Please let Helen know if this checklist changes so she can update the core housekeeping checklist, thanks!
Housekeeping
This checklist details the housekeeping tasks you should regularly perform within Tasks.
Note - The task frequency below is a recommendation, so you may want to adapt this to suit your practice protocols. For more information on specific tasks, please refer to the relevant on-screen help, remember you can access this by pressing F1 on your keyboard from any screen.
Tasks Checklist
Tasks | Frequency |
---|---|
Check for outstanding tasks. See Processing a Task for details. |
Daily |
Check for and allocate cross-organisational tasks in UNASSIGNED. SeeReceiving and Allocating Cross Organisational Tasks for details. |
Daily |
What else do I need to do?
To view what else you need to do across your clinical system:
-
See Vision 3 Housekeeping Checklist - England, Wales and Northern Ireland in the Vision 3 Front Screen Help Centre.
-
See Vision 3 Housekeeping Checklist - Scotland in the Vision 3 Front Screen Help Centre.
Note - To print this topic select Print
in the top right corner and follow the on-screen prompts.
