Tasks Audit

The Task audit information screen displays the history for all tasks in a table format making it easy to search, filter and display exactly the information you are looking for.

Note - You must have administrator rights to access Settings - Task Audit, see Security - Add User to Security Group for details.

To access the Tasks Audit screen:

  1. From any screen in Tasks, select Settings .

  2. Select Tasks Audit and the Task audit information screen displays with Past week, All statuses, Created by all users and Assigned to any user set as the default filters:

To view the details of a specific task:

  1. From the Task audit information screen, highlight the task required, see Viewing Audit Information for details on finding the task required.

  2. Select Options  - View this task and the task details display:

  3. Select Close when finished.

Note - View this task is for display purposes only, you cannot update the task from here.

Viewing Audit Information

To view the audit information you require you can use any combination of the following options:

From Task audit information, select Filter , Filter now displays in orange and the following options are available:

  • Time Period - Select the time frame you want to display, defaults to Last week.
  • Status - Tick to display the tasks with the selected status. If you select more than one, the number selected displays in brackets.
  • Users - Tick to display the creator of the tasks required. If you select more than one, the number selected displays in brackets.
  • Assigned To - Tick to display the recipient of the tasks required. If you select more than one, the number selected displays in brackets.
  • Clear filters - Select to clear all the filters applied.

To search on specific criteria, for example, a particular patient, simply enter the criteria in Search audit table. The table updates as you type:

Note - Only the Subject and Patient details, Name and NHS/CHI/H+C Numbers are included in a search.

From Task audit information, select Group by and select from the following to display the returned items by group type:

  • None
  • Patient
  • Urgency
  • Status

Group by displays in orange when a filter is active.

You can use the arrows on a group header to minimise or maximise the detail that displays:

All the columns on the Task audit information screen can be sorted, each column has its own options, select Sort to display the available list on the column you require. An active Sort displays in orange, select None to remove the sort.

The following columns display:

  • Created - Displays the creation date of a task.
  • Subject - Displays the Subject line of a task and its Urgency.
  • Created by - Displays the person who created a task.
  • Assigned to - Displays the list of recipients for a task.
  • Status - Displays the current completion status of a task, for example, Completed (27-April-2022) by Bob Ash.
  • Date due - Displays the date the task should have been actioned by and any estimated duration as entered as part of the template.
  • Patient details - If a patient is attached to a task, Patient details displays their patient name, date of birth and NHS/CHI/H+C number.

The total number of tasks, in any filtered or unfiltered list, displays at the top of the task list alongside Task audit information:

Training Tip - If you select Filter  the filter options are hidden, simply select Filter again to display them.
Note - To print this topic select Print in the top right corner and follow the on-screen prompts.