Adding Tasks

To add a task,

1. Select Workflow > Task Manager from the Main menu. The Workflow Manager screen will appear.
2. Click New in the Subject panel. The Add New Task screen will appear.
3. Complete the parameters according to the following:

User Assignment: The first thing you will want to do is to choose the users to whom the task should be assigned. Click Add in the User Assignment panel. The User Search screen will appear. Select the appropriate user. Repeat for each additional user to whom the task should be assigned.

• Click a user's description in the User Assignment Panel and then click Remove to delete a user from the task definition.
• Tasks created for multiple users are copied to each user. Each user can then independently modify the task according to his or her own needs.

Domain Assignment: Assign the domain to which the task applies. Simply click the checkbox next to the appropriate domain. This serves purely as a visual indicator of the relevant domain for the task. Ignore this step if your product does not use domains.

Task Details

Patient: If the task is associated with a patient, click the Patient button once to select that patient. A standard Patient Search screen will appear.

Hint: If your organization frequently has tasks related to patients, the administrator should create a "Patient Related" category in which to place those tasks. In this way, users can quickly identify a patient-related task that have been assigned to them.

Subject: Enter the subject of the task. The Subject is required and is a free-form text field in which to enter whatever you require, up to 100 characters.

Due Date: Enter the date by which  the task must be completed. Type a date or use the Calendar button to select a date.

Priority: Click the drop-down and choose from the following options: High, Medium, or Low.

Categories: Assign the task to any appropriate category. Click the checkbox next to an option to select it. This will group the tasks on the Task List. Tasks that are not grouped into a category are listed in the default, <No Category>, group at the top of the Task List.

Free Text: Enter any information or special instructions appropriate to the current task in the word processing panel.

4. Click Save to complete the definition. Click Cancel at any point in the data entry process to clear unsaved data and return to the Workflow Manager screen.

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