You can create employee tasks to fulfil a multitude of needs. Tasks can be set to occur a single or multiple times against a set frequency for both employees and service users.
Navigate to your task owner
Before starting, you'll need to get to the tasks section for either your employee or service user.
Employee
Click Settings, then click HR.
Click Employee, then click Tasks.
Service user
Click Settings, then click Service User.
Click Service User, then click Tasks.
Add a new task
Once on the tasks screen, you can add your new task.
Click the plus button, then click Save.
Click the Service User Type Details tab.
Indicate the service user types requiring the task using the checkboxes.
Click Save.
Field | Description |
Description | A name for the task. |
Initiate From | Select when the task is to start from. |
Completion frequency | Enter how long after the start is the task due. |
Warn frequency | How long before the task is due should there be a warning. |
Reoccurable | Select to indicate that this task recurs. |
Reoccur frequency | How long after the task is due or complete should the new task be complete. |
Reoccur warn frequency | How long before the task is due should there be a warning. |
Instructions | Enter the instructions for completing the task. |
Document Management | Select whether you need the ability to add documents. |
Enable Results | Select if you require the task to have results recorded. |
Apply the changes
Once you've added your task, you'll need to apply the changes to the service users.
Click Settings.
Click Service User, then click Service User.
Click Types.
Click Apply? next to the service user type.
Wait till the text changes to Applied.