Wiki source code of Tasks
Last modified by MasterApps Support on 2021/06/17 22:37
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1 | **Tasks** are a special type of alert appearing in the **Dashboard Alerts** that require a certain action to be completed, rather than a simple notification. | ||
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3 | [[image:Attachments.WebHome@mceclip0.308da.png||alt="mceclip0.png" style="max-width:265px"]] | ||
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5 | Incomplete tasks can also be viewed the **Alerts** summary of the specific incident / claim **Dashboard** to which the task relates. | ||
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7 | [[image:Attachments.WebHome@mceclip2.f63a2.png||alt="mceclip2.png" style="max-width:722px"]] | ||
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9 | Tasks are grouped into 2 categories: **Documents** & **Workflows**. These are the categories under **Alert Settings** by which these Tasks can be identified. | ||
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11 | Below is the list of possible Tasks: | ||
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13 | * **Documents** | ||
14 | ** Expiring **Medical Certificate** (orange stethoscope icon) | ||
15 | ** Expired **Medical Certificate** (red stethoscope icon) | ||
16 | ** Expired **Return to Work Plan** (red toolbox icon) | ||
17 | * **Workflows** | ||
18 | ** **Workflow Step** due soon (orange workflow icon) | ||
19 | ** **Workflow Step** overdue (red workflow icon) | ||
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22 | ==== **Assigning Tasks** {{id name="assigning-tasks"/}} ==== | ||
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24 | By default, tasks are //Unassigned// from any user, but can be assigned, reassigned or auto-assigned to specific users. | ||
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26 | To assign a task to a user, select either the current user’s //Name// (or //Unassigned//), or the __Assign to User__ option from the drop-down gear list. | ||
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28 | [[image:Attachments.WebHome@mceclip3.63682.png||alt="mceclip3.png" style="max-width:330px"]] | ||
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30 | An **Assign Alert to User** window will appear, from where you can search or browse from all users. Once you have selected the user to assign the task to, select **Save Changes** and the task will be reassigned. | ||
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32 | [[image:Attachments.WebHome@mceclip4.87d1b.png||alt="mceclip4.png" style="max-width:615px"]] | ||
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34 | Account administrators can also auto-assign Document Tasks and Workflow Tasks to specific contact types. | ||
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36 | For further information, please refer to [[Auto-Assign Alerts>>doc:Injury Master.Alerts.Auto-Assign Alerts.WebHome]]. | ||
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39 | ==== **Completing Tasks** {{id name="completing-tasks"/}} ==== | ||
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41 | Completing outstanding tasks will cause the specific task to disappear from the MY TASKS / OTHER’S TASKS category of **Alerts** into the NOTIFICATIONS area. The Task will be marked with a green tick, and the orange outstanding alert number will decrease. Completed tasks will also disappear from the Dashboard of the specific incident / claim. | ||
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43 | [[image:Attachments.WebHome@mceclip5.51882.png||alt="mceclip5.png" style="max-width:246px"]] | ||
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45 | To complete a task from the Dashboard, select the gear next to the task to reveal the following options: | ||
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47 | * **Generate** (//RTW Plans//) – redirects to template RTW plan | ||
48 | * **Upload** (//RTW Plans//) – redirects to Upload Document window (defaulted – Return to Work Plan) | ||
49 | * **Upload Certificate** (//Med Certs//) – redirects to Upload Document window (defaulted – Medical Certificate) | ||
50 | * **View Workflow** //(Workflows)// – redirects to Dashboard of incident / claim to view relevant Workflow | ||
51 | * **Assign to User** – (see above) | ||
52 | * **Force Completed** – opens option to mark task as Completed with no further action required. You will be asked to confirm if you are sure you want to forcefully complete alert (see below) | ||
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54 | [[image:Attachments.WebHome@mceclip6.62839.png||alt="mceclip6.png" style="max-width:375px"]] |