1. Go to Task Manager

  • Click: the icon Task Manager

 

2. Task List Icon

  • To: edit a task, you need to head over to Task List to see an overview of all Tasks

 

3. Three Dots ... (Action Button)

  • 3 Dots: click the Action button followed by Update to get to the Task to change any the information

 

4. Update Resident or Facility Task

  • Select: from the different sections to change anything with the Task
    • Click Save when finished

 

5. Update Changes (Strategy)

  • Discard Old Recurrences: This option will delete the signatures of completion and update the Task with new parameters 
  • Keep Old Recurrences: This option will make a new Task with the updated parameters and keep the old task with all signatures intact, leaving a copy of the old Task
    • WE RECOMMEND CHOOSING THIS OPTION

 

6. Complete Task (Another Way)

  • Go to Task Board

 

7. Drag and Drop to Complete

  • Take: the task and drag it to the Done column to complete the task

  • Complete Task to finalize