[Navigation] Global Search > Staff Forms > Staff Task Dashboard
[Accordion] Overview
The Staff Task Dashboard provides a clear view of workflow tasks assigned to staff, helping ensure tasks are tracked, completed, and documented on time. Maintaining accurate records of assignments, due dates, and completion history supports audits, regulatory compliance, and effective supervisory oversight.
Steps to manage the Staff Task Dashboard
Use the Filter screen to narrow down your patient list based on defined criteria.
- Pending/Completed: Select tasks based on their status: Pending, Completed, or Without a Due Date.
- Due by Date: Click/Tap the [[img:Calendar_Month]] button to choose the date by which the task is due.
- Staff Association: Choose to view tasks for Selected Staff, Tasks for My Supervisees, or Tasks Currently Unassigned.
- Triggering Form: Select the form that triggers the workflow rule.
- Action To Complete: Specify the action that the workflow rule should execute.
- Workflow: Select the name of the active Workflow.
- Program Assignment: Indicate the Program Assignments for the patients returned in the results.
- Click/Tap on [[img:Search >> lbl:Search]] to find patients based on your filter.
Once the patient list appears, you can manage task assignments, Status, Due Dates, and more.
[[img:more_vert]] Three-dot menu:
- Assign to Me: Assign the selected task to yourself as the current responsible staff member.
- Assign to Staff: Select and assign a new responsible staff member for the current task.
- Assign to Group: Select the responsible Staff Group; any member of the selected group can perform the task and mark it Complete.
- Clear Assignment: Remove the current Staff/Staff Group assignment.
- Add/Edit Comments: Add or edit a comment regarding the task.
- Mark as Completed: Mark as pending, overdue, or invalid task as completed. This option is disabled for tasks already marked Complete.
- Recalculate Due Date: Update the due date based on the task’s current date calculation rules.
- Delete This Occurrence: Remove the selected task.
- Open Triggering Form: Opens the form that originally triggered the task.
- Log Info: Displays the activity log and history for the selected task.
You can choose one/multiple patients and perform the above actions on them simultaneously.
[[lbl:Bulk Selection >> img:more_vert ]]: Click/Tap on [[img:more_vert]] to choose the desired action and apply it to all selected patients simultaneously.
[Info] When a task is marked as Completed, the available options in the [[img:more_vert]] three-dot menu differ.
- Mark as Non-Complete: Reverts the task status from Completed back to Pending.
- Delete the Occurrence: Deletes the selected completed task.
- Open Triggering Form: Opens the form that originally triggered the task.
- Log Info: Displays the activity log and history for the selected task.
[Accordion] FAQs
[Q] Can I perform actions on multiple items at once?
[A] Yes. Use the checkboxes to select multiple patients, click/tap on the three-dot menu [[img:more_vert]], choose an action, and the action will be applied to all the selected patients.
[Q] I marked a Workflow Task as Complete in error. Is there a way to uncomplete the task?
[A] Click on the [[img:more_vert]] on the left of the Completed task and click on Mark as Non-Complete to change the task status to Pending.
[Q] Can I assign or reassign tasks from the dashboard?
[A] Yes. You can assign new tasks or reassign existing ones directly from the dashboard to ensure the right staff member handles each responsibility.
[Q] Can managers monitor staff performance using the dashboard?
[A] Yes. Managers can use the dashboard to track task completion rates, overdue items, and overall productivity. This helps identify workload patterns and areas needing attention.
[Q] How often is the information on the dashboard updated?
[A] The dashboard updates in real time (or near real time), ensuring all task changes, completions, and reassignments are reflected immediately for all users.
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