Tasks Dashboard Overview

The Tasks dashboard shows all the tasks that you need to complete for yourself as well as those you need to complete on behalf of another employee (if you have licensed Employee Care). In addition, if you have licensed Client Care, you will see the tasks you need to complete on behalf of a client or placement if you are set to be the current caregiver. You are considered to be the caregiver when you have selected a placement and associated clients.

Note: A task card will be highlighted yellow if it is overdue.

Additionally if you are a manager, you can add new tasks, approve any tasks that you are the approver for and view any tasks where you are the watcher.

To access the Task dashboard:

Select Tasks from the main menu.
If you are working with clients, select Set Placement. Otherwise, skip to step 5.

Note: If a placement is already set, select Clear to remove the placement so you can select a different placement if needed.
Select the placement location from the list.

Next select the client(s) you are working with and then select OK.

The screen and the table below describe the various functions available from the Task dashboard.

1	If you are a manager, select the + to add a new task.
2	If you are a client caregiver, select the placement name to add additional clients that you are working with or remove clients that you are no longer working with.
3	If you are a client caregiver, clear the set placement so that you can set a different placement or at the end of your shift.
4	View the help topic for this screen.
5	Search for a task.
6	Refresh the Task dashboard.
7	If you are a client caregiver, view or enter notes and/or documents and photos for the placement location.
8	If you are a client caregiver, open the client.
9	If you are a client caregiver, a yellow banner appears at the top of the client's card if the data collected triggered an alarm. Click on the yellow banner to view the alarm history.
10	If you are a client caregiver, view or enter notes and/or documents and photos for the client.
11	If you are a client caregiver, view or enter notes and/or documents and photos for the client at the set placement.
12	If you are a client caregiver, add a new event, inventory item or incident for this client.
13	If you are a client caregiver, view the client's data collection (miscellaneous and program) history.
14	If you are a client caregiver, collect program and miscellaneous collection plan data for those plans that are unscheduled or can be completed at any time. When collecting the data, the collection date/time cannot be in the future.
15	Select the Self button to toggle on or off any tasks that are assigned directly to you such as job requirements coming due or a recurring task assigned directly to you.
16	If you are a manager, select the HR button to toggle on or off any tasks that are assigned to you to complete on behalf of another employee such as completing a performance appraisal for one of your employees.
17	If you are a client caregiver, select the Caregiver button to toggle on or off any tasks that are assigned to the caregiver to complete on behalf of the client(s) you are currently serving.
18	Open the task to view additional details about it.
19	Select Mark As Done to complete a requirement task that doesn't require additional evidence. In the pop-up window, enter the date you completed it, an override of the next due date (if applicable and you are completing this on behalf of another employee), number of credit hours and any notes as required and click Submit.
20	If you are using Employee Care, select Schedule It to view a list of upcoming events that will fulfill the associated job requirement and register for one. Select Register next to the event you want to attend. A confirmation window opens. Enter any notes and select Confirm.
21	Select Sign Document to review a document and sign it. Scroll to the bottom of the document to review it. Sign it using your mouse, stylus or finger (depending on your device), enter the date, credit hours and/or notes as required and click Submit.
22	If you are a client caregiver, select Collect Data to collect program and miscellaneous collection plan data for those plans that are scheduled to occur at specific times.
23	Select Complete to mark a task or recurring task that is not related to data collection or a job requirement as complete.
24	Select Submit Document to upload a document or photo that is associated with a requirement to fulfill it. Drag the file into the window or click the + to browse for it, enter the fulfilled date, expiration date, credit hours and/or any notes as required and click Submit.
25	A task card that appears without an action button on it, is not ready to be completed. Once the task is able to be completed the button will automatically appear.
26	If another user assigns a task to you when they move a workflow (such as an incident or a performance review) from one status to the next, you will see a task with an Open Screen button. Select Open Screen to open the workflow record. The task will disappear when you move the workflow to the another status.
27	If you are using Employee Care, select Open Quiz to review the learning materials and take the assoicated quiz. Once you pass the quiz the task will disappear and the requirement will be fulfilled.
28	Select Complete Form to open and complete the information as required for a requirement task that is tied to a screen.
29	If you are an approver for a task tied to a job requirement, select Review to view the associated evidence such as a signature, submitted document or event registration. From there you can then select I Approve.
30	If you are an approver of a task that is not tied to a job requirement, select Reopen to reset the task to appear for the assignee to complete again.
31	If you are an approver of a task that is not tied to a job requirement, select Approve to close the task and remove it from your list of tasks to approve.
32	Select a task card in the watchers area to view additional information about any tasks you are set to be a watcher on. If you added the task or are a task administrator you can also make changes to the task itself.