Assign Task

The Assign Task page will display from the Assign Task button on any task page.
  • Facility
    Select the Facility to which the task relates. Conditional fields for Survey and Deficiency will then appear.
    Optional
  • Survey
    If Facility is designated, you can select a Survey to link to the task.
    Conditional
  • Deficiency
    If a Survey is selected, the Deficiency field will show the Deficiencies for that Survey.
    Conditional
  • Task Library
    You can copy a task from the Task Library as a template for your task.
    Optional
  • Summary
    Enter a short description of the task, like "Upload internal review memo."
  • Assigned To
    Select the person responsible for the task. That person will receive an email notification of the task assignment. The task will also show in their Tasks Assigned to Me page.
  • Task Description
    Enter a description of the task.
  • Due Date
    Enter the date the task is due. This will determine notifications for the person responsible for the task.
Assign Task

Healthcare Documentation

  • About
  • Address
    10260 SW Greenburg Road, 4th floor Portland OR 97223
  • US Phone
    855.517.2193
  • Global Phone
    + 1.503.517.4293‬
  • Email
    This email address is being protected from spambots. You need JavaScript enabled to view it.
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