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.