The Assign Task page will display from the
Assign Task button on any task page.
Select the Facility to which the task relates. Conditional fields for Survey and Deficiency will then appear.
If Facility is designated, you can select a Survey to link to the task.
If a Survey is selected, the Deficiency field will show the Deficiencies for that Survey.
You can copy a task from the Task Library
as a template for your task.
Enter a short description of the task, like "Upload internal review memo."
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.
Enter a description of the task.
Enter the date the task is due. This will determine notifications for the person responsible for the task.