Diary Admin to Clinical Information (Desktop App)

The Task List is an Internal Task Assignment Manager. Tasks can be set per user and delegated from one to the other. A Repeatable Task is a task that needs to be done on a daily, weekly, or monthly basis.

• Log into the GoodX Desktop App with your username and password
• Double click on the MedDebs module

• From the menu bar, click on the Task list menu

• Click on Repeatable tasks.

•  The Repeatable tasks screen will open
  

• Sections to be discussed:
• New task
• New task- group user
• New task- all users

New task:

• Click once on the New task button

• The Setup task screen will appear

• Complete the  following information:
• Task Description: This is a free text field where you can type in the description of the task
• Requested by: The username will be set as default in this specific field
• Responsible: From the drop-down, you can select which user is responsible for the task
• Urgency: From the drop-down, you can select whether the task is Low, Medium, or High
• Low: The task isn't really important, it just has to be done eventually
• Medium: There is a little urgency in the task and has to be completed as soon as possible
• High: The task needs to be done immediately
• Repeat formula: Select the correct repeat formula
• Daily: The task needs to be done every day
• Weekly: The task needs to be done every week
• Monthly: The task needs to be done every month
• Yearly: The task needs to be done every year
• Start: The date when the task is supposed to start
• No end date: The task will keep recurring because there is no date selected for it to stop
• End after: Stipulate after how many occurrences the task should stop
• End after: From the calendar choose the correct date for the task to stop
• Action: You can select whether the task should be added to a tasklist or should just Display a message
• Active: Choose whether the task is active or inactive
• Click on the Cancel button to exit without saving

• Click on the Save and Exit button to save the changes

Select new task user:

• Click on the responsible drop-down to select a user

• Click on Save and Exit or F2 on your keyboard

New task - Group User:

• Click once on the New task - Group User button

• The setup task screen will appear

• Click on the Cancel button to exit without saving

• Click on the Save and Exit button to save the changes

New task - all Users:

• Click once on the New task - all users button
  

• The Setup task screen will appear

• Click on the Cancel button to exit without saving

• Click on the Save and Exit button to save the changes

• PRINT button:
  
• Click on the Print button to specify columns to print

• Click on the Next button to show a preview of the task list to be printed

• Click on the Back button to go back to the Repeatable tasks screen

• When you click on Next the task list preview will appear

• Click on the Print button to print

 

• Click on the Save button to save the task list 

• Click on the Close button to close without printing 

• The Repeatable tasks screen will appear

• Click on the OK button to exit the screen