How can I add a Task to a Participant record?
Many of the tasks in the system have been daisy chained to reflect your processes. This means that if a certain task is completed e.g. Contact call #1 and the outcome is selected as unsuccessful (used when you were not able to speak to the Particpant) the next task in the daisy chain becomes active e.g. Contact call #2.
There will be times, when something breaks the natural daisy chain and there is a requirement to generate a task against a Participants record. To generate a task using one of the pre-configured templates (User Generated Task) follow these steps.
- From within a referral record and the tasks section click New Task.
- Select the relevant task from the list displayed e.g. Contact call #780.
- Set the date for the task to be generated (reminder) and click save.
If you experience a requirement to add a new template (User Generated) or need to amend the order which a daisy chain triggers contact your regional manager who will review and then contact us if required.