a) Select the Tasks icon from the Home page to access your Tasks & Events Calendar
b) The calendar defaults to a three-day view of your tasks and events.
c) Tasks & Events are colour-coded: Blue (Current), Green (Completed)
d) You can filter the calendar display by date, resident, location and/or category:
i. View your Tasks & Events calendar for an alternate date range
ii. Change the date displayed, via the interactive calendar
iii. View Tasks & Events associated with a selected resident
iv. Filter Tasks & Events by Location
v. Filter Tasks & Events by Category
· Select Go to list view to view Tasks & Events as a List.
· The List View can be filtered by the following options:
I. Date Range
II. Location
III. Pending/Competed/Superceded/Completed & Pending/All Events
IV. By selecting the Filterto filter by Categories
· Select to display the list with your updated filters
V. Or by Users / Roles if User to user Permission has been accessed by
· To view the full Event Details, double-click the required task or event in the calendar or list
· From the Event Details window, you can perform the following functions:
o Access and enter details into an associated Assessment
o Add a Comment to the task/event
o Mark as complete the task/event
o Delete the task/event
Note: If a resident has been associated with the task, the resident’s name and photo will be displayed in the task. If a specific form has been associated with a resident-related task, the Form name will display as a link from which you can access the associated form for the resident.