To Do Tab
Users can find their workloads including Worklist, Approve list, Review list, Follow up list etc. divided up by module in To Do tab.
1. Users can view how many T-Logs, ISP Data, Appointment etc. forms has been created by other users.
Users can view forms with various notification level High, Medium and Low for T-Log.
2. Click on the count number to view the form list.
Example, By clicking on 5 in High Notification T-Log it will open a new page where all High notification T-Log will be displayed.
Dashboard counts for modules will usually remain on the To Do tab for 30 days. The exceptions are noted in the table below:
Module | Count | Days |
T-Log | High | 8 |
T-Log | Medium | 5 |
T-Log | Low | 3 |
Health Tracking – Appointments | Worklist | 30* |
Individual Data form (IDF) | Worklist | 90 |
ISP Plan | Acknowledge | 45 |
*If for Appointment module, the Appointment Date is later than 30 days after the Appointment form has been created, the saved Appointment form will remain under the To Do tab till the date set for Appointment Date.