Difference between revisions of "Creating a ToDo"

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==ToDo's==
 
==ToDo's==
 
In order to add a ToDo to a Record, follow the below instruction.
 
In order to add a ToDo to a Record, follow the below instruction.
<center>[[image:NewAddingToDo.jpg|border|700px|Patient ToDo]]</center>
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<center>[[image:NewAddingToDo.jpg|border|1020px|Patient ToDo]]</center>
 
*You will first need to find a patient record.
 
*You will first need to find a patient record.
 
*Select Add New ToDo from the ToDo tab located at the bottom of the Record screen.
 
*Select Add New ToDo from the ToDo tab located at the bottom of the Record screen.
*You will now be able to enter the Due Date, set an Alarm and select a Type, Priority and Description.
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*You will now be able to enter the Due Date, set an Alarm and select a Type, Priority and Description. Alternatively you can choose a pre-written template from the New From Template button in the toolbar.
 
*You will also be able to assign other Users to this ToDo as well as make transactional Notes.
 
*You will also be able to assign other Users to this ToDo as well as make transactional Notes.
 
*Click on Save and then Back when finished, or use the Auto Save feature.
 
*Click on Save and then Back when finished, or use the Auto Save feature.
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*You will need to make sure you do not have a patient record selected.
 
*You will need to make sure you do not have a patient record selected.
 
*Select New ToDo from the ToDo tab located in the Activity Pane.
 
*Select New ToDo from the ToDo tab located in the Activity Pane.
*You will now be able to enter the Due Date, Set an Alarm and select a Type, Priority and Description.
+
*You will now be able to enter the Due Date, Set an Alarm and select a Type, Priority and Description. Alternatively you can choose a pre-written template from the New From Template button in the toolbar.
 
*You will also be able to assign other Users to this Task as well as make transactional Notes.
 
*You will also be able to assign other Users to this Task as well as make transactional Notes.
 
*Click on Save and then Back when finished, or use the Auto Save feature.
 
*Click on Save and then Back when finished, or use the Auto Save feature.

Latest revision as of 14:50, 10 March 2022

Contents


ToDo's

In order to add a ToDo to a Record, follow the below instruction.

Patient ToDo
  • You will first need to find a patient record.
  • Select Add New ToDo from the ToDo tab located at the bottom of the Record screen.
  • You will now be able to enter the Due Date, set an Alarm and select a Type, Priority and Description. Alternatively you can choose a pre-written template from the New From Template button in the toolbar.
  • You will also be able to assign other Users to this ToDo as well as make transactional Notes.
  • Click on Save and then Back when finished, or use the Auto Save feature.

Tasks

In order to add a Task to the database, follow the below instruction. A Task is a ToDo that is not associated with a Patient Record.

  • You will need to make sure you do not have a patient record selected.
  • Select New ToDo from the ToDo tab located in the Activity Pane.
  • You will now be able to enter the Due Date, Set an Alarm and select a Type, Priority and Description. Alternatively you can choose a pre-written template from the New From Template button in the toolbar.
  • You will also be able to assign other Users to this Task as well as make transactional Notes.
  • Click on Save and then Back when finished, or use the Auto Save feature.

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