Tasks

 

The ninth tab on the Residents screen is headed "Tasks", this allows the user to set up tasks relating to each resident, give them a due date and assign to an individual. You can then keep track of whether jobs have been completed or not using the radio buttons at the bottom of the screen or by running the Print Resident Notes report.

 

 

To add a new task, click on the "Add" button on the left of the screen and type in the details, when it is due and the initials of who it is assigned to. Once the task has been completed a completion date can be added.

 

To delete an existing task, highlight the relevant line and click on the "Del" button on the left of the screen.

 

The radio buttons at the bottom of the screen allow you to filter the data to show "All tasks", "Completed Tasks" or "Outstanding Tasks". You can also run reports detailing tasks by going to Print Resident Notes in the Reports menu.