Review Staff To Do List


Updated over a week ago

Default User Role: Program Manager

This functionality allows managers to review their staffs' To Do Today, To Do Participant, To Do Entity, and To Do General lists.

  • Select this option and choose which staff member’s To Do list you want to view.

  • This option is also available through your own To Do List by selecting another staff name at the top of the list. This is set up on the Manage Programs page.

To access this page, select Program Administration in the side navigation bar, then Review Staff To Do.

Use To Do List:

Simply click the link in the Take Action column to complete the task in the To Do List. To Do List items cannot be deleted - a user will need to complete the action requested in the To Do List, or edit the element in the TouchPoint/Assessment/Point of Service Element that added the action to the To Do List.

Did this answer your question?