The Medical module Tasks feature is used to enter, update, and delete client task records, as well as to view read-only task reports.

  NOTE: Task information can also be accessed from within individual client face sheets if the face sheet has been configured to allow users to do so.  Please keep in mind that any changes made to  task information via the Medical module are reflected within the face sheet, and vice versa.

Required Permissions

Because the Tasks feature is optional, it is not automatically available in all databases.  When requested, it is turned on behind-the-scenes in AWARDS by Foothold Technology for individual program types.  (Contact the Help Desk to provide access to specific program types in your AWARDS database.)  Staff in programs of the types for which the Tasks feature has been turned on must have the following permissions in order to use it:

Program Chart Access
Display Any Chart Records Buttons
Display Chart Records Medical Button
Display Chart Records Profile Button (optional - to work with tasks info from within client face sheets if the face sheet has been configured to allow it)

  NOTE: Permissions are assigned using the Permissions Maintenance feature.  If you do not have access to that feature and need a permission listed here, please contact your supervisor or your local Help Desk for assistance.

Click-by-Click Instructions

Working with Task Records - Learn to enter, update, and delete task records.

Using the Tasks ReportBuilder - Learn to generate customized reports of task information along with basic client demographics.

A Closer Look @ Fields & Options

Task Record Fields / Options - Learn about the fields and options available during the task data entry process.

  https://demodb.footholdtechnology.com/help/?12229