Tasks Dashboard
Tasks provide a flexible way of managing your regulatory workflows. All of the actions required to manage a workflow can be assigned as tasks.
Tasks are created and linked to entities. They display in the Tasks grid in entities such as Investigations .
The dashboard provides a dynamically updated view of tasks assigned to your user role, ranked by priority, and sorted by due date.
Today's Tasks
This section displays all the tasks due today, ranked by priority, and assigned to your user role.
All tasks
All tasks assigned to your user role.
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Filter by date range or apply additional filters to each column header.
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Click an open task to edit it.
| Field | Description |
|---|---|
|
Related Entity |
Click to open the entity this task is linked to. |
|
Priority |
|
|
Status |
|
|
Created by |
The name of the Management Portal user who created the task or the name of the HP portal user who uploaded the document to a patient profile. When a practitioner user uploads a document to a patient profile or authority, TasScript automatically creates a new task in the Management Portal, with Priority set to High and Status set to Open. This task is automatically assigned to the Regulator Pharmacist role, with a Due date set to 7 business days after the Date created and the Task Type column displays Uploaded document for review. |
|
Assigned to |
User role. Assigning tasks to individual users will be addressed in a future update. |
|
Date created |
Read only |
|
Due date |
Mandatory Select a due date from the calendar. |
|
Task Type |
Select from the list. If Other is selected, enter a task type in the text field. |
|
Notes |
Provide additional details about the task. |
