- Workflow: How does it work?
Tasks make up the task lists that then feed your activities overview.
- Defining activities overviews
Activities overviews provide an overview of the tasks to perform, studies of interest, and pending conferences. You can modify the contents of activities overviews.
- Filtering and sorting task lists
Task lists can contain many items. To make it easier to find a particular item in a list, you can filter the list to reduce what is displayed, or sort the list on particular column heading.
- Starting tasks, task lists, and collections
You can navigate through tasks in several ways: you can either work through a list or a selection of tasks or randomly pick an individual task.
- Assigning tasks to yourself or to others
Assign tasks to distribute responsibility. You can assign a task to yourself or to others.
- Prioritizing tasks
Change the urgency of a task by changing its assigned priority.
- Starting a related task
While working on a task or viewing a study, you can start other tasks that are linked to the original task or study.
- Adding task comments
When reassigning or completing a task (if applicable), you can add comments about the task for the person who will perform it.
- Merging patient data
In cases where the system cannot find a match for an imported external study, you can search for the study and manually merge in the existing patient information.
- Canceling a task
If needed, you can cancel a task.
- Resetting a task
Return a started or partially completed task to its original state by resetting it.
- Consulting task history
The task history of studies provides useful background information on how, when, and by whom tasks have been done.
- My selection list
If configured in the List area options, studies that you open, and tasks that you start, resume, or continue are added to the My selection list.
