Create Edit Task Views

High Level Process for Upgrades

There are several new Tasks in V11

1. Review all of the new tasks that come delivered with V11
2. Review current task views and add new tasks to the appropriate views
3. Determine if any new task views need to be created
   • Determine if any new teams are needed to assign to new task views
   • Assign any new task views to the appropriate users. This can be done manually or through SSMT. When assigning a large amount of views SSMT is the preferred method.
4. Review Default over due time settings and modify if desired

Recommendations (need steps for create team as user)

• When creating teams for large organizations the team list can become cumbersome to navigate through. Creating teams as users allows end users to add the user to their user list favorites instead of having to search through the entire list of teams.

(need to add a section below with steps on how to do this)

• Create a task view for 'All tasks created by me today' Useful for finding misplaced tasks.

Review New V11 Tasks

A Microsoft Excel file describing each task is available from the Allscripts Knowledge Base (kb.allscripts.com). The spreadsheet can be filtered or sorted by TouchWorks module to focus on only those modules implemented.

The following link goes to a Wiki version sorted by Module: v11 Tasks

(Task View Worksheet)

Need to explain how to use the 'Task View' Worksheet within the 'Upgrade Build Workbook_Phase I.xls File:Tasksj.jpg

Task Views Overview

• Enterprise task views can be created and assigned to multiple users.
• One or more personal views can be created for each individual user.
• A user can access their personal and/or assigned enterprise views via dropdown.
• One of these views must be designated as the default display.
• Enterprise views and default views should be created and assigned based on roles.
• Personal views should be used only to accommodate a user's personal preferences.

Add Tasks to Views - Edit/Create Views

1. 'TWAdmin' VTB > 'Task Admin' HTB >
2. Select 'Enterprise Views' or 'Personal Views' tab
3. The 'View:' field displays the name of the task view being created, edited or deleted.
4. To edit or delete existing views, type the name into the 'View' field and click 'Go'. Leave 'View' field and click 'Go' to bring up the entire list of existing (enterprise?) views.
5. To create a new view, click 'New'.
6. Always enter a description of the view.

Set the Filters (based on worksheet)

Each filter is an item from the Task View Worksheet.

1. Click on each filter and populate the Fields with the clients information.
   • Note that additional or different fields appear as you click on each filter.

   File:Taske.jpg

   File:Task f.jpg

2. Once all of the information from the worksheet is loaded, Click 'Save'

Configure one or more filters to limit the tasks displayed

1. Use the left and right buttons to add or remove filters from the view.
2. Multiple values can be selected for the same filter.

   

Filters:

• Assigned To displays only tasks assigned to the user or users selected.

(needs verification - The Team option will return tasks assigned to a particular team. Larger organizations may need to view tasks assigned to a group of users smaller than the pre-defined teams. For this situation a user can be created to represent the group and the Assigned To filter can be set to the group user. For example: New World Health has a (insert specialty practice) with three front desk staff. A user is created called "Front Desk Staff". A task view is then created called "Front Desk Tasks" and the Assigned To filter set to "Front Desk Staff". This task view is then assigned to all the front desk users. Doctors can then assign tasks to "Front Desk Staff" and all users assigned the view "Front Desk Tasks" can see it.)

• Created displays only tasks created on a certain day or range of days.

• Created By displays only tasks created by the user or users selected.

• Delegated hides or displays delegated tasks.(needs verification)

(needs verification)If a doctor has tasks assigned to her that she has delegated. She may not want to see them in her task view.

• Overdue displays only overdue tasks.

• Patient displays only tasks related to the patient in context.

• Priority displays only tasks with the selected priority or priorities.

• Status displays only tasks with the selected status or statuses.

When filtering for tasks with status "Active", "In Progess" must also be selected because "In Progress" tasks are active tasks that are currently being worked.

• Task displays only the task types selected.

Configure one or more sorts to organize the tasks displayed

Note: Sorts will be executed in order.

Assign Views to Users

This can be done manually or through SSMT. When assigning a large amount of views SSMT is the preferred method.

Manual

1. Select 'Manage Personal' tab
2. Select a user from the 'Views For:' dropdown or click 'All' to search all users.(who are the users in the dropdown?)

   

3. To Add enterprise task views to the user, select the view in the lower table and click 'Add to My Views'.
4. To Remove views from a user, select the view in the upper table and click "Remove"
   • If the selected view is a personal view, the system will display a warning before deleting the view.
5. Select the default view for the user by selecting a view from the upper table and clicking 'Set as Default'.
   • The view selected as default cannot be removed. To remove the default view, make another view the default.

   

(SSMT)

(add SSMT steps specific to assigning views to users)

SSMT

(Testing Task Views)

1. Log in to TouchWorks as a user assigned to the view
2. Click on the Tasks Tab from the Vertical Tool Bar
3. Click on the Task List Tab from the Horizontal Tool Bar
4. From the View drop down Menu find the view

   File:Taskh.jpg