In this stage of the workflow you complete the task assigned to you or make progress notes about your work.
About completing tasks
Why did I get a task?
The person managing the incident has assigned a task to you.
What do I need to do?
Read the instructions provided and check the Action history for any notes about what's been done to date. Then complete the task or make progress notes about your work. If you make a progress note, you can return to complete the task later.
Learn how to do this in the Task management section below.
In this article:
- Incident summary
A chronological list of the actions to date within each stage of the workflow. - Action history
A chronological list of the actions to date within each stage of the workflow. - Task management
Complete the task assigned to you or make a progress note. - Attach records
Upload files or add links to records related to the event. - Submit or save
Submit or save the form. - System event history
A chronological record maintained by the system detailing entries and changes made to the form including links to any related items created by users.
Incident summary
This component displays the description of the incident and the immediate action taken when the incident occurred.
Click Assign to you to go to the Task management component. If the incident should be actioned by someone else, click Re-assign to transfer the item to another user (subject to permissions).
Action history
This component displays instructions, actions taken, progress notes and comments made to date as the item has progressed through the workflow.
Task management
This component displays your instructions and the options you have to complete the task or make a progress note.
Task options
Sign off task as complete
Choose this option if all required action has been taken.
- Action taken - Describe what you have done to complete the instructions provided.
- Additional comments (optional) - tick this box if you require further space to record details of the action taken.
Make a progress note
Choose this option to make a note about action completed and keep the task with you to return later to complete it.
- Progress note - choose this option if the task is only partially completed. For instance, if the task requires a number of actions, you might make a progress note stating action taken to date, eg. 'Interviewed the client and drafted report. Scheduled interviews with the relevant staff, which will be completed by the end of week.'
Note: There is no limit to the number of progress notes that can be recorded. Until you select the option 'Sign off task as complete, the task will remain in the Action stage and assigned to you.
Attach records
This component enables you to attach records such as records verifying the action taken. For example, in relation to the task of a investigating an incident, a copy of the investigation report would be a related record. Click Attach to add records.
- Record name - When naming the record ensure the description is meaningful. For instance, 'Interview Notes – Client ID 3435670 – April 2022'
Note: Access to attached records will only be attached to the Incident details form. If you have authority to view the Incident details form, you will be able to view the record. - File or Link - click on Choose file and navigate to the record on your computer. If you have links enabled, toggle to change the control to add a URL to the record. The URL must be a in a web (http://) or Microsoft Sharepoint format (https://<company>.sharepoint.com/...)
Submit or save
The green Submit button will save the form and progress the item to the next stage of the workflow unless you chose Make a progress note in which case the task will remain with you.
Select Create a related item if you want to create a separate linked item on another register when you save the form. A link between the two items will be displayed in each item's System event history.
System event history
A chronological record maintained by the system detailing entries and changes made to the form including links to any related items created by users.
Click the '+' control on the right to expand the line item to see more information.
