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Introduction

The ability to reassign workflow tasks to another user or change the due date for a task is a permission within Radar Healthcare.  These workflow tasks must be incomplete.  If you do not have the permissions and would like to discuss, please contact your Organisations’ Radar Healthcare Administrator or team.

 

Reassigning an event workflow step

 

  • From within the event, navigate to the workflow steps.

 

  • Select the pencil icon next to the name of the individual currently assigned the step in the Assigned To column.
Editing the user assigned to the workflow task.
Editing the user assigned to the workflow task.
  • First select the new user from the Assign to list, choose whether to email the user to let them know which has been assigned to them, and finally select Reassign to confirm your choice.
Choosing the new user.
Choosing the new user.
  • This change will show in the History tab on the event.
Viewing the change in the history tab.
Viewing the change in the history tab.

 

Change the due date for an Event Workflow step

 

  • Select the pencil icon next to the due date of the step in the Due Date column.
Editing a due date.
Editing a due date.
  • First enter the reason for the change, choose the new due date and select yes to continue.
Choosing a new date and entering a reason for the change.
Choosing a new date and entering a reason for the change.
  • You will be able to see a log of any date changes in the Event History tab including who made the change and the reason entered.
Change showing in the history tab.
Change showing in the history tab.

 

 

FAQs

 

Which permissions are required for these functionalities?

 

  • For reassigning workflow tasks, it is EventReportingPermissions > Manage Workflow.
  • For changing due dates, it is EventReportingPermissions > Change workflow task due date.
  • For more information on event reporting permissions please see our dedicated user guide here.
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