Generating tasks from questionnaire results

You can configure a task to be automatically created for users based on specific questionnaire responses.

1. Sign in with your administrator credentials.
   Your home page opens.
2. Click Questionnaires.
   The list of questionnaires is displayed.
3. Click a questionnaire.
   The questionnaire opens.
4. Click the Tasks tab.
   The tasks for the questionnaire are displayed.
5. Choose the appropriate option.

   • Add a task to a questionnaire.

     1. Click Add Task. The Add Task wizard opens and displays the questions in the questionnaire that have user-defined or text answer types.
     2. Select a question and click Next.
     3. Click the Search icon, search for and select the task that you want to create, and click Select.
     4. From the Tasks Status list, set the task to be created as Open or Closed. By default, tasks are created as open. You might record tasks that were completed while a client was progressing through the questionnaire as closed.
     5. From the list of available care team roles, select a role to assign the task to. Only care team roles that are currently assigned to users are available to choose.

        Tasks are added to the unassigned list for users with that care team role who can accept and complete the task. If you do not select a role, the task is assigned to the user who completed the questionnaire.

     6. Select the answers that you want to generate the task.
     7. Click Save. Each question and answer for which you configure an automatic task is listed.
   • Remove all automatic tasks for a specific question and answer by clicking the Actions menu of the question and answer, and selecting Remove.
   • Remove an automatic task for a specific question and answer by clicking the Actions menu of the task, and selecting Remove.