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5.7 Viewing Tasks

Within ASQ Online, you can schedule screening and non-screening tasks (such as follow-up actions), for the children assigned to you. These tasks help you to manage and better serve your children. The Screening Management page is where you can add and keep track of all tasks, but you can also add and view a child’s tasks within their profile. (For more information on tasks, see Section 7 Screening Management.)

 

To view a child’s tasks within their profile:
  1. Select Child Profiles from the top navigation menu.
  2. Browse the Child Profiles list or search for a Child Profile.
  3. Click on the child’s name to access his or her profile. 
  4. Scroll down to the tasks section. The child’s first 5 tasks will be listed here. Click the View All tab to view a list of all tasks for this child.
  5. To view the details of an individual task, click on the task type. From the Task Details page you can edit or delete this child’s task. 


5.7.1 Adding Tasks via the Child Profile

 

To add a task from a child’s profile:

 

  1. Click the View All tab to the right of the Child Profiles tab on your Home page.

OR

  1. Select Child Profiles from the top navigation menu.
  2. Browse the Child Profiles list or search for a Child Profile.
  3. Click on the child’s name to access his or her profile.
  4. Scroll down to the tasks section. Click the Add tab.
  5. Enter in the following information (items marked with an asterisk [*] are required):
    1. Task type* (Select the screening or non-screening task from the drop-down menu.)
    2. Program user* (You can only select yourself from the drop-down menu.)
    3. Due date*
    4. Completed date (If you are creating this task after the task has been completed, for tracking and reporting purposes.)
    5. Description

 

NOTE: If you select a screening task, you will need to also select the questionnaire type and interval (ASQ Online will recommend an interval). You can also enter a “Returned date” if you are creating this screening task after the screening has been completed, for tracking and reporting purposes.

 

5.7.2 Manually Completing Tasks & Marking Tasks “Returned”

 

There may be instances when you create a task within ASQ Online after the corresponding action has already been completed. For instance, you might create a screening task for a child, for a screening that has already been entered into the system. One reason you might do this is if you are using tasks for tracking and reporting purposes but forgot to create the task until after it was complete.

 

If this is the case, you can manually complete the task within the child’s profile. If it is a screening task, you can also manually mark the screening as “Returned.” (“Returned” refers to screenings that were mailed to the caregiver and have been sent back to your program, to be entered into ASQ Online.) For more information, see Section 7.3.4 Screening Tasks Completed and Section 7.4.3 Tasks Completed.

 

To manually complete a task:

 

  1. Click the View All tab to the right of the Child Profiles tab on your Home page.

OR

  1. Select Child Profiles from the top navigation menu.
  2. Browse the Child Profiles list or search for a Child Profile.
  3. Click on the child’s name to access his or her profile.
  4. Scroll down to the Tasks section. The list of tasks will include the task type, the interval (if it’s a screening task), the program user responsible for the child, the due date, the completed date, the status, and a “Returned” column.
  5. If the task is not yet complete, “Not Yet Complete” will be listed under the “Status” column.
  6. To manually complete the task, click the Complete link, under the “Completed date” column.

To manually mark a screening task as “Returned”:

 

   7.  If the task is a screening task, there will be a check box under the “Returned” column.
   8.  To mark the task as “Returned,” put a check mark in the box. 


See also

5.1 Adding a Child Profile
5.2 Searching for a Child Profile
5.3 Viewing the Child Profiles List
5.4 Viewing & Editing Child Profile Details
5.5 Removing a Child Profile
5.6 Child Profile Screenings
5.8 Adding & Viewing Child Profile Notes
5.9 Caregivers
5.10 Child's Providers & Reviewers
5.11 Merging Child Profiles
5.12 Viewing a Child's Transfer History
5.13 Exporting Data