|
The tasks on the list are related to marking attendance and writing notes. The tasks are automatically generated by Titanium. On this screen, you will define some of the content and behaviors for the task list feature.
| 1. | From the calendar screen, click Settings > System Settings > Task List tab. |
| 2. | Click in the check box to generate task list entries for individual appointments for which attendance has not been marked. |
| 3. | Click in the check box to generate task list entries for group appointments for which attendance has not been marked. |
| 4. | Click in the check box to generate task list entries for other appointments for which attendance has not been marked, if desired. (Note: Depending on how you use "other" appointments in your center, users may be required to mark themselves attended for things like lunch or meetings if you check this box.) |
| 5. | Click in the check box to generate task list entries for other appointments for which required additional information has not been added. |
| 6. | Click in the check box to generate task list entries for general use notes which have not been signed. (Note: General use notes may be created automatically by Titanium when the web component or client import are used to add client data, or when intake paperwork is transcribed. By default, Support Staff users are unable to sign the notes created when they process web component or client import data.) |
| 7. | Click in the check box to display the client names on the task list. |
| 8. | Click in the check box to display the Student ID numbers on the task list. |
| 9. | Click in the check box to allow notes that have been signed and locked to be forwarded. |
| 10. | Click the box to display only active users in the task list pull down menu. |
| 11. | Click in the check box to display a screen at user log in showing the number of tasks on the user's task list. |
| 12. | Set the cut off date for unfinished items which will generate tasks to be placed on the task list. (Note: Outstanding tasks prior to this date will not be displayed on the task list. Changing the task list cut off date does not affect the notes or appointments referenced by the items on the task list.) |
| 13. | For each of the task aging categories, set the color that will be used to highlight the tasks on the task list: |
| o | Click the "Click Here" on the color box |
| o | Choose Foreground or Background Color |
| o | Use the color picker to select a color |
| o | If desired, change the default days past due for the middle range by clicking in the boxes to change the numbers. |
|