The Daily Dashboard shows you a day-by-day view of tasks scheduled for that particular day but what if you want to adjust the frequency, time of day or other details relating to the task? This is where the 'Manage To-Do's' tab comes in.
You can locate the Manage To-Do's tab from the top menu. Under To-Do's you'll find the Daily Dashboard and next to this is where you'll see Manage To-Do's.
If you have some to-do's scheduled already, it'll look a bit like this:
There are 8 columns which provide more information about the to-do:
Item: This indicates the category of the task that is scheduled
Title: The name given to the specific task within the category
Type: 'SU' (Service User) (this depends on the term you've set up for your home e.g Residents, Clients, Tenants, Supported Persons or Customers), for care-related tasks. 'Home' for organisational tasks.
Team members: The carers assigned to the task
Service Users: The Service Users related to the task (You may use a different preferred term to Service Users which will be reflected on the menu)
Frequency: How often the to-do occurs e.g. one-off, daily, weekly...
Time: The time the to-do is set to begin and show in the app
Start date: The date the to-do is set to begin and show in the app
To make any changes to a to-do, click on the "edit" button:
And as a final step, click "save":
