My To Do's Widget
Displays your To-Do items.
The parenthesis next to each tab displays the number of items.
If this widget is on the initial home view, the message that alerts you if you have existing open items in the to-do list will not appear upon log in. However, this will not effect the setting of the Send To Do List Message to Users registry setting.
All Tab
This tab displays all the user's To-Do items.
Columns
- Client - the client associated with the To-Do.
- Action - click to perform the To-Do action.
- In the image above, clicking the action will open the Review/Co-Sign Notes (Home View) form.
If the column is blank, the action may be associated with the Group Default Note form (Avatar CWS). - Form - the form associated with the action.
- Sent - the date the To-Do was sent.
- Comments - displays any associated notes, entered in the form that generated the To-Do.
- Note-to-Self - you can click to enter additional information about the To-Do.
Right-Click Menu
Selecting a To-Do and right-clicking displays a menu.
- View Detail - Displays a report for the To-Do item.
Or, click the paper magnifier button at the top of the My To Do's widget.
See How to Change the View Detail Report for To Do Items for more information. - Reassign To-Do Item
Or, click the paper checkmaker button at the top of the My To Do's widget.
The Reassign To Do Item form opens.
Assign a To-Do item to another myAvatar user.
New Tab
This tab functions the same way as the All tab, but displays new To-Do items generated for your current myAvatar session.
If you are logged out, the new To-Dos will display the next time you log in.
Sign Tab
The Sign tab allows you to review multiple documents, associated with different clients.
This tab is an overview of documents that have been routed as part of the Document Routing process, and allows the document to be viewed, approved, or rejected.
Details
- You can access another user’s documents for review and signature, if you have the appropriate privileges (assigned in the User Caseload section of the User Definition form).
- Multiple documents can be signed at the same time.
- The current user will be recorded as signing the document.
Before You Begin
- A document must be in Final status and the form routed, as part of the Document Routing functionality.
- Once routed, the document associated with the form can be approved in this tab.
- For more information on the Document Routing workflow, see Create and Review Documents, part of the Document Routing User Guide.
Steps
- In the Staff field, enter the staff name, and select.
- In the Filter Form field, select a form to view only those forms associated with the staff member and client.
- If a form has been selected, documents associated with the staff member and form display in the grid.
- Select a document row.
The Accept and Reject buttons become enabled.- Click Accept to approve the document.
The document is added to the Accepted Documents section.
Documents in the Accepted Documents section can be signed. - Click Reject.
The document status is changed to Draft.
- Click Accept to approve the document.
- In the Accepted Documents section:
- Click Sign All to sign all documents in the section.
- If appropriate, select a document then click Remove to remove the document from the Accepted Documents section.
CareGuidance Tab
CareGuidance alerts are managed from the CareGuidance Rule Definition form. Alert settings are defined in the CareGuidance Alert Settings grid of the User Definition, and User Role Definition forms.
Columns
- Client - the client associated with the To-Do.
- Message - the CareGuidance message.
If the alert is associated with a link, clicking Message opens a web page window with that link's information. - Sent - the date the To-Do was sent.
- Action - click to perform the action associated with the alert.
Steps
- If the alert has a link, clicking the link will open a web page with that link's information.
- Clicking in the Action column will perform the associated action.
- If the InfoButton is present, clicking this icon will open a Medline Plus search page.
Hold the mouse over the alert icon to view information for the alert.
► See Also