27 August 2024

Tasks Reports

We have recently added two new reports the Task Report and** The Tasks Without Notes Report**.** **Within these reports you can see the number of tasks within a time period and also the tasks that do not have any notes attached to them. More on the functionality of the reports below.

Tasks Report

Tasks Without Notes Report

More Updates

• Implementation Export
• eSignature Failed Email - Button to eSignature Request
• Confirmation of Plan Manager Details Changing when Updating PM Details

Tasks Reports

We are excited to introduce two new reports: the Task Report and the Tasks Without Notes Report. These reports provide valuable insights into your tasks.

Task Report

This report shows the number of tasks within a specific time period.

Tasks Without Notes Report

This report highlights tasks that do not have any notes attached to them.

These tools will help you identify tasks lacking notes, ensuring better compliance within your organisation.

Implementation Export

Within the Implementations section, you can now download a PDF summary of the implemented supports. This feature simplifies the process of sharing this information with your participants.

eSignature Failed Email - Button to eSignature Request

Within a failed eSignature request email we have now added a button that will take you to the request! Removing the need for you to click through your eSignature requests to try and find the failed request.

Confirmation of Plan Manager Details Changing when Updating PM Details

When changing a plan manager's details, you will now receive the prompt below confirming that you would like to continue with the change of details. We have introduced this due to users mistakenly updating the plan manager details rather than a participants plan manager.