You can create employee tasks on Access People Planner to fulfil a multitude of needs. Tasks can be set to occur a single or multiple times against a set frequency for both employees and service users.
Service User
To start adding your task to a service user, navigate to the task screen.
Click Settings.
Point to Service User, then point to Service User.
Click Tasks.
Follow all the below steps starting with adding a new task.
Employee
To start adding your task to an employee, navigate to the task screen.
Click Settings.
Point to HR, then point to Employee.
Click Tasks.
Follow all the below steps starting with adding a new task.
Add a new task
Once on the tasks screen, you can add a new task.
Click the plus
button.
Enter the information for the task. See our handy table below for more detail on this.
To save, click the save
button.Click the Service User Type Details tab.
Indicate the service user types requiring the task using the checkboxes.
To save, click the save
button.
Information field name | Description |
Description | A name for the task. |
Initiate From | Select when the task is to start from. |
Completion frequency | Enter how long after the start that the task due. |
Warn frequency | How long before the task is due should there be a warning. |
Reoccurable | Select to indicate that this task recurs. |
Reoccur frequency | How long after the task is due or complete should the new task be complete. |
Reoccur warn frequency | How long before the task is due should there be a warning. |
Instructions | Enter the instructions for completing the task. |
Document Management | Select whether you need the ability to add documents. |
Enable Results | Select if you require the task to have results recorded. |
Apply the changes
Once you've added your task, you need to apply the changes to the service users.
Click Settings.
Point to Service User, then point to Service User.
Click Types.
Click the Apply? text next to the service user type.
Wait till the text changes to Applied.
Delete tasks
⚠️Warning: When you delete a task, it deletes all current and historical information.
To delete tasks, you'll need to raise a case with the support team. However, before they can delete the tasks for you, they'll need to have your written consent on which tasks you want to be deleted.
Tasks can't be deleted by individual records, they are deleted for all service users and employees who have the task assigned to them.
If you want to delete tasks, please raise a case here and provide the following information:
Your client ID.
The specific task that you want to delete.