Create Multiple Tasks from a Report
Open
NextGen® Enterprise PM
.
Select
Reports
from the main menu and run the report you want to generate the tasks.
Note:
Additionally, after generating a report from the Report Server, you can assign tasks to a user based on the data on the report.
Select the
Assign Tasks
button on the reports toolbar.
The
Add Tasks from Report
window appears.
Set up the task by completing the fields on this window.
Select
OK
.
An application message displays indicating the number of tasks generated based on the report the task is being generated from.
Select
Yes
to mass create this task.
To view a listing of these tasks, open the
Worklog Manager
window and generate a search using the same task type as used in creating the tasks.
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Create Multiple Tasks from a Report
Help Guide for NextGen® Enterprise PM 8
Creating Tasks
Tasks can be created in three ways: Manually Automatically Mass generated from a report For more information on creating Task Types in File Maintenance, go to the NextGen Healthcare Success Community and download the File Maintenance Master Files Guide for NextGen Enterprise. Create a User Source Task You can create tasks manually by using the Add Task window. Creating Tasks for NextGen Enterprise You can generate tasks to be sent to users in NextGen® Enterprise from within NextGen® Enterprise PM. Automatically Generating a Task Tasks can be automatically generated and completed based on the action you set up to activate the task. Assign Tasks from the Report Server Add Tasks from Report Window Details Generating Worklog Task Reports Generating Auto Creation and Auto Completion Tasks Parent topic: Enterprise Worklog and Tasks
Help Guide for NextGen® Enterprise PM 8
Create Tasks from the Threshold Tracking Report
Access NextGen® Enterprise PM. Generate a Threshold Tracking report. The report appears on screen. From the report toolbar, select Tasks . The Add Tasks from Report window opens. In the Task Type field, select the task to be created for each encounter on the report. In the Assigned To field, select the users the tasks will be assigned to. Enter additional information for the tasks as needed. To save changes and close the window, select OK. The following prompt displays for encounters on the report that do not have an existing open task: n source(s) on this report do not have an open task of this type assigned. Confirm mass creation of n task(s). The following prompt displays for encounters on the report that do have an existing open task: n source(s) on this report already have an open task of this type assigned. The following prompt displays when all encounters on the report already have an existing open task: Cannot add any tasks. Every source on this report already has an open task
Help Guide for NextGen® Enterprise PM 8
Create Tasks from the Threshold Tracking Report
Access NextGen® Enterprise PM. Generate a Threshold Tracking report. The report appears on screen. From the report toolbar, select Tasks . The Add Tasks from Report window opens. In the Task Type field, select the task to be created for each encounter on the report. In the Assigned To field, select the users the tasks will be assigned to. Enter additional information for the tasks as needed. To save changes and close the window, select OK. The following prompt displays for encounters on the report that do not have an existing open task: n source(s) on this report do not have an open task of this type assigned. Confirm mass creation of n task(s). The following prompt displays for encounters on the report that do have an existing open task: n source(s) on this report already have an open task of this type assigned. The following prompt displays when all encounters on the report already have an existing open task: Cannot add any tasks. Every source on this report already has an open task
Help Guide for NextGen® Enterprise PM 8
Modify Multiple Tasks for Different Sources
Open NextGen® Enterprise PM. Select Tasks > Worklog Manager or from the main toolbar select the Worklognull button. The Enterprise Worklog Manager window opens. Enter the necessary search criteria, and then select Find to display the task list. Select the checkbox of the tasks you want to modify or choose the Select All option to modify all tasks in the list. Right-click and select Open. The Edit Tasks window displays with the tasks you selected, listed in the Edit Task List section. The Task Info tab is blank. Select the checkbox above each field that you want to change. Make the field changes, and then select OK. Parent topic: Working Tasks Assigned to You
Help Guide for NextGen® Enterprise PM 8
Modify Multiple Tasks for the Same Source
Open NextGen® Enterprise PM. Select Tasks > Worklog Manager or from the main toolbar select the Worklognull button. The Enterprise Worklog Manager window opens. Enter the necessary search criteria, and then select Find to display the task list. Select and double-click the desired task or right-click the task, and then select Open. The Edit Task window opens for the task you want to update. The window displays with the Task Info tab selected by default. Edit Task window Note: The Task Info tab is the only tab that can be used to make multiple task changes. Select the source type that you want to make changes to by selecting the drop-down arrow in the Open Tasks Filter field. You can choose a specific source type or all source types. Select the checkboxes in the Open Task related to this Source section for the tasks that you want to modify. Note: You can select or clear all the checkboxes by right- clicking on the Open Tasks related to this Source section. The Task Info tab now displays
Help Guide for NextGen® Enterprise PM 8
Discontinue Auto Creation of a Task
Open NextGen® Enterprise PM. Select Tasks > Worklog Manager or from the main toolbar select the Worklognull button. The Enterprise Worklog Manager window opens. Enter the necessary search criteria, and then select Find to display the task list. Select and double-click the desired task or right-click the task, and then select Open. The Edit Task window opens for the task you want to update. The window displays with the Task Info tab selected by default. Edit Task window Select the Discontinue future auto creation of this task type checkbox. Note: The Until option is selected by default and the corresponding date field becomes available. If you select Until you must designate an end date. You can select the current day or future dates for defining when system can start auto creating task. The date field displays only dates from the current day forward. Select OK.
button on the reports toolbar.
The Add Tasks from Report window appears.