This screen allows you to view and access action items based on your role within your agency. The top section of the screen displays only the bucket, or buckets in which you (or if you are a supervisor, your team) have assignments that require an action be taken within a specific time frame. You can view the list of each bucket's quantity of past due and upcoming items by selecting the linked number/region within the bucket. This list displays each item's due date, a badge that identifies the item as falling within the time frame required.
You would navigate to this screen to add/assign yourself custom action items such as completing your time sheet. Supervisors can also view each team member's Action Items screen as that team member. The team member's Action Items screen is where the supervisor would add custom action items that would then be assigned to that team member. (See About action items)
Add a custom action item for a team member
View all upcoming actions items within a bucket
View action items on a case record
View action items on a provider record
Add a custom action item for yourself
View a team member's action items
Add a custom action item for a team member
Filter the action items list view
Sort the action items list view
Set action item priority
Dismiss multiple action items
[add links to rules here]
[CF58_S02]