Select Tasks from Utility Navigation while in the context of a case. The Task Management window opens.
Click the Add Task button. The Manual Task-In Case window opens.
Click the Select button under Worker Assigned to assign a specific worker to the task:
The Select Worker window opens.
Enter appropriate search criteria and click the Search button.
Click the radio button for the appropriate Worker and click the Select button. The user is returned to the Manual Task In Case window with the selected worker’s Worker ID displayed.
Enter a Due Date using the <mm/dd/yyyy> format or the calendar icon.
Enter a Received Date using the <mm/dd/yyyy> format or the calendar icon. The received date should be set using the date the task is created.
Select the appropriate Region from the drop-down menu.
Select the appropriate Location from the drop-down menu.
Select the appropriate Queue from the drop-down menu.
Select the Alert queue for an EES medical program.
Select the PPS queue for a PPS program.
Select the appropriate Task from the drop-down menu.
Select Change if the Task is for the DCF Purple Team.
Select Follow-Up Needed if the task is for the DCF Orange-Purple Team.
Select Manual Task if the task is for PPS.
Leave the Contact Type blank.
Enter Task Details.
Click the Save and Continue button. The Manual Task-In Case window closes and the user is returned to the Task Management window.
Close the Task Management window.