This functionality should only be used if a KEES case does not exist.
Click the KEES Logo to start outside of the context of a case. The KEES home page displays.
Click the Add Task button in the Task Portlet. The Manual Task – No Case window opens for task information to be entered.
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-No 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 the date the task is created in the Received Date field using the <mm/dd/yyyy> format or the calendar icon.
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-No Case window closes and the user is returned to the KEES home page.