Overview
Case Tasks are created for every contact in the tracing process as well as initially for the reported person. Case Tasks are where the work on a case primarily takes place, and they include scripts that guide you when talking to the affected individual.
Create a Case Task
- Follow the View Cases Assigned to Me guide to navigate to your assigned cases, and select the case record to update.
- Scroll down, and click on the Case Tasks tab.
- Click New.
- Enter the name of the person that was exposed or reported in the Exposed Contact field.
- If there is a date that this task must be completed by, select the date in the Due Date field.
- If this task is being created for a reported person (the person on the original case), select Exposure Case Investigator Survey - UCI Campus from the Survey reference field. Alternatively, for a exposed contact, select Exposure Contact Tracer Survey - UCI Campus from the reference field.
- Enter the name of the staff member that will be reaching out to the contact in the Assigned To field.
- Click Submit at the top right corner of the screen to create your Case Task.
- Now that your case task record is submitted, follow the Complete a Case Task guide to use the script and case task to follow up with the exposed contact.
Revision History
| Revised By | Revised Date | Approved By | Approved Date | Comments |
|---|---|---|---|---|
11 | TBD | TBD | Initial draft. | |
| Anusha Kethineni (Unlicensed) | Updated the page with new UI screenshots |
GUIDE STATUS: Status colour GreyYellow title DraftIn review
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