Create a Case Task

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

1. Follow the View Cases Assigned to Me guide to navigate to your assigned cases, and select the case record to update.
   
   
   
   
2. Scroll down, and click on the Case Tasks tab.
   
   
   
   
   
3. Click New.
   
   
   
   
   
4.  Enter the name of the person that was exposed or reported in the Exposed Contact field.
   
   
   
   
5. If there is a date that this task must be completed by, select the date in the Due Date field.
   
   
   
   
6. 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.
   
   
   
   
7. Enter the name of the staff member that will be reaching out to the contact in the Assigned To field.
   
   
   
   
8. Click Submit at the top right corner of the screen to create your Case Task.
   
   
   
   
9. 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.

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