Manage a training task in Workspace

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Manage the training support for a Patient Support Services program with training tasks and checklists.

    Before you begin

    You must have access to enrollment cases.

    Role required: sn_patientservice.nurse_educator

    About this task

    A training task is created based on the appointment booking workflow. For more information, see Appointment booking workflow in Patient Support Services.

    Procedure

    1. Open your Workspace by navigating to All > Patient Support Services > Workspace.
    2. Go to Lists > Conduct training tasks > My tasks.
    3. Click a link to the task you want to update the status for.
      You can work on a training task when the state of the task is Booked appointment. In the Patient Support Services application, the training tasks are booked by patients.
    4. In the State field, update the status of your task.
      • Select Work in progress when you are still conducting the task.
      • Select Completed when the task is completed.
      • Select Canceled when the task could not be completed.
    5. Save your changes.
      • When the task is still in progress or canceled, click Save on the training page.
      • When the task is completed, click Complete on the training page.

    Result

    The status of the task is reflected on the Fulfill services task page of the Program services activity in the playbook. For more information, see Working on an enrollment case in Workspace.