View a training task in Workspace

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

    • View a training task in Workspace to complete enrollment activities for a patient support services program.

    Before you begin

    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. View training tasks assigned to you or your groups.
      • View training tasks assigned to you by navigating to Lists > Conduct training tasks > My tasks.
      • View training tasks that belong to your groups but have not been assigned to anyone by navigating to Lists > Conduct training tasks > My groups unassigned tasks.
      • View all training tasks by navigating to Lists > Conduct training tasks > All.
    3. Click the link to the training task you want to view.

    Result

    The selected training task page opens in another tab within Workspace displaying the details of the training task.

    What to do next

    Manage a training task in Workspace.