Creating Groups for Task Allocation

So that a task can be allocated to the appropriate people, groups can be created in My Tasks on the left-hand-main menu.







In My Tasks, choose the Maintain Groups tab and click Add new Group






Choose whether the new group is to be role-based by selecting the roles that need to be in the group, or whether it needs to be a selection of individual people, by adding in each person one by one, then name the group







Save new group

Below, I have added two roles to the group. The number of users in each group is visible on the right. Once the group is saved, it can be seen in the drop-down list in User Task Types and tasks can be assigned to that group.





Using Tasks in Drug Administration



When a task is added to a protocol, it displays in Drug Administration in the steps of the protocol in the order in which it should be done.





· To answer questions asked for the task, click Discussion. A pop up window opens with a text field to answer queries or make notes.

· Status changes from yellow (task pending), to red (task overdue) to green (task completed).