Adding Notes to EMIS Web Tasks
Including notes in EMIS Web tasks can be an effective way to communicate additional context or non-essential information that may help users understand or action tasks more efficiently. However, it's crucial to use this feature judiciously to avoid losing important information or creating a cluttered task list.
Steps to Add Notes
To add a note to a task, follow these steps:
- Access the Tasks section in EMIS Web by selecting Workflow Manager and then Tasks in the navigation pane.
- Select the specific task to which you wish to add a note from the right-hand pane.
- On the ribbon, click Add Note. A separate screen will appear where you can type the text of your note.
- After entering your note, click Close. A note icon will indicate that a note has been attached to the task.
"Using notes for non-essential information helps keep the main task focus clear, aiding in efficient task management and reducing the risk of overlooked critical details."
Important Considerations
It's important to remember that notes should be used for non-essential information only. The reason being:
- Notes are not part of the auditable history of a task.
- If a task with a note is replied to or forwarded, the note does not accompany the reply or forwarded task.
In summary, while notes are useful for context, they must be used mindfully to avoid compromising the integrity and auditability of essential task information. Always ensure the main action points of the task are captured in the primary task dialogue.
