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How can I view my past or pending tasks?

To access completed tasks, tasks marked as not complete, and pending tasks, via the Dashboards > Compliance section.

1. Navigate to the Compliance Dashboard

From the left-hand navigation panel, select Dashboards and then click Compliance.

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2. Search and Filter for a Task

The Compliance Dashboard displays all facilities associated with your account. From here, you can narrow down your search using the available filters:

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  • Facility: If you are assigned to multiple facilities, use the All Facilities dropdown to search for and select a specific facility.
  • Date Range: By default, the date range is set to 7 days. You can adjust the date range to view tasks from up to 90 days.
    • Need information from more than 90 days ago? Please contact our Support Team.
  • Search: Enter a keyword related to the task in the search bar and press Enter.
  • Task Status: Use the available status filters to view tasks that are Completed, Marked Incomplete, or Pending.

3. View Task Details

To view additional details for a specific task, click the eye icon to the left of the task name.

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This will open the task record, where you can review the task details and, if the task is still pending, complete the task.

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For additional assistance please email our Support Team.