To Do List | Main Page

The To Do List provides end users with a clear list of TouchPoints they need to review or re-take after a period of time has passed.

To Do List elements can be added directly to both Assessments (Legacy) and TouchPoints.

1. Adding To Do List Elements to TouchPoints and Assessments

2. To Do List Access / Allowing Review Staff To Do

3. Recording a To Do List Element

4. Viewing My To Do List

5. Viewing Staff To Do List

6. Clearing items from the To Do List