9.1 Understanding Tasks

Purpose: Tasks represent actions that need to be completed as part of case or contact investigation workflows.

Task Applications:

Tasks in the system can represent three main types of activities:

1. Action Items
   • Phone calls to arrange
   • Follow-ups to schedule
   • Documentation to complete
   • Approvals required
   • Examples: “Call patient tomorrow”, “Schedule home visit”, “Review lab results”
2. Patient Actions
   • Medical interventions
   • Isolation and quarantine periods
   • Testing requirements
   • Examples:
     • “Isolate” (Start: Today, End: +14 days)
     • “Quarantine household members” (Start: Contact date, End: +10 days)
     • “PCR test on Day 5” (Due: +5 days from onset)
3. Survey-Based Data Collection
   • Structured interviews
   • Data cleaning and review
   • Information gathering
   • Examples:
     • “Complete case interview” (using Case Investigation survey)
     • “Conduct contact interview” (using Contact Tracing survey)
     • “Data quality review” (using Data Cleaning survey)

Task Components:

• Task Type: Category of task (Interview, Follow-up, Testing, etc.)
• Task Template: Reusable template defining task details
• Due Date: When task must be completed
• Priority: Urgency level (Low, Medium, High, Critical)
• Assignment: Who is responsible
• Survey: Optional structured data collection form
• Status: Not Started, In Progress, Completed, Cancelled

9.2 Task Types

Purpose: Categorize tasks for reporting and workflow management.

Path: Settings → Lookups → Task Types

Fields:

• Name (required, e.g., “Interview”, “Follow-up Call”, “Lab Review”)