Tasks

1. DASHBOARD LINK (EpiTrax Logo)

Click the EpiTrax Logo to get to the User Dashboard from any screen.

2. USER GREETING

The greeting name is in SETTINGS > General User Information.

3. APPLICATION MENU

Menu options vary based on implementation and user access.

4. NAVIGATION MENUS

Options to assist with CMR navigation and investigation processing.

5. WORKFLOW SECTION

Options in this area vary based on the current state of the record.

6. CMR RECORD HEADER SECTION

Contains Record ID, as well as other important data about the record.

7. BRIEF RECORD NOTE TOOLS

Allows you to add and save a quick note to the record.

8. CMR RECORD TABS SECTION

All available tabs for the record display here. Click a tab to view its data.

9. TASKS AREA

Includes existing tasks, as well as buttons to add and schedule new ones.

10. TASK SCHEDULE BUTTON

Use to schedule a task once it has been created.

11. + ADD TASK

Click to begin the process of creating a new task for the record.