Medical Emergency Tasks

Medical Emergency Tasks

When job severity is updated to Medical Emergency a Zoho task is created and routed to the Medical Emergency team to resolve. 


While navigating Case Views, you may notice a  Delete  option. Do not delete case views or cases. See your Supervisor for assistance.

    View Tasks

    There are 2 ways to access Zoho tasks:  
    1. Kanban Task Board:
      Click the expand menu to select the Kanban and view tasks by status.
    2. Activities Tab:
      Select Activities, Select Tasks on the left, and choose the My Open Tasks View
      Or My Tasks to view all tasks in every status.
      Note: Click the Star beside the View title to add to your Starred Views section:


    Update and Complete Tasks

    1. Navigate to your task queue
    2. Open the task (two ways)
      1. Open Short Task:
        Click the Task Title, the task opens on the
        right to update status or add comments.
      2. Open Full Task:
        Hover over the task, click the Edit icon to edit required task fields. Update the Subject and select the Status Reason Code.
    3. Update the Task required fields:
      • Subject : If necessary
      • Status : While your task remains open, toggle between the following statuses appropriately to track your work:
        • In Progress
        • In Progress 2
        • Pending
        • Pending Completion
        • Out of Scope
        • Waiting on someone else  
      • Status Reason Code: Select from the dropdown
    1. Swivel to ServiceBench:
      • Perform all research, update notes/comments, and add attachments.
      • Continue to utilize all current tools to resolve the issue.
      • Copy your Service job comments to the Zoho Task. 
    1. Complete the task:
      1. Complete the ServiceBench Exception
      2. Complete Zoho Task.
        1. Find and open the task.
        2. Click Mark as Complete, choose a resolution and click Save. 
    Reopen Tasks
    1. If you reopen the task, you can update individual task fields and a resolution reason. 
      The Resolution box will not open again at the top of the page.

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