Assessments & Service Plan Links

If configured, any user with the ability to record assessments and schedule services will be able to schedule services while conducting an assessment, ensuring you keep both in sync.

Contact Residex Support for assistance in creating links from assessment items to services.

Add Services from Assessments:

Start the assessment in RTasks and select an assessment option.  Not all assessment items will have linked services.  Any assessment item that has been linked to services will have a blue button visible, "show related services".  

Clicking on this button will allow you to view linked services.   Click on 'add to schedule' to add the service.  Entry fields will appear, allowing the user to schedule, assign, and add task details as needed.