Assessments & Service Plans
If configured, any user with the abilities to record assessments and schedule services will be able to schedule services while conducting an assessment, ensuring you keep both in sync.
Add Services from Assessments done in RTasks:
- Start the assessment in RTasks
- Select the appropriate assessment option
- Any assessment item selected 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 appear, allowing the user to schedule, assign, and add task details as needed.