RTasks: Chore Notes Required

When assigning chores to staff, users can require that staff enter a note with completion of the chore.  This feature is helpful, for a chore such as "Check refrigerator temperature" and you want staff to be prompted to record the temperature in the note field.

Requiring a note for specific chore:

  • From the Desktop ResiDex Home screen -> click the "Provider" tab
  • Click the "Chores" button to add/edit chores
  • Click any box under the "Require note" column to specify which chores need a note

What happens:

When documenting in RTasks, if you click "Complete" before entering a note for that service, you will see a pop up prompting to enter a note.  Enter the note in RTasks and click Complete.