When you click on a task, the Job progress pane appears next to the Task preview.
The assignments shown in the Job progress pane depend on your practice configuration and your user role and workflow assignment permissions.
If a task type is assigned, only the assignments linked to that task type will be displayed.
If you do not have access to a workflow assignment, it will appear greyed out but visible.
Launch a URL or API
Click the assignment’s icon to launch its configured URL or API.
Update job progress
Tick the checkbox next to an assignment to open the Update progress box.
Enter the completion percentage and any relevant notes.
Click Submit to update the progress.
Tip: If you tick Completed, the percentage defaults to 100%.
NOTES:
Assignments that are started but not complete show a progress percentage.
Assignments that reach 100% show a large green tick.
Assignments and task types with an associated help PDF show the Need help? icon.