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05.01.10.P. Primary Activities

MJ Freeway Sites with the Tasking module enabled may set schedules and automatically-assigned grow tasks for employees. Through Primary Activities, management may create tasks to be assigned for general workflow and for patient appointments.

**Note: If your MJ Freeway Site does not show the option for Task Scheduling, either it has not been enabled on your site or may not be part of the package you have purchased.  Contact Support@MJFreeway.com or call Support Ext. 1 and ask if the Tasking Module is enabled for your MJ Freeway Site. 

 

To add a Primary Activity:

Navigate to GramTracker > Admin > Customize Lists > Primary Activities

Navigate to GrowTracker > Grow > Setup > Customize Lists > Primary Activities

 

Select List terms, which will then bring you to the following menu option:

Select Add terms.  This will take you to the Add term to Primary Activities option. 

Under the Identification screen, you can add:

Term name: The name of the term as it will appear on schedules. For example, sweep floor, check for males, etc. 

Description: A description of the task, potentially for a description of best practices.

Used for Visitor Appointments: A checkbox to indicate if this is a task that will be used for Patient Appointments.

Upload an Activity Image: An image, such as a photo of the activity or a flowchart for the workflow, may be included.                                                                                                                                   

 

Advanced Options

In this section, you can denote the order in which this task will appear under Activity Name.  The higher the number, the lower on the list.  The smaller the number the higher on the list. 


Click Save at the bottom of the page when finished.

 

For information on how to Schedule a task, click Here

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