The Actions tab lets you view and manage all planned care tasks for a specific resident. Follow the steps below to get started.
Access the resident’s actions
Go to the Residence tab.
Select the resident.
Open the Actions tab to view all actions assigned to that individual.
Review action categories
Actions are grouped into the following categories:
Missed actions
Overdue actions
Current actions
Upcoming actions
Completed actions
Search and filter actions
Use the search bar to find actions by keyword.
Turn on Show Priority Actions to highlight any actions marked as important.
Filter by status and assignment
You can narrow down actions by:
Status (e.g., completed, pending)
Assigned staff member
Time range (when actions are due)