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Managing Tasks

Updated over 2 years ago

TURN OFF TASK ALERTS (ACCOUNT LEVEL)

You can manage Tasks at an account level by going to the Settings side menu and selecting Configuration > Task Type.

Here you have the ability to:

  • Turn off a specific alert or multiple alerts for all claims or,

  • Change the number of days before alert displays

To turn off one or multiple alerts for all claims, move the switch next to the relevant task (pictured below) and then press save. These alerts can be turned off or on at any time.

If you turn off a task that has a relationship to the Injury Workflow located on the Summary Page, the relevant tile will no longer display in the workflow. For example, if you turned off the First Medical Certificate Required task, the tile would disappear from the Injury Workflow and you would not be prompted to complete that task.


ADJUST ALERT DAYS

You can manage the number of warning days before an alert will flag as due, and display on the Home page/Alerts section.

If you'd like to adjust the days to be different to the default settings, go to the Settings side menu and selecting Configuration > Task Type. From here, simply update the relevant alert as required, then scroll to the bottom of the page and select Save.


INDIVIDUAL INJURY TASKS

To turn off task alerts for individual injuries, enter the injury file and from the side bar select Details > Tasks. Then, select the Task Type button from the right hand side of your page.

A list of tasks will show just for that injury.

You can then turn tasks on or off for that injury using the switch next to the relevant task. Then select Save.

If you turn off a task that has a relationship to the Injury Workflow located on the Summary Page, the relevant tile will no longer display in the workflow. For example, if you turned off the First Medical Certificate Required task, the tile would disappear from the Injury Workflow and you would not be prompted to complete that task.


DELETING INDIVIDUAL ALERTS

To delete an alert for individual injuries, enter the injury file and from the side bar select Details > Tasks.

Find the Task you would like to delete and select the 3 dots on the right-hand side, followed by Delete.

You will be prompted to confirm if you wish to proceed with the deletion by selecting Delete again or you can Cancel the request.

If you delete a system-generated alert by mistake i.e. "First Medical Certificate is required", you aren't able to reinstate these. Please reach out to support@solv.com.au for assistance.

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