Creating, Reviewing, Editing and Disposing Tasks and Reminders

Tasks and Reminders are essentially a virtual to-do list. They are designed to assist you in tracking your daily, weekly, monthly, and yearly tasks so important items are not missed.

Tasks / Reminders appear in the VaCMS when you need to take action. They appear according to business rules set in the VaCMS. For example, a task is generated when a case has been created, 25 days have passed, and eligibility has not yet been run.

If a task / reminder is not completed by its due date, it escalates to your primary Supervisor. But if you satisfy the task / reminder in time, it disappears from your homepage. For instance, if you run eligibility after receiving the task / reminder described above, the task / reminder is automatically disposed of from your homepage by the VaCMS.

Listed on this page are step-by-step instructions for creating tasks / reminders, reviewing and editing tasks / reminders and disposing tasks / reminders.

1. From the Left Navigation menu, click Dashboard Tools.

2. Click Tasks / Reminders.

3. Click Create Manual Tasks / Reminders.

4. The Create Manual Tasks / Reminders page displays.

5. Enter an Employee User ID, Case / Application / Screening #, or Vendor # (if applicable), Priority, Due Date and Task / Reminder text.

6. Click Submit.

1. From the Left Navigation menu, click Dashboard Tools.

2. Click Tasks / Reminders.

3. Click Employee Tasks / Reminders.

To Review Tasks / Reminders

On the Employee Tasks / Reminders page, view the Outstanding Tasks / Reminders at the bottom of the page. You can also use the Search Criteria section to narrow the results that display.

Add the following at end.  

1. Choose a Tasks / Reminder Preferences from the dropdown menu.

2. Click Search.

3. All tasks / reminders associated with the case worker will appear at the bottom of the page.

To Edit Tasks / Reminders

1. Select Manual from the Disposition Type dropdown menu.

2. Select My Tasks / Reminders from the Tasks / Reminder preferences dropdown menu.

3. Click Search, then click the edit icon (pencil) for the item you want to edit.

4. The Edit Tasks / Reminders page displays
   Note: The Task / Reminder Due Date must be within the selected date range to appear in the search results.

Note: The Task / Reminder Text field is not editable for system-generated or manually-generated Tasks / Reminders.

1. From the Left Navigation menu, click Dashboard Tools.

2. Click Tasks / Reminders.

3. Click Employee Tasks / Reminders.

4. Use the Search Criteria to narrow search results.

5. Click Search, then click the pencil icon for the item you want to edit and dispose.

6. Select a Disposition Reason from the dropdown menu, then click Update.

7. Click the checkbox next to the task / reminder you just edited and want to dispose.

8. Click Dispose.

Updated 04/25/2016