My Work & Mentions

Click here to watch a quick video

Welcome to our new feature-My Work. The purpose of My Work is to give you a single dashboard where you can see and manage all of your tasks, notifications, and mentions. It’s like your stack of things to do right here under your home screen. To get started go to the left navigation bar and click on the bin icon.

On the My Work menu on the left side, you have Tasks, Alerts, and Mentions. Let’s start by defining each of these sections.

Tasks are action items that have been assigned to you or your role. Tasks can come from many different places throughout the system, My Work gives you a simple centralized location to see and manage all your tasks. Here are some different types of tasks that come into My Work:

  • Person-Centered Plan: Any activity you are responsible to complete in your agency’s PCP workflow, you can see what’s coming up due here for everyone you support so you can keep those PCP’s on track.
  • General tasks: You can add general tasks, or others can assign general tasks for you, that will show up on your list. Example, approve payroll on Fridays, check Shelter-in-Place kits monthly, etc.
  • Maintenance: Maintenance staff will see their maintenance requests and mark them as in-progress, completed etc. 
  • Incident Report: When reviewing an incident, certain staff can add tasks and assign them as a needed follow-up. For example, need to follow up with a PCP within 3 days of an ER visit.

Drills: When completing or reviewing an emergency or fire drill, certain staff can add tasks and assign them as a needed follow-up. For example, if batteries in the smoke detector need to be changed, or lint trap needs to be cleaned.

From the task list, you can perform the following actions:

Filter by Task Type, Time frame Due, Status, Location, Assigned to. You can expand/collapse the filter by clicking the green filter icon on the top right.

Add Task by clicking the blue Add Task button on the top right, next to the filter icon. This is how you add a “general” type of task.

 Click on any task to see the details and description of the task.

You can also comment on a task, and/or upload documents if the task type permits. For example, if it is a PCP type task to upload a copy of the PCP, you can upload the document to that task and mark it as complete, right from the My Work screen.

  Update Status of tasks to In-Progress or Completed.

Next, the Alerts section will show you any notifications that are generated from iCareManager based on workflow rules set up by your system administrator.

  • Click on any task to see the details and description of the notification.
  • Create a follow-up task by clicking on the blue button that says Add Follow-Up.
  • Comment on the task as needed.

Finally, we are pleased to introduce Mentions. In any comment box in iCM, now you can “tag” another user by mentioning them with the @ symbol and their name. When you type @ and then start to type the names will appear and you can select the staff you want to mention. 

By mentioning someone, they will get a notification that they have been mentioned in My Work.  And you will see all of your mentions here:

There are many different places in iCM where you can be mentioned in a comment, including but not limited to:

  • Outreach
  • Incident Reporting Center
  • Medical Appointments
  • Task Comments
  • PCP Tasks

As with all our features make sure to allow access to this new feature. Permissions for this module can be set in the feature My Work.

If you need any further assistance please reach out to us. 

Contact Information

For more information please contact us at:

888.426.4020

help@icaremanager.com  

Still need help? Open a Ticket Open a Ticket