How Do I Complete A Scheduled Event?

Complete a To Do Task

  1. Under the section labeled To Do List, click on the Edit/View link, located in the column to the right of the desired To Do Task.
  2. Enter a date into the field labeled Date Completed.
  3. Click on the [SAVE] icon.

Insert a Scheduled Performance Review or Follow-Up

  1. Click on the Edit/View link to the right of the desired Scheduled Review or Review Follow-Up.
  2. Enter the desired review information, and click on the [SAVE] icon.

Insert an Incident Follow-Up

  1. Under the section labeled Incident Follow-Ups, click on the Edit/View link to the right of the desired Follow-Up.
  2. Insert the desired follow-up information, and click on the [SAVE] icon.