If you need to make changes to a task you have already assigned, follow the
steps below.
-
Go to the .
-
Select the appropriate observation.
Associated tasks display in the
observation record.
-
Click the task you want to edit.
The View Task window opens. If the task
has not been completed, the Edit and Delete buttons are enabled. Otherwise, they
are disabled and you cannot make changes to the task.
-
Click the
Edit button
to make changes to the task.
The Edit Task window opens. Make the necessary
changes and click
Save.
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You can also delete a task, as needed by clicking the
Delete button from
the View Task window.
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Click Close on the View Task window.
Note: You cannot edit a task that assigns training directly since that task
is completed as soon as it is assigned. See the Assign Follow-Up Tasks topic for
more information about this type of task.