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When Add is selected from the Associated Tasks screen, the Task List will display. Select a task and then select Insert from the action bar to add it as an associated task.

 

NOTE: The same task may be added multiple times as an Associated Task to the lead/parent task.

 

The Association Schedule screen will then display to determine when the task will need to be scheduled. Below is an explanation of each field:

 

•Schedule Sequence: The following fields will determine at which point each associated task will be scheduled.

•N/A: Select this option if the parent/lead task will be scheduled for the original time slot selected from the scheduling grid. If this option is selected for any subsequent associated tasks, the tasks will be moved to the Unscheduled status.

•From First Task: Select this option if the task will need to be scheduled a certain amount of time after the first associated task listed in the Associated Task list. If this option is selected, the Schedule Lag Time fields will be available for selection.

•From Previous Task: Select this option if the task will need to be scheduled a certain amount of time after the previous associated task listed in the Associated Task list. If this option is selected, the Schedule Lag Time fields will be available for selection.

 

•Schedule Type: The following fields will enable the following features:

•Lag Time: Select this option to enable the Schedule Lag Time options.

•Same Time: Select this option to schedule the task at the exact same time as the lead task, first task or previous task. If this option is selected, the Schedule Lag Time fields will be disabled.

•Follows: Select this option to schedule the task immediately following the lead task, first task or previous task, based on the order on the Associated Task screen. If this option is selected, the Schedule Lag Time fields will be disabled.

 

NOTE: The Same Time and Follows options will work dependent on which Schedule Sequence is selected.

 

•Schedule Lag Time: The following fields will only be accessible if Lag Time has been selected as the Schedule Type.

•Minutes/Hours/Days: Enter the number of minutes/hours/days in between each task's scheduled date/time.

•Minutes From Task: Select this option and enter the number of minutes after the first or previous associated task before this particular associated task should be scheduled.

•Hours From Task: Select this option and enter the number of hours after the first or previous associated task this particular associated task should be scheduled.

•Days From Task: Select this option and enter in the number of days after the first or previous associated task this selected associated task should be scheduled.

 

 

NOTE: When a new associated task is created, Minutes From Task will default to being selected for 5 minutes. If the Schedule Lag time is changed to Hours From Task, it will default to 1 hour. And if Days From Task is selected it will default to 1 day.

 

 

Use Case Scenarios

 

The following are examples of how associated tasks may be used.

 

Scenario 1:

 

OR Procedure Series has been set up as the "lead" task and has Associated Task selected on the Task Table Edit screen. It then has the following three associated tasks set accordingly:

 

•OR Procedure 1: Association Schedule has N/A selected.

•OR Procedure 2: Association Schedule has From First Task selected, Lag Time selected and Days From Task is set to "1."

•OR Procedure 3: Association Schedule has From Previous Task selected, Lag Time selected and Days From Task is set to "1."

 

When scheduling an OR Procedure Series for Monday at 9:00 a.m., the system will automatically schedule OR Procedure 1 for Monday at 9:00 a.m., then OR Procedure 2 for Tuesday at 9:00 a.m. (one day from the first task), and then OR Procedure 3 for Wednesday at 9:00 a.m. (one day from the previous task).

 

The above scheduling scenario would also apply to the following settings:

•OR Procedure 1: Association Schedule has N/A selected.

•OR Procedure 2: Association Schedule has From First Task selected, Lag Time selected and Hours From Task is set to "24."

•OR Procedure 3: Association Schedule has From First Task selected, Lag Time selected and Hours From Task is set to "48."

 

Scenario 2:  

 

OR Procedure 1 has been set up as the "lead/parent" task. It then has the following associated tasks set accordingly:

 

•OR Procedure 2: Association Schedule has N/A selected.

•OR Procedure 3: Association Schedule has N/A selected.

 

When scheduling OR Procedure 1 for Monday at 9:00 a.m., the system will automatically schedule OR Procedure 1 for Monday at 9:00 a.m. OR Procedure 2 and OR Procedure 3 will be placed at the Unscheduled status. OR Procedure 2 and 3 will then need to be scheduled for the appropriate resource.

 

Scenario 3:  

 

OR Procedure 1 has been set up as the lead/parent" task. It is being scheduling for the resource "OR 1." It then has the following associated tasks set accordingly:

 

•OR Procedure 2: Association Schedule has From First Task selected, Lag Time selected and Days from Task set to "1." Resource "OR 1" has been assigned to this task.

•OR Procedure 3: Associated Schedule has From Previous Task selected, Lag Time selected and Days From Task is set to "1." Resource "OR 2" has been assigned to this task.

 

When scheduling OR Procedure 1 for Monday at 9:00 a.m. in the "OR 1" resource, the system will automatically schedule OR Procedure 1 for that time at that resource. OR Procedure 2 will then be scheduled for Tuesday at 9:00 a.m in the "OR 1" resource. OR Procedure 3 will be placed at the Unscheduled status because resource "OR 1" has not been assigned to the task.

 

NOTE: If the scheduler does not have access to the resource assigned to a task on the schedule, the task will be placed at the Unscheduled status and will then need to be scheduled for the appropriate resource.