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Output when a Checklist is Completed

This setting contains the template that is used when a Tasks is saved or a Checklist is completed.

The output is used if the Assignment requires a Care Note to be created.

The format of the template can use the following placeholders: -

#ChecklistName#
#Description#
#AssignmentType#
#AssignmentName#
#CompletedBy#

#TasksCompleted#
This placeholder will be replaced with a list of comma separated completed Tasks with any extra comments included.

#TasksCompletedCR#
This placeholder will be replaced with a list of carriage return separated completed Tasks with any extra comments included.

#Tn#

This placeholder is replaced with the word COMPLETED.

#Tn-Description#
#Tn-Priority#
#Tn-ExtraTitle#
#Tn-ExtraText#
#Tn-CompletedBy#
#Tn-CompletedByInitials#
#Tn-CompletedWhen#
#Tn-CompletedWhenShort#
#Tn-CompletedTime#

The above placeholders are for each Task on a Checklist. The n equals the unique Task ID primary key. This allows for templates to be created with specific task entries in specific locations.

Other special template commands include: -

{IF “#Tn#” CONTAINS “Completed” THEN

“Your content”

“}

In this example we test to see if the specific Task has been completed.

{IF “#Tn-ExtraText#” CONTAINS “Test” THEN

“Your content”

“}

In this example we test to see if the extra data contains a specific value.

{IF “#Tn-ExtraText#” DOES NOT CONTAIN “Test” THEN

“Your content”

“}

Only create a note when the Checklist is Completed

This setting means that a note is only created if the Checklist has been completed.

If this setting is not set then each time a set of tasks are saved a note is created and stored against the service user.

If this setting is set then when the final entry on the checklist is completed and the completed flag is updated, the note is then created.

If this setting is checked and the checklist is not completed (e.g. it expires) then no note is created.