ProofPilot How To

Activation & Expiration Rules and Repeating Tasks

You may edit the rules in any repeating task, giving you the ability to create a series of repeating tasks that provide important analytical opportunities, which are timed or assigned in irregular situations.

Currently, every repeating task activation rule is defaulted to activate if the prior task in series is completed. This means that Repetition 2 will not activate unless Repetition 1 is completed.

This, however, is not ideal for situations like medication adherence where you want an individual to take dose 2 still, even if dose one was skipped. Currently, you need to edit the rules and remove the “complete”  to accomplish this.

In a future release, we will add an option when you create rules that automate this decision.