Notes
Slide Show
Outline
1
New Task Book Pages
2
Grid Layout
  • View all taskbooks
  • Easily add a row to add new taskbook
  • Evaluation linked directly to the associated taskbook


3
Task Book Evaluation
  • Once radio button is clicked cannot be edited (grayed out).


  • To correct – delete row.


  • Include first taskbook evaluation to reset the 3 year date.


  • Successful evaluation is mandatory for IQCS to apply competency.
4
Evaluation Data Security
  • Once the radio button is clicked, you cannot change it. You will have to delete row and start over or “Return to Search” without saving.


  • Comments can be edited until the taskbook is completed or expired.


5
Taskbook Certification
  • Click “Refresh” for Certifier ID box to open
6
Taskbook Certification
  • When certified and saved the competency will be applied to the individual’s record.


  • Once saved, cannot be edited.
7
Expired Taskbook
  • The taskbook will expire 3 years from the date issued or from the first experience documented on the taskbook evaluation page.


  • If a taskbook expires, no documentation can be added to that taskbook.


  • If the taskbook expires a new task book row
    will need to be added to open  and complete
    that taskbook.
8
Expired Taskbook

  • A taskbook may expire before the account manager can document the first experience to reset the expire date on the taskbook.


  • A new taskbook row would have
    to be added to reopen the taskbook.
9
Expired Taskbook
  • A taskbook may expire before the account manager can document the “successful” experience and certify the completion of the taskbook.
10
Certified Taskbook
  • A certified taskbook cannot be edited.
  • An expired taskbook cannot be edited.


  • The restrictions on editing and expired taskbooks ensure that the data in IQCS is synced between the taskbook, competency, and redcard pages.



11
THE END