Notes and Schedule
Schedule completion
See how completing scheduled work changes its visible state.
Schedule completion shows whether planned work is still active or has been finished. Each Schedule card or calendar item displays its current state, such as Queued, In progress, or Done.
Complete work from Schedule
- Open Schedule in the workspace that contains the item.
- Select the scheduled item. In a month view, select its calendar entry to open the details first.
- Choose Launch to open the scheduled Guide or Form.
- Complete the work and submit its result.
- Return to Schedule. The exact occurrence you launched changes to Done after CareMap records the result. Reopen or refresh Schedule if the updated state has not appeared yet.
Choosing Launch by itself does not mark the occurrence complete. CareMap uses the schedule details carried into the submitted result to update the correct item. Launching the same content directly from somewhere else may create a result without completing the scheduled occurrence.
Mark a recurring occurrence done
For a projected occurrence in a recurring schedule, you can record completion without launching the content:
- Open the occurrence.
- Choose Done. On a compact screen, open Actions and choose Mark occurrence done.
- Wait for the save to finish.
The occurrence remains visible as Done and shows Marked done. Other occurrences in the recurring schedule are unchanged. This action records a schedule exception only; it does not run the Guide or Form and does not create a Report.
If Clear or Clear exception is available, use it to remove a manual or occurrence-level completion state. Clearing the exception returns that occurrence to the schedule's normal state.
Understand assignment items
An assignment due date can also appear in Schedule, but it is managed by the assignment workflow. It does not offer the Schedule Done, Skip, or Reschedule controls. Launch and complete the assignment instead. After its completion is recorded, it no longer appears as an active assignment due item.
If completion does not appear
- Confirm that you launched the exact occurrence from Schedule and submitted the resulting work.
- For recurring work completed outside the player, use Done on that occurrence when the action is available.
- If the item is an assignment, complete it through its assignment action.
- Read any error shown below Schedule and try again. If Clear exception is available after marking the wrong occurrence, clear it and update the correct one.