Document Summary Page via My Tasks
From the main My Tasks page, click the number in the Document column.
This opens the document summary page. The top part is the same as the document summary under the Errors page (see Document Summary page via a Statistics page).
The bottom lets you take these actions:
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To do this … |
Do this … |
Number (see graphic below) |
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Edit the data in a form |
Click Edit the document to change the data in a form. See Overview of Forms. |
1 |
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See the data in a form |
Click View the document to see the data in a form. See Overview of Forms. |
2 |
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Assign, change status, or change priority of the task |
Use the Task Actions area. Click Update. |
3 |
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Add and view comments |
The last few comments appear at the bottom, just above the Comment box. Click another page number below the list of comments to see more comments. To add a comment, type it in the comment box at the bottom and click Add Comment. |
4 |
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See a history of all events for this document |
Click the History tab at the bottom. To read a comment, click on it. To read all comments, click Show all comments. To read details about data that has been changed, click Show Details about fields changed in the document. If this document was changed and the changes affected other documents, the History tab will contain links to their summary pages. This can happen if you corrected an error above the claim level, for example. |
5 |
