Completing Tasks

Overview

When a compliance task is due, you complete it through the Complete Task modal. This modal adapts its form based on the task's primitive type (heartbeat, inspector, meter, clock, or certificate) and collects any required evidence before saving the completion.

Opening the Task Completion Modal

You can open the task completion modal from several places:

• Click the completion button on any task row in the Compliance Dashboard timeline
• Click a task in the calendar view

The modal opens with the task title "Complete Task" and a green checkmark icon.

Modal Layout

The completion modal contains the following sections from top to bottom:

Task Information

A summary card shows:

• Task title and description
• Category badge (e.g., Sterilization, Radiation)
• Due date (e.g., "Due Mar 12")
• Frequency (e.g., Weekly, Monthly) -- shown for recurring tasks
• View SOP link -- if a Standard Operating Procedure is linked to the task

Completed By Selector

A required dropdown labeled Completed by where you select the staff member who performed the task. This must be set before the completion can be submitted.

Primitive-Specific Form

The main form area renders the appropriate completion form based on the task's primitive type:

• Heartbeat -- Simple confirmation
• Inspector -- Pass/Fail selection with lot number
• Meter -- Numeric reading with threshold comparison
• Clock -- Expiration date entry or quick confirmation
• Certificate -- File upload with service details
• Auto -- Read-only auto-verified display

Common Evidence Fields

For all non-heartbeat primitives, the modal shows common evidence collection fields above the primitive form:

• Notes -- A text area for additional notes (optional unless required by the task's evidence configuration)
• Add Photo -- A camera button to capture or upload a photo (optional unless required)
• Document Upload -- Upload supporting documents (optional unless required)

For heartbeat primitives, only the notes field and document upload are shown (no photo option).

Schedule Follow-up

An expandable section labeled Schedule Follow-up allows you to create a follow-up task instance:

• When? -- Select a future date
• Why? (optional) -- Describe the reason (e.g., "Verify correction was made")
• Click Add Follow-up to schedule it

Previous Completions

An expandable section labeled Previous completions shows the history of prior completions for this task, so you can see patterns and past results.

Submitting a Completion

The footer of the modal contains two buttons:

• Cancel -- Close the modal without saving
• Action button -- The label changes based on the primitive type:
  • Heartbeat: Mark as Complete
  • Inspector: Save Result
  • Meter: Save Reading
  • Clock: Save
  • Certificate: Save Certificate

The action button is disabled until:

1. A staff member is selected in the "Completed by" field
2. The primitive form is in a valid state
3. All required evidence has been provided

Group Completion

When multiple equipment units share the same compliance requirement (e.g., weekly spore test for three autoclaves), the modal supports group completion. In this mode:

• A checklist of equipment units appears at the top, each with a checkbox
• All completable units are pre-selected
• Already completed units appear greyed out with a "Completed" badge
• Upcoming (not yet due) units appear greyed out with their due date

You can select/deselect individual units and complete them all at once. A progress bar appears during submission showing "Completing... 2 of 3".

The action button label adapts to show the unit count, e.g., Save Result for 3 Units.

Task Statuses After Completion

Depending on the result, a completed task receives one of these statuses:

Delayed Result Tasks

Some tasks involve sending samples for off-site analysis (e.g., mail-in spore tests). These are "delayed result" tasks. The flow is: