TMS Task Manager Web

1. Register an account using your work email
2. Create or join a team
3. Add members using email addresses
4. Admins create and assign tasks
5. Members complete tasks as they are performed
6. Use logs and reports for compliance tracking

• Each user must register before accessing the system
• Your email is your unique identifier across all teams
• Use the same email when joining teams
• Login is required to view or update tasks

• Teams are used to group users and assign shared responsibilities
• Users can belong to only one team at a time
• Admins can add or remove members using email addresses
• Team membership controls access to tasks and logs

• Rename teams and manage team structure
• Add or remove users (except yourself)
• Create and assign tasks
• View and manage all team activity
• Delete entire teams and associated task history

Tasks are designed around compliance-based period buckets rather than rolling intervals. This ensures structured documentation for laboratory and CLIA workflows.

• Daily tasks: reset every day (24-hour cycle)
• Weekly tasks: run on a Sunday-to-Sunday compliance week
• Monthly tasks: reset on the 1st of each month (Jan, Feb, etc.)
• Yearly tasks: reset on January 1st each year
• Frequency multiplier: supports intervals (e.g., every 2 weeks)

This structure ensures that tasks are tracked within defined compliance periods, not floating 7/30/365-day windows.

• Admins create tasks and define frequency rules
• Tasks can be assigned to specific users or entire teams
• All users can mark tasks as completed
• Completion automatically recalculates the next due period bucket

• Automated daily reminders for overdue tasks
• Notifications for tasks due today
• Designed to reduce missed compliance actions
• Helps maintain CLIA readiness and audit preparedness

• Full history of task completions
• Filter logs by date range and task type
• Generate printable compliance reports
• Audit-ready tracking for inspections

• Monthly grid view of all task activity
• Shows completed vs missed tasks
• Supports print-ready compliance documentation
• Organized by task frequency groups