Adding Recurrent Tasks?

Overview

Recurrent Tasks is an area within SiKore Facility Setup used to assign staff members recurring or one-time operational tasks. These tasks help streamline facility operations, improve accountability, and support compliance requirements in a regulated pharmaceutical environment.

Examples include:

Changing air conditioner filters
Cleanroom sanitization
Prescription clarification tasks

Tasks can be assigned by priority, schedule, individual staff member, or supervisor.

Accessing Recurrent Tasks

Click the FileMaker Pro icon on your computer.
In the next window, click the K or System icon.
Enter your Username and Password, then click Sign in.
The SiKore system window opens showing My Modules on the right.
Below all modules, click Facility Set Up (admin access only).
In the User Access window, use the blue sidebar on the left.
Select Recurrent Tasks (located below Documents).

Creating a New Recurrent Task

In the Tasks window, click + New (blue button).
The Add Task window opens.

Task Details

Enter the following information:

To Be Performed By (dropdown list)
Priority (select one or more checkboxes):
- High
- Medium
- Low
- Ultra High
Name
Purpose
Schedule Type:
- One Time
- Recurring
Date (use the calendar icon)

Configuring a Recurring Schedule

When Recurring is selected as the Schedule Type:

A Schedule section appears.
Click Edit Schedule.
In the Schedule window, enter:
- Start Date (calendar icon)
- Frequency (dropdown list)
- Every # of Days
- Repeat: specific number of times or Unlimited
- Due at Time (optional; leave blank for midnight)
Click Save to exit the Schedule window.

Assigning Participants

Assigned To

Click Edit under Assigned to.
The Select Staff window opens.
Use the Select Profile dropdown to filter staff by Pharmacy Profile.
Use the search box to further narrow results.
Click the > arrow next to staff members to move them to Staff Selected.
Click Close when finished.

Supervised By

Click Edit under Supervised by.
Follow the same process as Assigned To.
Select one or more supervisors.
Click Close when finished.

Creating a Task Checklist

Under Check List Items, click into the Enter Item field.
Type the checklist task.
Assign the item to either:
- A Staff Member, or
- A Supervisor
Click Save after changes are made.

Managing Tasks

Searching Tasks

In the Tasks window, search by Task Name using the search bar below the task list.
Press Enter / Return to view results.

Deleting Tasks

Click the Trash icon to the right of a task to permanently delete it.

Task Tabs and Features

Information

Edit task details by clicking Edit.
Click Save after all changes.

Notes

Click + Note to add communication notes.
In the New Communication window:
- Select Type
- Enter Note
- Add a supporting document or image (drag and drop)
- Select Document Type if applicable
Click Save.

Participants

Displays all Assigned Staff and Supervisors for the task.

Check List

Search by Check List Name using the search bar in the upper right.
Press Enter / Return to display results.

Completion Logs

Displays completion timestamps and assigned staff.
Search by Check List or Staff Name using the search bar.

Documents

Click + New to add a document.
In the Add Document window:
- Drag and drop the document or image
- Select the document type if applicable
- Enter a Document / Photo Description
Click Save.

New Task

Opens the Add Task window.
Configure:
- To Be Performed By
- Priority
- Name
- Purpose
- Schedule Type
- Date
- Assigned To
- Supervised By
- Check List Items
- Execution details
Click Save.

Change Logs

Opens the Record Modification Log.
Displays a list of changes made to Recurrent Task records.
Click the X in the upper left corner to close the window.

Completion

This completes the step-by-step guide for Adding Recurrent Tasks in SiKore Facility Setup.