{"v":"<p dir=\"auto\"><strong>Background.<\/strong> Forms V2 is the new paperwork system for client visits. During a visit, staff go through an on-screen interview with the client, and the system fills in the agency&#39;s paper forms from the answers. Form 3040 is the state&#39;s supervisory visit form, which lists the attendant&#39;s tasks. On 29 Sep 2026 Jane showed the customer the Start of Care \/ Annual (SOC\/AO) visit on site. This issue is one item from their feedback (item <strong>A4<\/strong> in <code>docs\/ActionItems.md<\/code>).<\/p>\n<h2 id=\"user-content-what-the-customer-asked\" dir=\"auto\">What the customer asked<\/h2>\n<p dir=\"auto\">On an orientation supervisory visit, the 3040&#39;s task list should come <strong>from VESTA<\/strong>, the client&#39;s authorized tasks, not be chosen by hand.<\/p>\n<h2 id=\"user-content-what-to-do\" dir=\"auto\">What to do<\/h2>\n<p dir=\"auto\">Fill the 3040 task rows from the same VESTA task list built for the service plan in S4 (#89). Build it once, use it in all three places (service plan, task guide #102, 3040).<\/p>\n<h2 id=\"user-content-depends-on\" dir=\"auto\">Depends on<\/h2>\n<p dir=\"auto\">#89 (S4).<\/p>\n<h2 id=\"user-content-technical-notes\" dir=\"auto\">Technical notes<\/h2>\n<p dir=\"auto\">Elements: <code>form.forms-3040.task_*<\/code>. Related: T3 (#103), which limits the frequency per task.<\/p>\n"}