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Engagement - how to add activities and write case notes
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To access each job, refer to the user guide:Viewing your Engagements (Job Bookings) |
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Do not select ‘Conclude’ until all activities and their associated case notes have been entered. If there were no activities undertaken (i.e., no uptake of service), refer to section XXXXX below.: Recording No Uptake of Service |
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As activities are added, use the ‘filter’ option of and select ‘ALL’ to view all activities added, or filter by type |
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Adding a Group Activity and Writing Case Notes
Adding an Individual (one-on-one) Activity and Writing Case Notes
Adding a Walk-the-Floor Activity and Writing Case Notes
Booking an Initial Follow-up Service for Individuals
Recording No Uptake of Service
Adding Additional Service Delivery and/or Travel