After all activities and follow-up bookings (where relevant) have been completed, select ‘Conclude’
The user is then navigated to the ‘Conclude’ screen
where there is a need to amend engagement and travel duration, perform this function (See Adding Additional Service Delivery and/or Travel )
An ‘Activity Summary’ field is displayed where the user can choose the following:
In Progress: a list of all activities which are pending final details and being ‘completed’.
Completed: a list of all completed activities
Complete all ‘in progress’ activities and/or edit or remove any activities
There are four (4) remaining questions for completion.
Complete the following fields:
What overall key themes were present?
Were there any incidents or issues that are relevant for case note keeping, but not to be notified to the customer?
Did you meet with the Manager for a pre or post briefing, and/or provide coaching and support to the Manager?
Choose from Yes / No
What recommendations do you make to the customer on how they can best support staff in recovery from this event?
