Case Management events allow you to record an event or events against a person, organisation or family group.
The Event menu is accessible from the navigation bar via both the drop-down Event menu and the Overflow menu to the right of the navigation bar.
Adding a new Event
📌 Note: The fields available to you depend on the event selected.
Click the required event in the Event drop-down menu. The selected event will open in a new tab.
If the event displays a Concerning field, click the magnifying glass icon to open the multi-select controls to search for and select the name of the person or organization.
If the event displays a Recipient field, click the magnifying glass icon to open the multi-select controls to search for and select the name of the recipient.
Click the RR Category (Running Record) in the drop-down list if you wish to change the default category.
😆Tip: Fields marked with an asterisk are mandatory fields; these must be entered before an event can be saved.
Family centre workers
If you are a Family Centre Worker, you can choose to assign, or not assign, some events to a Family Centre by selecting the Assign to Family Centre check box.
📌Note: Family Centre Session Events will be assigned to a Family Centre by default.
Click the required Family Centre, Project, Activity and Session from the drop-down lists.
Click the required Contacted By from the drop-down list, this list will only contain those workers who are linked to the selected Family Centre and will become available for selection when a Family Centre is selected.
Add a family centre outcome
In the Family Centre Outcomes panel, click Add Row.
Click on the Concerning person or people to whom the outcomes will apply.
Enter or click on the Outcome Date.
Click the Outcome Type in the drop-down list.
If this outcome is the main outcome, select the Main Outcome check box.
Click the required Status in the drop-down list.
If required, enter any Outcome Notes into the free text field.
Click Save.
Events created and assigned to a Family Centre will appear in the person's running record with the associated family centre displayed.