Known Context

Previous  Top  Next

In this situation, the new action screen 'knows' the context of the action - that is, the system knows the client and the case to which the new action applies, and the appropriate details are therefore completed automatically.

   

1.	Select the action applicable action type:

2.

Enter the date and time the action began (note that today's date is entered by default), and specify the duration of the action. Note that you can enter the duration in hours or in minutes. By default, the entry is in hours. Note that changing between hours and minutes may require a change of duration, since the system will convert any previous entry in the Duration field to the new setting:

3.	Add any applicable comments.

4.	Save the new action record using the window's Save toolbar button: