The Advocacy case management software allows you to create actions in three ways:
| 1. | Individually, by using the Action toolbar button,
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| 2. | Individually, from within a client's case management screen, and
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| 3. | In 'bulk'; recording multiple actions for multiple clients - for example, at the end of a day's work.
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The following diagrams depict how this flexibility is achieved:
For methods 1 and 2, the system provides the Action screen to work with one individual action at a time. For method 3, the system provides the Daily Actions screen to enter multiple issues for, potentially, multiple clients and cases, in a grid layout:
