Using the Daily Actions screen

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The daily actions screen provides a means of recording actions 'in bulk'. For example, if you prefer to record your work at the end of the day, and don't want to recall each individual case/client combination for that day, you can work with the daily action screen to efficiently enter all your actions for the day, for all the cases you've dealt with, from within the one screen.

The daily actions screen is available from the Actions (as opposed to Action) toolbar button:

   

Screen Layout

The screen is divided into three main sections:

1.

'Header' information - this area is used to specify the information that will be recorded against all actions entered in this screen; that is, the header information applies to all the detail information.

2.

Case selection area - lists all current cases for the advocate specified in the header, as well as all that advocate's systemic issues, and all the other current systemic issues in the system. This is the area from which you select the cases for which you want to record an action.

3.

Detail information - where the details of the individual actions are recorded, arranged in rows.

   

Method

1.	Confirm that the details in the header region are correct. If not, change them as required.

2.	To load case details into the detail area, find the case you want in the case selection area, and double click on it. This copies the case details across to the details area, allowing you to add action details to that case.

Note that you can only enter one action per row. This means that if you need to add more than one action for a particular case, you need to load a row for each of those actions (e.g. if you need to record two actions for the same case, you would double click on that case twice in the case selection area):

If you are having difficulty making out case details in the selection area, you can resize the areas of the screen by positioning the cursor on the column bar between the case selection area and the details area, and once the cursor changes to the resize icon, clicking and dragging the column as desired:

While the columns within the details area can similarly be resized if required (by positioning the cursor on the column divider in the column heading and clicking and dragging), the details grid also provides 'tool tip' text which provides the expanded view of the columns if required. This is achieved by letting the mouse hover over the grid cell which contains the information you want to read.

You can either add action details to the cases you've loaded, now, and then repeat the process for the other cases handled during the day, or just load up all the cases to which you want to add actions, first, and then go through and add the action details last. In this example, we will be taking the latter approach.

3.	Continue double clicking on cases until you have selected all the cases to which you need to add actions. Note that you can also log actions against systemic issues in this screen.

4.	Now move to the details screen and add the action details as appropriate:

Note that in this grid, times are always displayed in 24 hour format. You can still enter times in 12 hour format, and the system will interpret your entry based around likely business hours. For example, if you enter 2 as the time, the system will convert this to 14:00 (that is, 2 in the afternoon). If, however, you enter 8 as the time, the system will convert this to 08:00 (that is, 8 in the morning). You can also specify 'am' or 'pm' to ensure your entry is interpreted correctly (e.g. 8 pm will be converted to 20:00 - that is, 8 in the evening).

Note also that the Duration entry should be completed in the context of the header information - remember that every row is based on the Hours or Minutes selection made in the header of the screen. Changing the header setting from hours to minutes, or vice-versa, will result in all durations in the grid being converted.

5.	If you make a mistake in the table, and want to delete a row, you can do so by clicking with the right mouse button on the grey area to the left of the row:

6.	When you have completed the detail grid, click the Save toolbar button to save your work.

Note that the save process checks each of your actions. If any are invalid, these actions will be marked with an X in the grey area to the left of the rows in question, while the actions which are valid will receive a check mark. In the example below, the last row does not have an action specified: