Creating an annual venue based case

5 Connect for venue support workers : Creating cases : Creating an annual venue based case

You create an annual case for each venue you support. You close this case at the end of the financial year and re-create a new case for the venue.

To create a new case, you start by searching for the venue you want to associate the case with.

1 In the Search menu select Organisations.
The Organisations search screen displays, showing the complete list of all venues.

2 In the search field enter the first few letters of the venue name then click $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\searchb.jpg$ .
Venues matching your search term display.

$C:\Users\Bill\Documents\CMS\Captures\Screens\VSsearch.png$

3 Click the venue name link.
The venue record opens in view mode.

$C:\Users\Bill\Documents\CMS\Captures\Screens\Venue1.png$

4 In the Create Case section click $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\+asvenue.png$ .
The New Case screen displays with the venue name displayed in the Venues field.

$C:\Users\Bill\Documents\CMS\Captures\Screens\VSnew case.png$

5 In the Agency field $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ select the non-client catchment for this venue.

MAKE SURE you select the non-client catchment for your agency. If you select the client team the case will disappear from your desktop and you’ll have to ask someone to reassign it for you.

6 Optionally, in the Notes field enter relevant notes about the venue that will inform your approach to working with the venue in this case.

7 In the Assignment section in the Venue Support Worker, select the name of the person who will be the primary owner of this case.

8 In the Status section, in the Stage field, $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ In Progress.

9 Click $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\savcloseb.jpg$ .
The new case is created and will now display in the My Cases list of the assigned venue support worker.