Processing an activity

Click $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\addicon.png$ next to the Activities section on the Details tab of the case

Click

in the Activities tab of the case record.

While providing slightly different views of the activity record for the case, either of the above methods yield the same result. It is largely a matter of personal preference which you choose to use.

1 Locate and open the case for which you want to record an activity.

2 Using either of the methods above, open a new activity page.

$C:\Users\Bill\Documents\CMS\Captures\Screens\VS activity1.png$

3 In the Activity Type field, $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ select the activity type.

4 In the Activity Sub Type field, $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ select the required sub type.

5 If applicable, in the Training Content field, $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ select the training program or programs related to this activity.

See Activities for a list of the activity types and sub types.

6 In the Mode field, $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ select the contact mode:

7 In the Staff field the name of the venue support workers for the case defaults. You can change this if required.

8 In the Venues field, the name of the venue defaults.

$C:\Users\Bill\Documents\CMS\Captures\Screens\VS activity2.png$

9 In the New notes field enter a note about activity.

When you save the activity, the notes you enter here will display in the Previous Notes (read only) field.

10 In the Location field, $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ select the location where the activity took place.

11 In the When field, $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ select the date and time of the activity.

12 In the Activity Duration (H:M) field $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ select the duration of the activity.

$C:\Users\Bill\Documents\CMS\Captures\Screens\VS activity3.png$

13 In the Status field, $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ select Completed.
The Timesheet displays at the bottom of the page. If you specified a duration for the activity this value now displays in the Staff time field.

14 In the Timesheet specify staff and travel time as applicable.

15 Click $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\savcloseb.jpg$ .
The activity is completed. The notes you wrote for the activity display in the Previous notes (read only) field.