6 Connect for community education workers : Creating cases : Service promotion cases
  
Service promotion cases
 
Creating a service promotion case
Community education service promotion cases differ from schools or sporting club cases in that they are not linked to a specific organisation. Rather, they apply to all service promotion activities conducted by your community education team across the entire catchment serviced by your agency.
Creating a service promotion case
To create a service promotion case:
1 In the Operations menu select New Community Education.
The New Case page displays.
C:\Users\Bill\Documents\Business Systems\GHC Training\2016 Update\Graphics\CE new caseSP.png
2 In the Community Education section:
*In the Case Type field, C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png select Service Promotion.
*In the Agency field, C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png select your agency.
*In the Notes field, enter such notes that are relevant or applicable to the catchment based case.
3 In the Assignment section:
*In the Primary CE Worker field C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png select the community education worker who will have primary carriage of the case.
*IF required, C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png select a secondary community education worker.
4 In the Status section, in the Stage field, C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png select In Progress.
5 Click C:\Users\Bill\Documents\CMS\Captures\icons and buttons\savcloseb.jpg.
The case record displays in view mode. You can start recording activities against the case.