Work you do with schools or sporting clubs or service promotion are recorded in cases as activities. When you have delivered an education session you also record trainee feedback.

You have the option of scheduling an activity in advance and then processing the activity after completing it, or you can simply process an activity after the event.

When you schedule activities you have the option of setting a reminder for yourself in Gambler’s Help Connect that will display in your activities calendar view and alert you twenty-four hours – or at a time of your choosing, before the scheduled activity.

Each activity is defined by activity type and subtype.

When you record an activity you have the option of entering notes. With Gambler’s Help Connect you can’t edit notes that you have entered in a previously saved activity. If you have made an error you want to correct, or you want to add more notes to a saved activity, you can add them as new notes which, when you save the activity, are added to your original notes. See Activity notes for a more detailed explanation.

You can attach a single document to an activity which then displays in the Documents tab of the case record (you can always scan a group of documents, for example training feedback sheets, and attach them to the relevant activity as a single document.)

When you mark an activity as complete, a timesheet displays in which you enter work and travel time for the staff who participated in the activity.