Recording an integrated service activity

All members of a Gambler’s Help agency team can record activities against integrated service cases. The process is similar to recording other types of activities in Gambler’s Help Connect:

1 From the Operations menu select Our Integrated Service Cases.
The integrated service case list for your agency displays.

$C:\Users\Bill\Documents\Business Systems\GHC Training\2016 Update\Graphics\IS our cases.png$

2 Click the Reference link to the case you want to record an activity for.
The Case Details page displays.

$C:\Users\Bill\Documents\Business Systems\GHC Training\2016 Update\Graphics\IS case details .png$

3 In the Activities section click

.
The activities details page for the case displays.

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

5 In the Goal field, $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ select the case goal to which this activity relates.

In some activities, for example, preparation for a presentation or attending a network meeting, the number of participants might not be reportable. In others, such as facilitating an education session for other service providers, the number of participants will be of considerable importance.

7 In the Plan Mode field, $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ select from:

8 IF the activity relates to organisations you are working with, in the Partnering Organisations field $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ select the organisation type. This is a multi-select field so you can include more than one organisation type.

9 IF you worked with partnering organisations for this activity, in the Organisation Name field, enter the name of the organisation.

If there is more than one organisation, just enter each name separated by a comma.

10 The Staff field defaults with the names of the case manager and secondary manager, delete these if necessary and $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ select the name(s) of the staff who did the activity.

11 In the New Notes field, enter your summary notes about the activity.

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

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

14 In the Activity Duration (H:M) field specify the duration of the activity.

Duration includes any preparation or follow up time associated with the activity as well as the time for the activity itself. For example, if you spent an hour preparing for a training session, an hour delivering training and another hour evaluating the session, the activity duration would be three hours. Travel time is recorded separately.

15 In the Status field, $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ select Completed.
The timesheet displays.

16 In the time sheet, adjust the values in the Staff Time and Travel Time columns for each staff member as necessary.

17 Click $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\savcloseb.jpg$ .
The activity is saved to the case.

You can schedule a future integrated service case activity as for other activities. When you do this Gambler’s Help Connect will prompt you with a reminder 24 hours before the scheduled activity. You don’t need to complete all the details for a scheduled activity since you can add these when you complete the activity later:

1 Open the case and then click

to open a new activity page.

4 Click $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\savcloseb.jpg$ .

To add a new reminder click $C:\Users\Bill\Documents\Business Systems\GHC Training\2016 Update\Graphics\icons and buttons\addnewreminder.png$ and then specify the reminder date and time you want.