Creating a Personal Action

Creating a Personal Action

Activities -> New Personal Action or Activities -> Activities List

1.

Select the person responsible for the action by clicking <Down Arrow> and selecting the relevant entry.

2.

If the action is going to be taken at a later date, select the Due Date and Time. Alternatively you can click <Due In …> next to the time and specify a time period.  For example: 1 week, 3 months etc.  Your selection here will update the Due Date and Time.

3.

Optionally select a practitioner associated with the action.

4.

Optionally select who the action is for.  You can select a client in the normal way or select a third party by clicking the radio button and entering the name of the third party in much the same way as selecting the client.  You can also select that the letter is not going to either a client or third party.  Any contact telephone numbers relating to the client or third party will be displayed.

If this is a non client related action then highlight the client number and press <Delete>.

5.

Enter the subject of the action.  This subject will show in the Activities List, Task List and Client Log.

6.

Enter any other relevant information about the action in the Notes field.

7.

Choose to include the activity in the Task List and/or when printing out the diary.

8.

Although you can manually enter an Outcome and Completed details, these are entered automatically when completing the action.

13.

Finally click <Ok>.

 

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