This page guides through the process of setting up and maintaining client checklists.
These are the topics on this page
IntroductionDefine Requirements based on Program
Navigating the Checklist form
Additional Information
Allocating the Checklist against the client profile
Completing the Client Checklist
Introduction
The client checklist feature is managed through the Checklist datagrid located with the header of the client record. Client checklists are used to define the requirements as reflected as documents and assessments that are required in relation to managing the clients service. The checklist feature allows requirements to based on the program (Funding Source).
The following is a summary of the icons used to classify the status of the checklist records maintained within the Checklist datagrid
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Setting the Client’s Checklist
The client’s checklist will appear from the Client Dashboard by setting the Program field in the client’s profile. Each client should have a record in the Program field to show the client’s checklist. If the Program field is not set, you will not see the checklist section..
Once the program field has been set, it will show all the checklist item that is set for the funding source
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Navigating the Checklist form
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The following is an outline of the fields that comprise the Employee Compliance form:
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Define Requirements based on Program
To defineAdditional Information
For additional information on defining the checklist requirements based on the program navigate to Administration > refer to the Client Checklist. From here you are able to create the required checklist items by clicking the new button to create records.
Completing the Client Checklist
To allocate and complete the checklist for a client observe the following steps:
On thetopic.
Allocating the Checklist against the client profile
To allocate a checklist against the client profile set the required value within the Program field. This should relate to the entries you have defined
in the previous step. Save the recordOnce the program is set you will see the checklist section shown within the dashboard area at the top of the client profile. You can click on the entries to complete.
as per the the Client Checklist topic. Ensure that you save the client record to make visible the checklist within the record header.
Completing the Client Checklist
To update the particulars of the client checklist observe the following steps:
Select the Client >Clients sub-menu to open the Client List page into the browser.
Search for the Client record from within the Client list.
Highlight the Client record to be edited.
Either click on the edit button or double click on the Client record to open it within the browser.
Within the Record Header, click the checklist name corresponding with the record that is to be edited within the Checklist form.
Within the Expiry date field specify the date the checklist record expires. The date can be specified as free text or by using the calendar picker.
Within the status field select from the drop down list a status applicable with the checklist record.
Within the Description field input an optional narrative that lists additional information applicable to the checklist record.
Select the Save button to update the checklist record.
Select the close button to exit back to the client profile.