Community Obligations Overview

The CRM database Community Obligations functionality can be tailored to each organisation.  Although each installation may differ slightly, the following information will generally be included:

• Client/Volunteer – the client or volunteer that the case relates to
• Case – the individual case information (a client may have more than one case)
• Approved Activities – Activities that the client or volunteer is approved to undertake.
• Completed Activities – recorded details for each session that an approved activity is undertaken.
• Documents – any documents related to the case

The Community Obligations process generally follows:

• Client or Volunteer Intake (Create a Case)
  • Client or Volunteer intake is performed, case record is created for client/volunteer
• Manage the Case
  • Case management is performed, including the application process, recording approved activities and completed activities, uploading documents.
• Close the Case
  • The case record is closed if the activities are completed or do not proceed.

Next Steps

• Search for a Client
• Add a Volunteer
• Create a Community Obligations Case

Further information

For further information, refer to the following articles:

• Search for a Client
• Add a Volunteer
• Create a Community Obligations Case
• Create a Community Obligations Approved Activity
• Create a Community Obligations Completed Activity
• Add a Document