Create a Community Obligations Approved Activity

Community Obligations provides a way of managing and recording approved activities for adults, young people and volunteers by linking their client or volunteer records, individual details and activity records within a single case.

Instructions

Step 1. Log into your CRM database (refer to Logging On for further information).

Step 2. Search for the Client, Worker or Volunteer you are wishing to manage.

Step 3. Select the case you wish to manage in the Community Obligations sub-panel.

Step 4.  Scroll down to the Community Obligations Approved Activities subpanel

Step 5. Click on the Create button

Step 6: Complete the information and Save the record. Repeat Step 5 if they are approved for more than one activity.

Next Steps

• Create a Community Obligations Completed Activity

Further information

For further information, refer to the following articles:

• Community Obligations Overview
• Create a Community Obligations Case
• Create a Community Obligations Completed Activity
• Add a Document