Skip to main content

Only lock group events at group level

  1. Last updated
  2. Save as PDF

To allow signing, submitting, and routing group service events at the group level and not the individual level, go to Agency Setup > Agency > Agency > Agency Information > Agency-Specific Settings and select the 'Only Lock Group Events at Group Level' setting.

When the 'Only Lock Group Events at Group Level' setting is selected:

  • Submitting a group service event for approval at the group level (Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval) submits all associated individual service events for group members who were present for the group service. 
  • The Supervisor form (Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval) lists only the group service that was submitted and not the individual services for group members.
  • The Group Notes to Complete widget displays the individual services associated with the group service; the group service event displays in the Group Notes to Complete widget.
  • Once the group service event is approved, the associated individual service events for group members are also approved.
  • Individual services for group members associated with a group service cannot be signed or submitted from client Service Entry. 
  • Un-submitting a group service event un-submits all associated individual service events for group members.

When the 'Only Lock Group Events at Group Level' setting is not selected:

  • The Notes to Complete widget displays an individual service event for each group member associated with a group service event and does not display the group service event. 
  • Once an individual service associated with a group service is approved (Client > Case Management > Service Management > Service Entry), the group service is also approved.