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Edit and complete a scheduled task

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Follow these steps to edit or complete a scheduled task on the Service Entry screen in myEvolv.

  1. Go to Client > Case Management > Service Management > Service Entry.
  2. Search for and select a client.
  3. For any scheduled task, click Actions then click  Edit Task or Complete Task. 
  4. Complete the information in the form that displays as appropriate. 
  5. Select Save.