Group service event steps
Follow these general steps to enter group service events and submit them for approval.
- Enter a group service event and mark group members as present (Groups > Service Management > Service Management > Service Entry).
- Submit the group service event for approval (Groups > Service Management > Service Management > Service Entry).
- Approve the group service event (Taskbar > Supervisor > Supervisor > Service/Case Notes & Planning Approval).
- When the group service event is approved, the corresponding individual service events for group members will be approved. The approved group service event displays at the group level (Groups > Service Management > Service Management > Service Entry) and at the individual level for group members (Client > Case Management > Service Management > Service Entry).
