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Group service event steps

Follow these general steps to enter group service events and submit them for approval.

  1. Enter a group service event and mark group members as present (Groups Service Management > Service Management > Service Entry).
  2. Submit the group service event for approval (Groups > Service Management > Service Management > Service Entry).
  3. Approve the group service event (Taskbar Supervisor Supervisor Service/Case Notes & Planning Approval). 
  4. 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).

 

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