When you add a Safe Lives Assessment (SLA) to a case, it is automatically set to a due date of 56 days. The first time you add it to a case, you'll want to complete the SLA as quickly as possible, ideally on the same day. Once you have completed the SLA, ...
It's most likely that you haven't added the Closure Checklist to the case. Once this has been added and completed, an option will appear that will allow you to close the case.
This is probably because you haven't completed the new Assessment Checklist. Once this has been added and completed, the option to move the case to Ongoing Support will be added.
What format should documents be uploaded to Daisy in?Documents should normally be uploaded to Daisy as PDF files, rather than as Word documents, Outlook messages, images or videos.PDF provides a fixed-format version of the document that is less easily alt ...
When two client records are duplicates, we keep the record with the lower CL- number and remove the one with the higher number. Daisy does not move updated details from the higher-numbered record onto the lower-numbered one.Before requesting a merge:Check ...