Case Action Available At: ALL Cases/ALL Statuses If you need to record a case note, you would use the Case Note case action, which is available at all case statuses. You will be asked for several pieces of information: Contact Date On what date did ...
Case Action Available At: Perpetrator/Referral Entered | Victim/Referral Entered When a referral is entered into Daisy, we must ensure that the referrer gets confirmation that it has been received by Cranstoun and processed. Once the case has been create ...
A closure checklist must be completed before a case can be closed. This checklist is designed to ensure that we have completed all the tasks required by the system before closing the case. The steps to be completed are: Choose Case Type (All Cases) We ...
Case Action Available At: Victim/Contact Client | Perpetrator/Contact Client statuses We need to record our first contact point with the client as accurately as possible, as this is a key figure for most contracts, the time between the referral being ent ...
Case Action Available At: Victim/Contact Client | Perpetrator/Contact Client statuses Contact Attempt This will require you to record what method you used, the date you called, and the approximate time of day, along with a note detailing the message l ...
Case Action Available At: Victim/Contact Client | Perpetrator/Contact Client statuses Client Contacted Once we have gained actual contact with the client, we should use the client contacted case action to record this, as soon as possible after contact w ...
What is a Case Action? Case Actions are the options available to you based on the current Case Status, which define the type(s) of information you can store about the current case and/or client you are working with. Case actions can be of multiple types ...