The case listing portion of the screen allows you to filter the case listing displayed in multiple ways. Status When you click in the status box, the system will shows you every possible status available and you can choose the type you are looking for. ...
Once you have completed a Safe Lives Assessment, you may sometimes need to create a printed or PDF version to share the information with other agencies. Open the Safe Lives Assessment from the client's case journal. 2. Click the "eye" icon at the ...
To send your client an SMS directly from Daisy, there are two requirements.On the Client Details screen, the client have a valid mobile number, with no additional text visible.You must also have changed their message preferences option to YES for by SMS, ...
Before a case is closed, any outstanding case actions must be resolved.Any Case Action without a Purple Tick is outstanding.In the above example, the Closure Checklist must be resolved before this case is closed. In most cases, this will require either co ...
When you review your My Case Action page in Daisy, the case actions listed (in due date order by default) should be for cases that are currently open and assigned to you.You will need to check if the case(s) displayed are closed or not, by clicking on eac ...