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workflow [2019/01/31 12:39]
cfadmin
workflow [2020/12/11 10:38] (current)
dominich updating planners icon
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 1. Click on the **Planners** icon  1. Click on the **Planners** icon 
  
-{{ :wiki:2019-01-31_11h25_11.png |}}+{{ :wiki:planners_main_menu.png |The location of the planners icon}}
  
 2. Select **Workflow** using the drop-down menu in the top left corner of the screen 2. Select **Workflow** using the drop-down menu in the top left corner of the screen
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 {{ :​wiki:​2019-01-31_11h25_18.png |}} {{ :​wiki:​2019-01-31_11h25_18.png |}}
  
-3. Use the Workflow Planner to complete stages within a workflow for Carers and Clients +3. Use the Workflow Planner to complete stages within a workflow for Carers and Clients ​as shown below
- +
-4. Double-click on the stage you wish to complete and enter a completion date+
  
 {{ :​wiki:​2019-01-31_11h26_43.png |}} {{ :​wiki:​2019-01-31_11h26_43.png |}}
workflow.1548934748.txt.gz · Last modified: 2019/01/31 12:39 by cfadmin