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Both sides previous revision Previous revision Next revision | Previous revision | ||
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 |}} |