Difficult Person

The Difficult Person record tracks Difficult Person information.

Add

To Add a new record, from the Main Menu, choose Add-->Applicant-->Difficult Person. You can add a Difficult Person entry that may be associated with another record from that record's Context Menu and selecting Difficult Person (e.g., client).

Edit

To Edit an existing record, from the Main Menu, choose Search-->Applicant-->Difficult Person. Use the search screen to find the appropriate entry and open it.

General Entry

Heading

The first section holds:

Recommended action
Date
Staff number
Person's name
Phone number

Address Information

The second section holds addition information about the Difficult Person. This section contains the following items:

Address
City State Zip
Email and SSN
County, Gender, Birthdate, Age

Incident

The third section holds incident information, up to 5 entries.

Each incident can include:

Intake stage when the danger arose
Case number associated
Date
Severity of difficulty
Staff person
Note

Notes

This section merely holds general note information about the Difficult Person.

Use of the Form

Expanding/Collapsing Sections

Sections (other than the top section) may be expanded or collapsed to display or hide the information within those sections. This can help with viewing the screen.

To expand a collapsed section, click on its header. To collapse an expanded section, click on its header. Multiple sections can be expanded at the same time.

Save/Stay and Save/Close

The Save/Stay button will save the record and stay in it. This will allow you to continue to edit the record or add associated entries using the Context menu (such as call from caller, and calls to caller).

The Save/Add New button will save the record and then go to a new add screen to allow you to enter a new Lawyer record.

If an error is encountered in the save, a message should appear at the top of the form in red notifying you of the problem. Some errors (those shown in red at the top) you cannot avoid.