Jspenceratty: Created page with "=Difficult Person= The Difficult Person record tracks Difficult Person information. ==Add== To Add a new record, from the Main Menu, choose Add-->Applicant-->Difficult Pers..."

2020-10-29T20:19:05Z

Created page with "=Difficult Person= The Difficult Person record tracks Difficult Person information. ==Add== To Add a new record, from the Main Menu, choose Add-->Applicant-->Difficult Pers..."

New page

=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

[[File:Screen Shot 2020-10-29 at 3.12.35 PM.png|200px]]

===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

[[File:Screen Shot 2020-10-29 at 3.13.53 PM.png|200px]]

===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

[[File:Screen Shot 2020-10-29 at 3.16.39 PM.png|200px]]

===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.

Web:Difficult Person - Revision history

Jspenceratty: Created page with "=Difficult Person= The Difficult Person record tracks Difficult Person information. ==Add== To Add a new record, from the Main Menu, choose Add-->Applicant-->Difficult Pers..."