When the same action needs to be added to the Action Log of multiple records, users can run this utility. Each action will have the same date, counselor, action item and comments as it's added to selected records in the provider, client or community database. Actions are added only to records with active status.
Go to Utilities in the main menu then click on <Add Action>. Click the radio button next to the database to which you wish to add the action: Client, Provider or Community. Click <Next>.
All fields are REQUIRED. The date is auto-populated with the server's date; this can be changed. Counselor is hard-coded and matches the first and last name of the user logged in. Select the action, add comments, and click <Next>.
Select the field(s) for a query, if desired. See the Custom Search help screen for assistance building a query. Scroll to the bottom and click <Next>. Build your query then click <Add Query and Continue>. To add the action to ALL active records, click <Next> without selecting any of the fields.
Verify the record count is accurate. Click <Select All> or select individual records by clicking the checkbox in the Select column. Click <Next>. If the resulting list is not correct, click <Back> to return to the query builder and modify the query used.
The final screen is a confirmation of the action requested. Verify the selected database, the action details and the record count are all correct. When satisfied, click <Add Action>.
NOTE: This action cannot be easily undone. Be certain your request is accurate before clicking <Add Action> in the final step. The only way to correct a mistake is to manually remove each action from the records affected.
A message page will confirm the addition of the action. Run the corresponding action log report to confirm and/or spot check several records. See the Standard Reports help screen for assistance with the Action Log report.