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The Activities menu provides access to functions for recording notes and alerts that apply to the Mid-certification Assessment screen, and working with a different household.
The Activities menu is visible and enabled when:
The Mid-certification Assessment screen is active.
It has a mnemonic of "M".
If you do not have sufficient permission to access a menu option on the Activities menu, a standard error message (E0006) displays when the menu option is selected.
Unless otherwise stated below, all menu options on the Activities menu are visible and enabled when:
The Activities menu is active.
If one or more special conditions exist that affect a menu option on the Activities menu, the condition(s) are documented for that specific menu option below.
Manage Alerts menu option
Select this menu option to manage alerts for the client and members for the client's household.
The Manage Alerts screen displays when the menu option is selected.
It has a mnemonic of "A".
Manage Notes menu option
Select this menu option to manage notes for the client.
The Manage Notes screen displays when the menu option is selected.
It has a mnemonic of "N".
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Software Version: 2.40.00