Follow this procedure to enter needs and barriers for the customer.
|
Step |
Action |
|
1 |
Click 'Plan Development' tab on the Case Detail. |
|
2 |
Click 'Add' on the Needs and Barriers tab to begin. |
|
3 |
Select a description of the need/barrier from the drop down list. |
|
4 |
Select the status of the need/barrier. |
|
5 |
Enter the date the need/barrier was identified (the system will default to the current date, but you can overwrite this if appropriate). |
|
6 |
Enter the expected completion date. |
|
7 |
Enter the completion date (most likely entered at a later time). |
|
8 |
Enter a description of how you and the customer will work to resolve this need/barrier. |
|
9 |
Click the radio button to indicate if this need/barrier should display on the Individual Responsibility Plan (the system will default to 'Yes'). |
|
10 |
Click 'Save' to add the barrier to the customer's running list of needs/barriers (at the top of the page). |
|
11 |
Click 'Cancel' to return to the Case Detail screen. |