Add Steps to Self Sufficiency

Step

Action

1

Click  the 'Plan Development' tab from the Case Detail.

2

Click 'Add or Edit' on the Steps to Self Sufficiency tab.

3

Enter a description of the step.

4

Enter the scheduled completion date.

5

Select whose responsibility it is to complete the step (case manager, customer or both).

6

Select the status of the step.

7

Enter the actual completion date (most likely to be entered at a later time).

8

Click 'Save' (This step will now be listed as Closed in the History of Steps to Self-sufficiency.)

9

Click 'Cancel' to return to the Case Detail screen.