Follow this procedure to edit needs and barriers for the customer.
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Steps |
Action |
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1 |
Click 'Add' on the Needs and Barriers tab to begin.
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2 |
From the Needs and Barriers List, Click the need/barrier that you would like to edit (Click on the associated blue hyperlink under the 'Type' column - the details for that particular need/barrier will be viewable in the 'Entry' portion of the page).
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Note:
A useful function on this page is the ability to link directly to the Steps to Self Sufficiency. As needs/barriers are identified, and while it is fresh in your mind, use that link to document the steps that the customer will have to take in order to minimize or eliminate his/her barrier.