Deleting a Supportive Services Record

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To delete a supportive services checklist record, complete the following steps from the AWARDS Home screen:

    1. Click the Program drop-down arrow in the upper-right corner of the page and select the program associated with the consumer for whom a chehcklist record is to be entered or updated.
    2. Click Charts from the left-hand menu, and then click Services - Individual.  The Individual Services fly-out menu is displayed.
    3. Click Contacts Log.  The Supportive Services Checklist page is displayed.

    1. Click the Consumer drop-down arrow and select the consumer for whom the contacts log record is to be entered or updated.

  TIP: If the checklist record to be entered or updated is for a former (discharged) consumer, first click the Roster Archives checkbox.

    1. If you have the "Surrogate Data Entry - Contacts Log" permission you will also see a Worker selection list on this page, with yourself selected by default.  If you will be working with checklist records entered by another user (editing what they have entered or entering a new record on their behalf), select that user from the worker list at this time.
    2. Click CONTINUE.  The Individual Supportive Services Checklist Editing Index page is displayed.

This page contains a list of all existing checklist records for the selected consumer that have dates within the editing window shown at the top of the page.

  NOTE: Records for which there is a corresponding progress note are indicated by a "Yes" value in the Note Attached column on this page; otherwise, that column contains "No."

    1. Click the Selected radio button next to the record to be deleted.

  NOTE: A solid bullet next to a record indicates that it has been locked and cannot be opened for deleting.  If necessary, this type of record can be unlocked by users with the "Unlock Contact Log" permission, at which point it can be selected for deletion as needed.  (For more information, please refer to the Supportive Services Checklist Frequently Asked Questions.)

  NOTE: A lock and key icon next to a record indicates that the progress note associated with it has been electronically signed, preventing further edits.  Such records cannot be unlocked and cannot be selected for deletion.

    1. Click CONTINUE.  The Supportive Services Checklist Settings page is displayed.
    2. At the bottom of the page click DELETE.

A confirmation page is then displayed.

    1. Click DELETE to confirm the record removal.  The record AND corresponding progress note (if applicable) are deleted and the updated Supportive Services Checklist Editing Index page is displayed.

The process of deleting a supportive services checklist record is now complete.