To enter, update, or delete a chart event using the charting timetable, 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 client for whom a chart event is to be  entered or worked with.
2. Click Charts from the left-hand menu, and then click Services - Individual.  The Individual Services fly-out menu is displayed.
3. Click Charting Timetable.  The Charting Timetable Data Entry Selection page is displayed.

4. Click the Client drop-down arrow and select the client for whom a chart event is to be entered or worked with.

  TIP: If the event to be entered or worked with is for a former (discharged) client, first click the Roster Archives checkbox beneath the client selection option.

5. Click the Chart Event drop-down arrow and select the type of event for which the charting timetable record is to be worked with.  The default value is "All Events."
6. The date of the chart event to be worked with must fall within the date range in the From and To fields on this page.  Make changes to the default date range as necessary (using mm/dd/yyyy format) so that it includes the date of the event you are working with.
7. Click CONTINUE.  The Charting Timetable Data Entry page is displayed.

Any existing charting timetable records for the selected client, event, and date range are displayed at the top of the page.

8. At this time, complete one or more of the following tasks as needed:

  Add a new chart event - Configure the blank Add New Chart Event Schedule Record fields and options as necessary. 

  TIP: For more information on the chart event record fields/options available when adding , see Chart Event Record Fields / Options.

  Update an existing chart event - Make changes to the information for any existing chart events as necessary.

  NOTE: Users with the Restrict Charting Event Due Date Data Entry permission cannot edit existing charting event due dates.

  TIP: For more information on the chart event record fields/options available when updating events , see Chart Event Record Fields / Options.

  Delete an existing chart event - Click the Delete? checkbox next to each record to be deleted.

  NOTE: The Delete? checkbox is only displayed for records without done dates (if a done date is in place it must first be removed), and those for which no assessment data entry has been done. (Keep in mind that if your agency has the optional "Chart Events Done Dates Data Entry" permission feature turned on, you must have that permission in order to add or remove chart event done dates.)

  NOTE: Users with the Restrict Charting Event Deletion data entry/access permission do not see the Delete? checkbox and cannot delete existing charting events regardless of whether a done date has been entered.

9. Click UPDATE.  The charting timetable record(s) are saved or deleted as specified, and the updated Charting Timetable Data Entry page is displayed.

The process of working with charting timetable records is now complete.

  TIP: If you scheduled a chart event that has an associated FormBuilder form, it is accessible under Services - Individual > Assessment Data.  For more information on entering/updating assessment data, click here.

  https://demodb.footholdtechnology.com/help/?10409