Updating Client Activity Schedules

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To update a consumer's group activities schedule, 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 the schedule is to be updated.
    2. Click Charts from the left-hand menu, and then click Services - Group.  The Group Services fly-out menu is displayed.
    3. Click Group Schedule Setup.  The Group Schedule Setup fly-out menu is displayed.
    4. Click Individual Client Schedule.  The Individual Client Group Schedule Settings page is displayed.

    1. Click the Consumer drop-down arrow and select the client whose schedule is to be updated.

  TIP: If the client whose schedule is to be updated is a former (discharged) client, first click Roster Archives beneath the client selection option.

    1. Click CONTINUE.  The Individual Client Group Schedule page is displayed.

    1. At this time one or more of the following tasks may be completed:

  Add a new activity to the consumer's schedule - To do so, click the Activity drop-down arrow and select the new activity, then type the client's start date for that activity in the corresponding Start Date field (using mm/dd/yyyy format).

  TIP: To view a schedule of available groups for the month along with the dates on which they are being held, click View Monthly Program Schedule.  When your review of that schedule is complete, click your browser's Back button to return to this data entry page.

  Update an existing schedule record - To do so, make changes to the client's activity start date as necessary, and/or enter a date in the End Date field (using mm/dd/yyyy format) to indicate that he or she is no longer a member of the selected group.

  Remove a schedule record - To do so, click the Delete checkbox next to the activity that is to be removed from the client's schedule (so that it will be as if he or she was never a member of that group).

    1. Click CONTINUE.  The schedule information is saved, any records marked for deletion are removed, and a read-only Individual Client Group Schedule confirmation page is displayed.

  TIP: To make further changes or additions to the client schedule at this time, click DATA ENTRY to return to the Individual Client Group Schedule page.

The process of updating a client's group activities schedule is now complete.