Add Warning Comment to Client Record

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Overview

This document outlines the steps to add a warning list comment to a client record. The entered message will display each time the client is searched for and will also be viewable within the client's reservation(s).

Prerequisites

  • Access to the client management system.
  • Appropriate permissions to edit client records.

Steps

  1. Search for the Client:
    - Use the Search button from the Grid.
    - Enter the person's name in the format: Last Name, First Name.
    - Optionally, select the "Any Part of Field" box to widen search parameters.
  2. Edit Client Record:
    - Click "Edit" on the Selected Client pop-up in the top right of the grid.
  3. Add Warning List Comment:
    - In the Client Editor, enable the Warning List by ticking the box to "Yes."
    - Enter the warning list comments to alert staff.
    - Click "Submit."

Troubleshooting

  • Ensure the client name is entered correctly in the search format.
  • Verify that you have the necessary permissions to edit client records.
  • Check that the Warning List is enabled before entering comments.