In case added in error
While using the Calls & Visits Log, adding a new Log:
Nature of Contact gets erased after filling out more of the fields
When entering a value into the "Name" field, a Geographic Region gets automatically selected
On Wednesday Sherri updated a SPDAT by changing the case manager that should be associated to that SPDAT. The case worker’s name was updated. Sherri checked this record the next day to find out that the case manager name did not change.
After editing VI-SPDATs and changing the case manager, the SPDAT Intake list for some clients is now showing 3 SPDAT entries for the same date/time with 3 different case managers. When you display each one they show that Sherri created and updated them on September 11th.
Staff have been updating the Case Managers on these SPDAT’s for some time now (over a year) so that it reflects the current case manager’s name on the By Name List report. When we look at a couple of case manager updates that w…
Not knowing that this would cause any issues, Sherri updated a number of SPDAT records on the 11th. Each record that Sherri updated now shows that she created and updated the record on the 11th.