Use this tutorial to view or update a service or intake coordinator's details in the Coordinator section of the Child Detail page.
Complete the following steps to perform this tutorial:
Display the Child Detail page.
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NOTE: This page contains collapsible data. Sections can be collapsed by clicking the [-] beside the section heading. Click the [+] to expand the section. Depending on the method of access and your current permissions, the page displays differently and some information may be disabled or unavailable. |
Double-click on a provider in the Coordinator table. The table contains a list of all providers associated with the child. The page refreshes and displays detailed information below the table.
View the name and phone number of the currently assigned coordinator in the section heading.
View or update the following information as necessary:
Coordinator displays the person's first and last name.
In Start Date, enter the date on which the person becomes active. When updating detailed information, the start date may be disabled. For more information about entering dates, see the Calendar Controls topic.
In End Date, enter the date on which the person becomes inactive as necessary. For more information about entering dates, see the Calendar Controls topic.
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NOTE: Asterisks (*) indicate which fields are required on the page. If required information is missing, an error message displays at the top of the page after saving the data. |
Click the Save button. The page refreshes and displays the updated information in the Coordinator table.
Version 1.6
