Casework Steps

On the Case Plan screen, click the Casework Steps button in the Plan Detail block; the Casework Steps pop-up window displays.

Fill in the casework steps needed to meet your goal.

1. Planned Steps: select the steps needed to meet the case plan goal from a List of Values; mandatory.

2. Comment: type in any relevant casework steps information; optional; free-text entry.

return to the Case Plan screen.