Action Notes are Client Notes with a task to perform, whether that’s for yourself or someone else in your Organisation. You can make an Action Note on yourself or for another user when a task needs further action.
To create an Action Note, you must first create a Client Note.
To turn the Client Note in to an Action Note, click the box in the Client Note. The Action Fields will then become enabled:
- Action Date: Enter the Date the Action is requested.
- Action By: Select the Chintaro user that the Action will be assigned to.
- Action Type: Select the Action to take. You will be able to filter and sort Action Notes by the Action Type. This drop down list is customisable by your System Administrator.
Action Note: Enter the details of the Action required.
Click the Update button to save the Action Note.
The Chintaro user that was selected in the Action By field will now be able to see the Action assigned to them in the Control Panel of their Home Screen.
Once the necessary action has taken place, double click on the Action Note in this field. Add any necessary comments in the Action Note, and tick the box when the task is finished.
Once entered, Client Notes and Action Notes can be emailed to other Chintaro users, printed, transferred to another Client record (if entered on the wrong Client Record), or copied to another Client.