Care Cases in the Platform
You can manage many aspects of Care Cases through Care Life. But you can only manage some aspects in the Platform. You can create custom Views and/or Processes to support these actions in your church specific scenario.
Assign a Care Case
You can assign a Case Manager to a Care Case. That Case Manager can then manage the Care Case through Care Life.
- Go to .
- Locate and open the Care Case.
- Click Edit Record.
- For Case Manager, select the Contact.
- Click Save.
Assign a Household Care Log
- Go to .
- Locate and open the Household Care Log.
- Click Edit Record.
- In the Provided By field, select the Contact.
- Change the Care Outcome from Pending Assignment to Assigned.
- Click Save.
Close a Care Case
Close completed Care Cases that don't need any more Household Care Log entries.
- Go to .
- Locate and open the Care Case.
- Click Edit Record.
- Add the appropriate date in the End Date field.
- Click Save.