Care Cases in the Platform
Many aspects of Care Cases can be managed via Care Life. But some can only be taken in the Platform. These actions can be supported in your church specific scenario by the creation of custom views and/or custom processes.
Assign a Care Case
You can assign a Case Manager to a Care Case. That Case Manager can then manage the Care Case via 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.
- For Provided By, select the Contact.
- Change the Care Outcome from Pending Assignment to Assigned.
- Click Save.
Close a Care Case
Once a Care Case has been worked as needed and no additional Household Care Log entries need to be made, you can close the Care Case.
- Go to .
- Locate and open the Care Case.
- Click Edit Record.
- Add the appropriate date in the End Date field.
- Click Save.