Add Decision

Click the “Decisions” link on the main outreach page.  Click the “Add Decision” link on the list page.  Enter the required fields (date, person making decision, counselor, service, decision type).  All other fields are optional.  Click the “Submit” button to submit the new decision.

If the person making the decision is not in the directory, click the “Directory” link on the decision list page before attempting to add the decision, and add the family and person to the directory.  See the instructions for adding families and adding people to the directory.

A decision is automatically added for visits that result in a decision (e.g. person gets saved as the result of a visit).

See Also: Edit Decision, Find Decision