Adding A Non-Scheduled Activity for a Member

You can always add an activity that has not been scheduled.  This might be because you had an activity that was not expected or to capture an activity for a member that was done by an external or other staff person.

1. On the top bar, go to Action and scroll down to Run Script.

2. The Run Script pop up gives you the option to select the script you wish to use. Select Contact Script (or other).

3. You have the option of running it in a single screen or as a work flow.

4. You then get another option of how you would like the questions to be pre-populated.

5. This will start the script. Complete or review the summary.

6. Click on Save & End Script. (you can use any of the options as previously defined.)

7. You will get a confirmation that this is what you wish to do.

8. Clicking the Ok will generate the Capture Activity Outcome form. Complete this form to reflect the activity that has occurred. Include a Note about the outcome of this activity. 

9. Click on Save and Proceed or Save and Add Activity.

10. If you click on Save and Proceed, you will be taken to a view the content of the script. 

11. If you click on Save and Add Activity, you get the Add Activity screen and can schedule an activity to go on your calendar. 

12. Click on Add and Close.

13. The scheduled activity now shows on your calendar.

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