Opening an involvement

Where no involvements currently exist, or you wish to start a new involvement, select Start New Involvement on the involvements tab.

The next screen allows you to select a Centre of Care from a drop-down menu and select the start date for the involvement.

The start date auto-fills with today’s date but you can change this by clicking the calendar icon or manually entering the date.

Important

The start date for an involvement cannot be in the future and multiple open involvements for the same centre of care for a service user are NOT allowed. Additionally, the date and time of any new involvements cannot overlap with closed involvements for the same centre of care or service user.

You can have involvements for different centres of care open at the same time.

Click Start New Involvement at the bottom of the screen when you have entered the relevant information. You will be taken back to the involvements summary screen where you can see the new open involvement.