Creating an activity

An activity is a record of a caseworkers time spent working with or on behalf of a client. Activities form the basis of many of the reports within Recordbase, which are typically used by your organisation for contract reporting.

There are two ways to start creating an activity, both launch the same process they are just accessed from different areas.

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The first is from the Client screen, select Activities from the menu and on the Activities page select New.

The other option is from the main dashboard you see when you sign in to Recordbase. In the list of recently viewed clients, there is a New activity option

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Select the team and referral the activity is being recorded against and then you now have the choice of the type of activity you want to create.

If your team has common activities there may be activity templates that you can select, otherwise, the general activity will start you with a blank activity and you can fill out the details. Group activities are used when there is a group of people attending the same activity.

Select New activity next to the type of activity you want to create.

In the activity fill out the fields with the necessary detail, ensuring all mandatory fields have been completed and select Add down the bottom of the form to create a new activity.

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