Session and participant records allow you to easily and appropriately capture information when working with groups
To create a group session
Go to client records via the switcher and open the group's tab
Search for or add the group you wish to create a session
Once you have selected or created a group, select Continue to sessions
Click Session, enter the details of the session and mark attendance
If required you can add further clients and workers
Click Save and review or start a session record
NOTE: To create a session or participant record, a worker must be added to a session and marked as attending.
Creating a group session record
Session records will populate the records list of all clients listed in the attendance section of the session, even if they were marked as not attending
To create a session record:
Go to client records via the switcher and open the group's tab
Search for or add the group you wish to create a session
Click Continue to sessions
Create a new session or navigate to the session you want to create a record on and click Edit session
Select Record and provide a record title
Add a form to the record
Enter information relevant to the session and all participants
Click Save and review when you are finished
Only workers marked as attending the session can create a session record. If you are unable to create a new record, check that you are added as a worker and marked as attending.
Each worker marked as attending can create their own session record for one session, but each worker can only create one record per session.
NOTE: Group forms currently provide simple text boxes. Please get in touch if you would like customised forms for when you work with groups.