Creating a whanaunga āwhina session
Create or search the whanaunga āwhina
Press the Add session button from the overview
Fill in the basic session details and workers involved
Mark the member attendance (or leave blank if not yet known)
Creating a session record
Once the session has been created a session record can then be added via the Add record button. Session records appear in the record of all the members that attended the session.
Note: To be able to add a record you have to be added as a worker in the session. Each worker can add a single session record
The record information can now be entered including adding the necessary record forms. Once all the information has been entered press the Finish editing button.
Creating an attendee record
Once a worker has created a session record it is possible to add attendee records. These are for when wanting to record notes only against a specific attendee that should not appear in the session record for all attendees. Attendee records are created by pressing the Add attendee record... button and choosing the attendee.
Signing and finishing a session
For a session to be classed as completed and its information valid it needs to be signed. To be able to sign a session first all of the records within the session also have to be signed.
Once all records have been created and finished for a worker they can press the Sign records button to sign all of their session records.
Once all records within a session are signed any worker can then press the Sign session button to sign off and complete the whole session.