Conversations Tab

The Conversations tab stores communications between the agency and the facility.

A sample of the grid appears below. Sort records in the grid by clicking on the headings.  An up or down arrow (highlighted in orange below) will appear signifying ascending or descending order. The functions in the grid allow user to view, add, edit, or delete the record.

• Right - click in the grid to add a record
• Right - click on an existing record to get a menu with options to View Record, Add Record, Edit Record, or Delete Record.
• Double - click on an existing record to open it

How To

Add a conversation

1. Right click in the conversation history grid.
2. Select Add Record from the menu, the following dialog will appear:

   

3. Fill out the Conversation Date (required).

   Note: This must form an unique combination with the time field

4. Fill in the information and save the record.

   Note: Documents can be attached to conversation records