Adding and Deleting Actions

You can add a new action for any person right from their form. Here's a Client form, showing the Add buttons for Pending & Completed Actions.

Figure 115: Adding Actions from a Client form

You can add a new Action in a couple other ways as well. If you are looking at the Actions List of a particular Client or Caregiver, you can add a Pending Action by clicking on the Add Pending button in the top pane of the List. Similarly, you can add a Completed Action by clicking on the Add Completed button.

When you are looking at a general Actions List (from the Office menu, Pending Actions and Completed Actions), it’s a different matter. In this case, simply select one of the Actions in the list that is for the correct Client (Who), then click on the Add Follow-up button on the Action itself.

Figure 116: Adding Actions from an Action list and from another Action

Deleting Actions

To delete an Action, simply select Delete from the File menu on the Action itself or select Delete selected Action from the File menu of the List.

Figure 117: Deleting an Action from an Action list