Elements of an Action

Figure 124: Setting the Action Types

Type

The Type of an Action categorizes the Action. You can change the Type at any time by selecting it from the drop-down list. This list can be configured to have the types you want back in the Action Types Configuration screen.

Figure 125: Setting the Action Type

Date and Time

The Date and Time fields are fairly self-explanatory. They indicate when the Action should or did occur. Note that it is not necessary to have anything in the Time field, if it is not specified. When you use the Add Completed button on a Client form, the default Date and Time are set to Now. When you use the Add Pending button, the default is Today, with no Time entered.

Who

This field identifies the main person involved in the Action. You cannot change the Who field of an Action. To set the Who of an Action, it must be added within the context of the right person, either from their Client or Caregiver form or by adding a Follow-up to an existing Action of theirs.

Subject

This text will show in Actions lists so you can sort by Subject, so it's a good idea to be as consistent as possible when entering Subjects so that sorting will put the ones you want together. For most Actions, you can put any text you want here. One exception is Credentials Actions: the Subject is read-only and comes directly from the Credential that it's connected to.

Comment

This is a free-form text field, just as you see on most forms within the Rosemark Scheduling System™. There is no practical limit to how much text you may enter into this field.

Send Email

Clicking this button will send the Action as an email to the email address that is entered on the Info tab of the person who is shown in the Who field. You have the option of putting more than one in that field (separated by commas). You can also put in cellphones as email addresses (e.g. 5555155151@vtext.com for Verizon phones, etc. Check your carrier for the format needed) in order to send text messages this way.

Completed

This check-box sets the status of the Action, either to be Completed (if checked) or Pending (if not checked). The color of the Action also changes to reflect its status: Yellow for Pending, Brown for Completed. Note that the system does not prevent you from putting in a Completed Action for a date in the future; this could be used as a general way to make note of a specific date, for whatever reason.

Add Follow-up

On any Action, you can use the Add Follow-up button to add a Pending Action with the same Who, with the Type filled in the same by default. Any time you add an Action, the default date is Today. When you add an Action with the Add Follow-up button, the system prompts you for a date before adding it. Of course, after adding the Pending Action, you may change any of the fields as you wish (except Who). This is a convenient way to add a new Action for a Client or Caregiver, if you are already looking at one of their Actions.