The Activity Sign Off Workflow feature is now available from the Reports menu and provides:
Comprehensive Activity Review: View Clients, Staff Shifts, Client Journals, and Funding Allocations in one consolidated interface.
Activity Sign Off in Bulk: Save time by signing off multiple Activities at once.
Error Reduction: Activity replication settings are bypassed during bulk Sign Off, minimising unintended changes.
‘Under Review’ Error Handling: Activities that can’t be signed off due to missing or invalid data are automatically tagged as ‘Under Review’ to assist in identifying these.
A detailed article can be viewed here, or to watch a walkthrough video of this new functionality please click here.
We’d love to hear from you—your feedback on this new feature will help us shape it into something that truly works for you.
Transform the way you manage client care.
Transform the way you manage client care.
