The instructions on this page were different in the following release(s):
3.74

Contact with Services

Release Note Summer 2021 (3.75)

The Contact with Services panel:

To add previous assessments:

  1. In the Relevant previous assessments (including YOT) table, click the add button to display the Previous Assessment dialog.
  2. Complete the relevant fields.
  3. Click the continue button to add the assessment to the Contacts with Services subsection:

To delete an assessment, click the x icon.

To amend an assessment, click the edit icon.

The same methodology is used to record other professionals or services involved, however the dialog to record this data is different: