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Published Date: February 13, 2019
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Mobius ICM User Guide

Contact Log

3.2 Add Participants

Purpose

Contact Logs are where all non-circumstance notes regarding an individual are recorded in Mobius.   The Contact Log provides for a more consistent way of recording non-circumstance information that allows for searching and sorting of records (e.g. meeting attendance, handing in documents etc.). 

Procedures

Method One: Contact Log in Common Outcome Plan

Anchor Point: Contact Log tab in Common Outcome Plan

  1. From the individual / family Common Outcome Plan Page, select the Contact Log tab from the Navigation Bar
  2. Select the List Actions Menu
  3. Select Add Contact Participant

  4. Enter information using the guidelines under Create a Contact Log
  5. Select Save

Notes: All logs will be visible from the Contact Log tab in the Common Outcome Plan and in the Case


Method Two: Contact Log in CCISD Case

Anchor Point: Contact Log tab in CCISD Case

  1. From the individual / family CCISD Case Page, select the Contact Log tab from the Navigation Bar
  2. Select the List Actions Menu
  3. Select Add Contact Participant

  4. Follow same instruction as per Method One in this document