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Welcome to the Mobius Manual |
Published Date: February 13, 2019
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Mobius ICM User Guide |
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Contact Log |
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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
- From the individual / family Common Outcome Plan Page, select the Contact Log tab from the Navigation Bar
- Select the List Actions Menu
- Select Add Contact Participant
- Enter information using the guidelines under Create a Contact Log
- 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
- From the individual / family CCISD Case Page, select the Contact Log tab from the Navigation Bar
- Select the List Actions Menu
- Select Add Contact Participant
- Follow same instruction as per Method One in this document
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