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 Edit
   
   
   
4. Enter Information as required
   
   
   
   
   Notes: 
   
   • Editing the mandatory fields (*) changes the contact entry information to the new information
   • Editing the Narrative adds that content to the existing content 
     
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 Edit
   
   
   
4. Follow same instruction as per Method One in this document
   

Related Information

User Guide:

• 3.2 Contact Log-Create v1.4
• 3.4 Contact Log-View v1.4
• 3.5 Contact Log-Search v1.4
  

Procedure:

• Needs Identification
• Registration
• 3.0 Information that belongs in a Contact Log
• Outcome Planning
• Outcome Plan Management