Program or Organization Setting preventing Activities or Reports being added to closed cases
We need to prevent users (by user group preferably) from adding activities and/or reports to cases that have been closed.
We run 2 programs, one is our residential program which transitions folks onto their next chapter living outside of our facilities. As part of the services we offer, we enroll them into an "Aftercare" program which is for folks who don't live in our residential facilities. Sometimes, folks will accidentally enter activities on the closed case (not sure how they end up there, but it happens).
This feels like it should already be a feature in a multi-program tool, so I hope it gains enough support to become reality.
Jeremy Russell
shared this idea
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Hello there, just adding a comment as this continues to happen. Will probably bring it up at the conference next week. For folks who move from one program in extendedReach to another, it would save so much confusion and serve the humans we support if I could prevent activities and reports being added to a closed case.
If preventing isn't an option, a warning pop-up that says "This Activity (or Report) is being added to a case file that is in 'Closed Status', would you like to document on their existing, open and linked case file?"