The case calendar is used to schedule meetings and track events and activities to meet the needs of clients and their families. Meetings are appointments scheduled by a case worker concerning a client or a case to which other users or participants are invited. For example, a meeting may be held to determine the appropriate course of action for a family. An event is an individual milestone of significance to a case.
Events can be automatically created by the system as a result of case processing or manually created by a user. The following events can be created by a user manually: case activities, case referrals, case reviews, and appeals on services. An example of an event automatically created by the system is the case closure event which is created when a case is closed.
A calendar is provided for all events. Each calendar displays the name of the event and the date on which the event occurs in the appropriate date entry.