Activate a Client

This article demonstrates how to activate an individual client record.

When a client record is first created the status is set to inactive. A record can also be changed to inactive status manually when required.

To create an assessment record for a client, the status must be changed to Active.

Instructions

Step 1. Log into your Community CI system.

The welcome page will be displayed.

Home Page

 

Step 2. Click on the Clients link.

Clients

 

Step 3. If required, search for the required client (refer to Search for a Client )

 

Step 4.  Click the three dots on the right-hand side of the client and select Activate.

 

Activate Client

 

The Client record is updated to active status

Activated Client Record

 

 

Further Information

 

Updated on August 15, 2018

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