Create an Activity Record - The Where
Where can I access and create Activity Records within SETWorks?
Direct staff, Everyone
You can create a new record from a few different areas within SETWorks. This article will show you 5 different methods of creating a record.
There are a several different ways to create an activity record (AR) in SETWorks. Depending on how your SETWorks is configured, not all of the methods shown in the following article may relate to you.
Always refer to the direction provided by your SETWorks administrator above the information in the following article.
Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our articles are not the same on your site, talk to your local administrator to assist in translation.
Methods of Creating Activity Records
Home - Convert from Appointment.
Converting from an appointment ensures the correct activity record type is selected. Appointment details are already included, saving activity record creation time.
- Select Home from the top, left corner of SETWorks.
- Within calendar view, you can either:
1) Right click on the desired appointment on your calendar. - or -
2) Select the hamburger icon (the three black lines in the bottom right of the appointment) - Select 'convert to [Activity Record]'.
*Recommended method for direct staff.*
Home - Calendar.
- Select Home from the top, left corner of SETWorks.
- Within calendar view, select the desired time and day on the calendar.
- Within the New Activity Record window, select the applicable Activity Record type.
Prior to documenting, talk with your manager to understand which activity records are used at your organization.
Global Action Menu - Select: Add.
- Select Add... from the 'select' dropdown on the mid-right of SETWorks.
- Select the applicable Activity Record type.
Activity Records (AR) Index.
- Select Activity Records at the top of SETWorks.
- Select Calendar View tab. Change the day/week/month view on the right.
- Select the desired time and day on the calendar.
- Within the New Activity Record window, select the applicable Activity Record type.
Consumer Profile.
- Select Consumers at the top of SETWorks.
- Select Consumer profile.
- Select Activity Records tab in the list on the left.
- Select +add activity record.
- Within the New Activity Record window, select the applicable Activity Record type.
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