Document Individuals Present
- In the Individuals Present panel, select from one of the Contact Type options.
- Select one of the following in the Individuals present section:
- Individual not present
- Individual present
- Select Others present and enter the details in the Support Resources section.
- In the Support Resources section, record the client's closest friends and relatives.
- To add the support resources data in the grid, click Add.
- To change the grid view, select All or Active.
The Effective and End dates determine if a resource is Active.