I/O and C/C Group Activity Attendee Form - Named Clients

Start Here

After you have added Attendees to your Group Activity Session, you will have to fill in the Group Activity Attendee Form.  Click on Adding Clients to a Group Activity to review how to add Attendees to your Session.

Instructions and Definitions

Click on 'Expand all rows' to display the Group Activity Attendee Forms for each Attendee in the table.

Below each Attendee name, you will see a pink Group Activity Attendee Form. This means the Form is incomplete. Each Form must be filled in to complete the Session.

Each Attendee Form has (2) mandatory Green fields that need to be filled in. 

• Service Funded By - Click on Select a Funder to select the Funder for the Group Activity.
• Referred By - From the drop-down menu, select the Referral for the Group Activity

The rest of the Form is for 'Client Support Services Received'. Click on Client Support Services to review this section.

Two options to fill in all of the Group Activity Attendee Forms

1. Click on the 'All Attendee Settings' button this will fill in the basic options of the attendee form.
2. Click on one of the forms and fill it in, then, save and copy the form to all the other clients.

Export Participant List

The Attendee list can be exported to Excel by clicking on 'Export Participant List' at the bottom of the Attendee table.  The Excel table will display the Client ID, Client Name, Attended (checked or unchecked) and Updated (date).

Session Notes and Supporting Documents can be added/attached at the bottom of the Form.  

Click 'Save Session' when you have completed.