Adding a Client Activity

Client activities are used to document client service delivery. Adding a client activity is the second step of the client enrollment process. A client is not considered enrolled into a program until at least one activity is added.

• Client activities are defined by your agency's scope of work

• A client may be enrolled in multiple activities

• All client activities must be completed before a client is exited from enrollment

To add a client activity:

1. From the Enrolled Programs menu, select All Processes.

2. From the Client Applications section, select the Application to which the activity will be added.

3. Select Add Activity Form at the bottom of the screen.

4. Complete the following fields from the Activity Form based on your application type.

An activity begin date cannot be a future date.

• For General Fund/CDBG application:

  • OEWD Program

  • Program Activities

  • Activity Begin Date

  • Projected End Date

• For General Fund/CityBuild application:

  • Activity Begin Date

  • OEWD Program

  • Cycle ID

  • Job Readiness Training Cohort

  • Program Activities

  • Projected End Date

5. Select Save Activity at the bottom of the screen.

For 1-day activities, the activity is completed at the same time when adding an activity. You can select an Activity Completion Status during the process.

For any open activities, you have up to 30 days after the Projected End Date to complete an activity by selecting an Activity Completion Status and adding an Activity Completion Date.