CFTM - Reschedule a CFTM

When a future CFTM is scheduled and the status is 'Scheduled' then it can be rescheduled and "Reschedule CFTM" will be in the Quick Actions drop-down list.

When "Reschedule CFTM" is selected from the Quick Actions drop-down, the CFTM Reschedule page appears.  

• Child(ren) Concerning-Displays the child(ren) from the original scheduled CFTM with a role of Child Concerning

• CFTM Type(s)-Displays the CFTM type listed in the original scheduled CFTM

• Scheduled Meeting Date-Click the calendar icon to update the meeting time or enter the date manually.

• Scheduled Meeting Time-Click the clock icon to update the meeting time or enter time manually.

• Location Type-Update the location by choosing an option from the dropdown list.

• Location-Type the details in the narrative box.

• Phone Conf. Number-Enter the phone number

• Phone Conf. Code-Enter the code in the narrative field

• Video Conf. Number-Enter the number

• Video Conf. Code-Enter the code in the narrative field

• Reschedule Reason-Enter justification for rescheduling the CFTM in the narrative field.

• Apply-Click to save the changes and remain on the Reschedule CFTM page.

• Save-Click to save the changes and be returned to the Person Home page.

• Cancel-Click to return to the Person Home Page without saving any changes.

Knowledge Base...

[CM47_cftm_reschedule] (revised June 2018)