Record inquiry follow-up activities

Process: Record a resource inquiry

After the applicant's initial inquiry, a number of follow-up activities take place. These activities are added to the inquiry record. At a minimum, you must record that an application was provided and then returned to the organization.

Note

If this inquirer is a kinship resource, and your organization does not require an application, you still need to create an activity indicating that an application was given and another activity to indicate that the application was returned. In the Comments field on each activity, indicate your policy that an application was provided or returned.      

Follow these steps to record inquiry follow-up activities.

  1. From the Resource Home Inquiry screen, click the Activity Log tab. The Activity Log screen appears.

  2. Click Add Activity to create a new activity record. The Activity Information screen appears.

  3. Select the activity in the Activity Type field.

  4. Enter the date in the Date of Activity field.

  5. Enter any additional information about the activity in the Comments field.

  6. Click Save. You are returned to the Activity Log screen.

  7. Repeat steps 2 – 6 for each activity you want to add.

  8. Click Save.

  9. Click Next Task> below to continue.