Client Services Salesforce

Recording Bans

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To ensure our clients' and staff members' safety on campus, we need to record client bans. Bans will alert staff that a client should not enter Atlanta Mission properties assuming it's a lifetime ban or the ban expiration date has not passed.

This article describes how to document a temporary ban or a lifetime ban on a client's profile. To learn how to document an incident, click here.

Bans should only be used if a client has received a specific number of community living or engagement strikes or if they've taken an action that makes them a danger or risk to the community.

Bans should not be used if a client is simply leaving Atlanta Mission of their own choice or because they've graduated the program.

Lifetime Bans

1. From the Client's Contact Record, click the Arrow symbol by Incidents.

2. Click New.

3. Select Lifetime Ban.

4. Click Next.

5. Enter a brief Subject to title the Infraction.

6. Select Ban Start Date.

7. Select the Ban End Date (enter any date, it will autoreset to be lifetime).

8. Select the correct Lifetime Ban Reason.

9. Type the Infraction Description, ensuring you include the who, what, where, when, why, and how of the Lifetime Ban.

10. Click Save.

Your ban is now documented and can be viewed in the Incidents list. A badge will appear on the Client Alerts to show that they've been banned.

Temporary Ban

1. From the Client's Contact Record, click the Arrow symbol by Incidents.

2. Click New.

3. Select Lifetime Ban.

4. Click Next.

5. Enter a brief Subject to title the Ban.

6. Select Ban Start Date.

7. Select the Ban End Date.

8. Type the Temporary Ban Reason.

9. Type the Ban Description, ensuring you include the who, what, where, when, why, and how of the Temporary Ban.

10. Click Save.

Your ban is now documented and can be viewed in the Incidents list. A badge will appear on the Client Alerts to show that they've been banned.

Dude! You're done! Way to document!

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