Client Services Salesforce

Recording Community Living Infractions

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To ensure the safety of our community on campus, we need to record Community Living Infractions. Community Living Infractions are given when a client violates the Community Living Guidelines they agreed to at Intake.

This article describes how to document a Community Living Infractions on a client's profile. To document an incident, click here.

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

2. Click New.

3. Select Community Living Infraction.

4. Click Next.

5. Enter a brief Subject to title the Infraction.

6. Select Incident Date and Time.

7. Select the Incident Type.

8. Select the correct Notice #.

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

10. Click Save.

If you're not sure if the incident is an infraction, you can click on the Community Living Agreement Link to review and determine if the incident should be input as an infraction.

You can view the Last Infraction Notice # entered behind the Infraction creation on the right.

Your Community Living Infraction is now documented and can be viewed in the Incidents list.

Click here to learn how to print the infraction to hand to the client.

Dude! You're done! Way to document!

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