Client Services Salesforce

June 1, 2017 - PSP updates

Updated on

A system change to the PSP was completed to be able to to roll-up reporting on PSP created and last updated dates.  While this change was done, the view and print pages were updated to include Work Assignments, Referrals, and Goal added the Objective field.

Goal: Objective field

Referral List

All referrals are currently listed except for 1013 referrals.

S.I.G. Note

Columns were re-ordered.  Created By and No Show? was added in the view.

PSP Print Page

PSP Dates

PSP Creation Date - date of when the first PSP was created.

PSP Last Updated - date of last modified goal.