The worker can create and maintain notes, attachments and communications on the application.
The worker has the ability to capture and maintain notes that are specifically related to an application. A history of notes is also maintained.
An attachment is a supplemental file, e.g., a text document, that is attached to an application. The agency can attach scanned documents that provide information in support of an application such as a birth certificate or bank statement. A range of file types are supported including Microsoft® Word, Microsoft® Excel and PDF. The system does not restrict the file size of the attachment although the agency may wish to set a limit using an environment variable. Once the file is attached to the application, it may be accessed by other system users who have appropriate security privileges.
The agency can create and manage communications regarding clients on the application. Communications can include phone calls, emails, and letters. Communications can be free-form or based on templates. Additional communication features include the management of both incoming and outgoing communications, as well as support for displaying a list of communications that relate to the clients on the application. For more information on communications see the Cúram Communication Guide.