The following is a summary of the main concepts covered in this guide:
- The application calendars allow the user to manage events,
activities, and meetings that can be related to users, cases,
locations, financials, or organizations.
- Meetings are appointments scheduled from a case or user calendar
by an agency worker concerning a client or a case to which other users
or participants are invited.
- An activity is an event scheduled for a specific time period. An
activity calendar is maintained for the scheduled activities for
individual users and cases.
- Case reviews and referrals can be scheduled from case
calendars.