{"id":867,"date":"2015-01-30T20:59:05","date_gmt":"2015-01-30T20:59:05","guid":{"rendered":"https:\/\/roxysoftware.com\/?page_id=867"},"modified":"2017-03-29T00:45:17","modified_gmt":"2017-03-29T00:45:17","slug":"review","status":"publish","type":"page","link":"https:\/\/roxysoftware.com\/?page_id=867","title":{"rendered":"Review"},"content":{"rendered":"
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Review<\/h3>\n

\"\"<\/p>\n

Use the Review<\/strong> record to record information about a client review, or any other type of review that needs to be completed.<\/p>\n

To enter a new Review record:<\/p>\n

1.\u00a0 Open the client file, go the History section, and select the Create button to access the New History Item Helper.<\/p>\n

2.\u00a0 Select Review, and select the related Create button to create a new record.<\/p>\n

3.\u00a0 Enter the appropriate information, and save and close the record.<\/p>\n

While the review is pending, leave the Review Currently Pending<\/strong> checkbox selected.<\/p>\n

Once the review has been completed, uncheck Review Currently Pending<\/strong> box; the Date Completed<\/strong> field will appear for you to enter.<\/p>\n\n\t\t<\/div>

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Continue to Staff Role<\/strong><\/a><\/p>\n

Back to Table of Contents<\/strong><\/a><\/p>\n\n\t\t<\/div> \n\t\t<\/div>

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