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How to Set a Client on Leave

The client must have a status of Occupied before you can schedule the client On Leave.

  1. Click the Search icon.
  2. Type ‘Bedboard’ into the search bar. (Or, ‘Residential’.)
  3. Click to select Bedboard (My Office). [Or, Residential (My Office)].
  1. If desired, filter the list to determine the records that are shown.
  2. Find the client who you want to set On Leave.
  1. Click the drop-down arrow in the Status column of the client you want to set to On Leave and select On Leave. The Census Management – On Leave screen opens.
  1. Complete the required and necessary fields on the Census Management – On Leave screen.
  2. When the screen is complete, click the Save and Close button in the tool bar. The list page opens. A second record for the client is shown with the status of On Leave.