Add and edit a client's victimizations from the Victimizations tab located in a client's client screen.
- To start, navigate to the Clients Screen by clicking on the Records dropdown on the top blue bar.
- Select "Clients" from the dropdown and you will be taken to the Clients Screen.
- You can also navigate to the Clients Screen by doing a search for clients by utilizing the search bar on the right side of the top blue bar.
- Select a client from the list of clients to navigate to that client's info screen.
- Once a client has been selected, navigate to the Victimizations tab by clicking the icon that looks like a scale on the row of tab icons below the top blue bar.
- Once the tab is clicked you will see the Victimizations block.
- The first thing you will see on the Victimizations block is a list of standard VOCA victimizations. Click the victimization of your client and it will be added to the list of Applied Victimizations on the right side of the screen.
- You also have the option to add additional VOCA victimizations.
- If you have admin access, you are able to add custom victimizations to choose from by utilizing the Add/Edit Victimizations tab in the admin settings. For more information about adding victimizations see the article: How do I add and edit Victimizations?
- To the right of the Victimization lists, you will see the list of Applied Victimizations. These are victimizations that have been added to a client. If no victimizations have been added this section will be empty.
- Below the Applied Victimizations label, you will see individual blocks for each added victimization. A victimization can be removed from the client by clicking the red trash can icon at the top right of each victimizations individual block.
- To the right of the individual victimization blocks, you will see a list of tags that can be added to the victimization to provide further detail. Additional tags can be added by using the Add/Edit Tags tab in the admin settings. For more information about adding victimization tags, see the article: How do I add and edit Victimizations?
- Added tags will appear in the respective victimization block and can be removed by clicking the "x" icon on the right side of each tag.