Why can I not Add Services / Notes

If your administrator has chosen to activate the Secondary Assignment Module, you may just need to add yourself to the case/client/defendant.

1. Click on the handshake Icon in the top bar while in the client information form
2. The primary advocate for this client is displayed here
3. Assigned advocates are listed here
4. If you have the authority to assign to the case, you will see your name by clicking in the area where the number "3" is and a list of advocates you can assign to this client will be listed here.  Click the name to assign..

Once completed, the assigned advocates will then be able to enter notes and services.