Step one: Navigate to client information
Click Client Tools.
Select Find Client.
Click Show All.
Use the search box to find your client.
Click Case Data next to the client’s name.
Step two: Add or manage interventions
If this is the first intervention for the client:
Under Actions, click Add First Intervention.
If the client already has interventions:
Under Actions, click Manage Interventions.
Step three: Add an intervention to the case
Click Add Intervention to Case.
A list of available interventions or sign postings will appear.
Click the intervention title to view more details.
Click Add to Case.
Select Signpost Only.
Click Signpost.
The intervention is now recorded in the client’s case file.