Client Flags

Caseworkers can flag clients to communicate important messages to other caseworkers about a client. Flags can be customized, and can even be used to prevent new pledges from being made on behalf of a client.

Flags appear prominently on the Client Dashboard:

To add a new flag:

1. Load a client by searching for a client.
2. Click on the ‘More’ button below the client name, and click on ‘Flag Client’. This loads the flag editor:

3. Fill in the appropriate fields to customize the flag:

Flag Type

Sets the heading for the flag. “Do not assist”, “Alert”, and “Pledge in Progress” are available options.

Should this flag prevent pledges?

Set to ‘Yes’ if flag should prevent other caseworkers from making pledges toward this client. Note: If the setting “Any user can remove flags?” is set to ‘No’, no pledges can be made on behalf of this client until an administrator removes the flag.

Choose a color

Sets the display color for the flag

Flag message

Sets the display message for the flag. This should be descriptive enough to explain the reason for the flag, but not too long. Longer messages should be added as notes.

Preview

This will update to show a preview of the flag.

4. Click ‘Save Changes’ to add the flag or ‘Cancel’ to cancel.
5. Once saved, the flag should appear on the client dashboard.