Find and edit a session

This task card discusses the following:

  • Information on updating sessions
  • Find a session
    • Method 1 – From the Go to field
    • Method 2 – From the Find Case button
  • Results section
  • Edit a session

Key highlights

  • At least one session must be recorded during a reporting period for the session and associated clients to be counted in reports.
  • A session can be updated any time only during the relevant reporting period.
  • The use of special characters such as * & % # @ should not be included in the free text fields as they are used as search functions in the Data Exchange.



Last updated

First published