Flagging and Scheduling Activity

What is a flag? What is a scheduled activity?

A flag can be thought of as a reminder placed on a case to be read by the owner of that case. Only some users have permission to place flags.

A scheduled activity is simply a flag that is pre-set to appear on a certain date. So, for instance, if you are a manager and want to remind one of your social workers to follow up on their case a week from now, you could set a flag to appear next Wednesday, which would then remind the worker that they have a follow up to perform. This flag with a scheduled date to appear is a scheduled activity.

Can I flag a case to anyone?

A flag only ever appears for the user who owns the case that has been flagged. When you log in, your dashboard should show flags that have placed on your cases and no one else’s.

How to set a schedule remainder

Hi

You set a date on the flag