Users can add progress actions to Agency records in a similar way to child or family progress. Agency progress can be used to record communications, documents, and important events regarding each agency record.
To add progress to an agency record click the ‘Add Progress’ button at the bottom of the screen.
Select your progress action, complete the applicable fields and add any relevant notes. Click ‘Save’ to save your progress action.
Once an action has been saved, you can upload attachments by clicking the grey folder icon and then clicking ‘Add Files’.
To delete an action click the ‘Action’ button, then ‘Delete’.
Actions can be searched for at the top, including actions associated with a specific contact. For more information on how contacts work in CHARMS, please see our Contacts page.
Progress added to a contact with a connected agency record (i.e. they share the same agency code) will appear in the connected agency progress screen.