How to Add a New Interval Wizard
- Open the Cases section on the Client Management form.
- Select the case to add a new interval from the case-control window.
- Open the menu and select "New Interval Wizard."
Step 1:
- Select the case to add a new interval.
Step 2:
- Specify the expected end date for the new interval.
Step 3:
- Specify the supervision type*, phase, any notes, the start date (defaults to today), expected end date, and if the new interval will be primary.
Step 4:
- Specify the supervisor and the supervisor's start date for the new interval
- When a new interval is added, the current open interval will close itself.
- The intervals are listed in the cases section.