What is the Sessions Merlin?
The Sessions Merlin is a feature in the client view of WebCATS that allows you to simultaneously create multiple activity records for a single client. For example, if you counsel a client in regards to an award the client just won, you can use this feature to create both a counseling session record and an award record.
Follow these steps to create multiple client activity records simultaneously.
- Click the View|Clients/Pre-clients command in the WebCATS navigation menu.
- Select the client for whom you are creating the records by clicking on the company name.
- In the lower pane of the client record, next to the activity history list, there is a pick list (shown below). Select Sessions Merlin from the pick list and then click Go.
- Check general record information such as activity date, funding source, etc. to make sure the field defaults are accurate. This general information will apply to all of the client activity records you select in the next step.
- Select the client activity records you would like to create for the client and click the Next button.
- In the next Merlin screen, enter record notes and click the Next button. These notes will apply to all of the client activity records you selected in the previous step.
- Fill out all mandatory (as indicated by a red asterisk) and relevant fields for each record type you are creating, clicking the Next button after you have completed each record type Merlin screen. You may overwrite any field defaults found on these Merlin screens.
- Click the Finish button. WebCATS opens the client record that you created the client activity records for and, in the client record's activity history list, your newly created records are listed.
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Note: If the Prompt for client follow-up sessions? global configuration setting is active for your 'CATS database and one of the records you created was an initial or follow-up counseling session, you will be prompted to update the associated client record's Follow-up Date field upon clicking the Finish button.
Note: Because the Sessions Merlin does not display all client activity record fields available (e.g. award records can contain job data that is not available for completion from the Merlin), Softshare recommends that you open and edit your newly created record activity records to complete any other applicable or required fields that were not provided by the Sessions Merlin.