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Create an event for service user

In this article, we explain how to add an event type and events for service users.

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Written by Lucy Robbie
Updated today

πŸ“ŒNote: If you have Access Care Planning, you may wish to manage service user events through forms rather than within Access People Planner.

Event types

You can create event types for meetings, accidents, incidents, etc.

You'll need to create an event type before making an event. Follow these steps.

  1. Click Settings, then click Service user.

  2. Click Service User, then click Event types.

  3. Select the + Icon, then complete all required details.

  4. Click Save.


Create an event

Once you have created the event type, you'll be able to create an event. To do this, follow these simple steps.

  1. Click Service User, then click Service User.

  2. Click Find, then locate the relevant service user.

  3. Click the Events tab, then click Add New.

  4. Complete the required fields and click Save.

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