SuccessFlow

User Guides

Learn SuccessFlow, step by step

Short, focused guides for new users. Start from the top or jump straight to what you need.

Add a Support Plan for Participant

ParticipantsUser guide

This guide walks you through creating a Support Plan for a participant, including planned weekly hours and publishing the plan so it appears on the participant's profile.

  1. 1

    Click on Participants

    Click on Participants
  2. 2

    Select the Participant you want to add a Support Plan for

    Select the Participant you want to add a Support Plan for
  3. 3

    Select Support Plans and Click on Create Plan

    Select Support Plans and Click on Create Plan
  4. 4

    Add your Planned Hours for the week. When you're done, click Publish

    Once filled in, the Support Plan will tell you exactly how much funding is left for the quarter based on your Support Plan. To revisit this plan later, click Save as Draft.

    Add your Planned Hours for the week. When you're done, click Publish
  5. 5

    Your new Support Plan should now be displayed on the Participant's page

    Your new Support Plan should now be displayed on the Participant's page
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Add a Case Note