NOTE: End Dates on the Customer Activity Detail page should be in sync with participation recorded on the Activity Progress Detail page. For example, if staff have recorded participation hours on the Activity Progress Detail page for every week in September, the Customer Activity End Date should not be prior to the last day of the month.
Select Services from Global Navigation. Select Appraisal from Local Navigation. Select Customer Activities from Task Navigation. The Customer Activities List page displays.
Click the Edit button. The Customer Activity Detail page displays.
Update appropriate fields as needed.
Click Save and Return. The Customer Activities List page displays.