Part I: Creating an Activity Record in Setworks

1. Logging into Setworks

• Accessing Activity Records on a computer or tablet
• Log into Select Individuals">Setworks 

2. Accessing the Individual Tab

• Access the Individual Tab
• Search for the Individual
• Select the Individual
• Locate the Individual's PASSE in the Individual’s Setworks profile under the Description box
• Review and take note of the Individual’s Service Type as you will need to enter it into the Activity Record

3. Creating an Activity Record

• From the Home page click the drop-down menu on the right of the screen and select Activity Record
• DO NOT select Activity Record (Appointment)
  Setworks Homepage
  
  
  
   

4. Date and Time

• Select the date and time you want to create and activity record for

• Be sure to alter the date for completing any activity records outside of today’s date
   

5. Service Type

• Select the Service Type using the information provided below
  Examples:
  • SL 1:1, Arkansas Total Care
  • Summit
  • Caresource
    SL 1:1
  • Empower
     

6. Update Description with PASSE Abbreviation

• Enter the Individual's abbreviated PASSE using the tale provided to the right  below

7. Set Default Time

• Enter the shift you will be supporting the individual for

• Be sure to differentiate AM-to-PM shifts

• The default time you select will automatically populate the time for Staff Attendance and Individual Attendance 

8. Staff Attendance

• Search for your name in the search bar
• Select your name
• Verify the time for Set Time Default is the same for Staff Attendance
   

9. Individual's Attendance 

• Search for the Individual(s) you will be supporting during the shift
• Select the Individual(s) you will be supporting during the shift
   

10. Review Times

• Verify all Times match and are for the same Time Period 
   

11. Save Appointment  

• Select 'Save Appointment'