A notification and/or start date is recorded for each customer. The notification date is the day when the first information about the customer is received. It can be the same as the start date, but if the notification comes before the start of the actual period, it can be earlier than the actual start date. The dates according to the agreements are marked as the start and end date.

Episodes can always be marked according to contracts, in which case each contract becomes a new episode. With this, the customer's path in the light of the contracts is revealed and it is possible to accurately calculate the duration of the customership at the workshop. Sometimes it can be justified to only change the end date of the contract according to the new contract, if no essential changes have taken place in the contract and there is no time break between the contracts.

The party that initiated the workshop session, from which the customer arrived or was notified for the workshop, is selected for arrival. If desired, the arrival information can be specified with own codes, such as the Subscriber code, which can be used to indicate the subscriber or the sending entity. In addition, period-specific own codes are municipality, unit or own code, which can be used in customer management. These can be used to classify period data statistically as needed.

Procedures

For each period, an action according to the agreement is marked from the drop-down menu. The procedure can be specified with the code "Oma toinpide", where you can create a menu of those procedures for which you want more information or which cannot be found in the Procedure menu. For example, Kela's vocational rehabilitation can be selected for the procedures, and in the My procedure menu, it can be supplemented with Nuotta training.

The form of implementation of the measure "individual or group" can also be chosen per period. If necessary, the customer's goal and additional information related to the episode can be entered in the text fields assigned to them.

If the customer's session is implemented as start-up training or as a workshop activity without walls, remember to make a section-specific entry in the checkboxes! If your organization only does start-up training or wallless workshop operations, always choose this option.

Notifier and contact person

The reporter and two contact persons can be marked for the episode as needed. The Search buttons next to these fields bring up the Notifier/contact person window, which can be used to add, change or remove authorities from the selection list. In addition to name information, contact information can be saved for notifiers and contact persons. When the notifier or contact person has been added on the form, the information can be selected for the customer periods with the drop-down menu or by writing part of the name. If you don't want the person you registered to appear on the selection list (e.g. relatives), select it

Use the search button to enter private person for the person. In turn, notifiers or contact persons left without a mark or saved with an authority mark appear in the selection list.

Interviews

If it is customary for customers to have an initial interview, the interviewed customer can be registered normally in the system and marked in the Episodes section that the customer has been interviewed and who has conducted the interview. The status of the interviewed clients can be in the queue or coming for coaching. If the interview does not lead to a customer, the customer is recorded as closed and the only action left is another action: an interview. If a more detailed explanation is desired, a memorandum can be made about the interview and further plans.