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Program and Case Management
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            Example: Counseling Check-In with Caseworker

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            Example: Counseling Check-In with Caseworker

            Create an action plan template with a task for someone who's receiving a counseling benefit to check in with their caseworker every week after attending their counseling session.

            Required Editions

            Available in: Education Cloud, Nonprofit Cloud, and Public Sector Solutions. View edition availability.
            Record Record Name Details
            Action Plan Template Tasks for Counseling Benefit
            • Action Plan Type: Industries
            • Target Object: Benefit Assignment
            Task Weekly Check-in
            • Priority: Normal
            • Days: 7
            Action Plan Template Assignment  
            • Associated Object: Benefit
            • Action Plan Template Version: Tasks for Counseling Benefit
             
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