DSC Requests: Managing Progress Note Entries

This process encompasses managing Progress Note entries on DSC Requests.

1. To access the DSC Requests area, select the DSC Request option from the DSC menu on the left.

2. From the list page, select the desired DSC Request on which Progress Notes are to be viewed or managed. 

3. When the view screen opens, select the 'Progress Notes' tab.

*Note that only users with DSC Team Permissions will be able to view ALL Progress Note entries. Only those entries that have been made publicly available will be visible to all agency FEDPASS users.

• By default, only Progress Notes entered within the previous 2 weeks display. To view additional Progress Notes, select an updated time periods from the Date drop-down filter.

4. To add a new Progress Note, select the 'Create Entry' button option at the top of the screen.

• Select the desired Date of entry and add a Summary.
• If this Progress Note is to be viewable to all agency FEDPASS users upon creation, set the 'Make Public' toggle to 'Yes'.
• If this Progress Note should be sent to the Status Feed, set the 'Add to Status Feed' toggle to 'Yes'.

5. To edit an existing entry, select the 'Edit' option from the Actions drop-down of the Progress Note to be edited.

• Make desired updates in the edit modal, then select 'Save'.
• Note that Progress Notes can be Made Public or Sent to the Status Feed screen on this Edit modal as well.

6. To make an existing entry viewable to all agency FEDPASS users, select the 'Make Public' option from the Actions drop-down of the Progress Note to be made public.

• alternatively, the Progress Note can be made public via the Edit modal following step 4 above, by updating the 'Make Public' toggle to 'Yes'.
• To undo the Make Public action, slide the toggle back to 'No' on the edit modal, or select the 'Make Internal' value from the updated options from the Actions drop-down on the list grid.

7. To delete an existing entry, select the 'Delete' option from the Actions drop-down of the Progress Note to be deleted.

• Select 'Confirm' in the Delete Progress Note confirmation modal.