Who it is for: Specialist
Before you start: Workspace access. Check the selected client, dates and current records before starting.
A real app screen. The names, amounts and notes in it are invented. Shown in English; Ukrainian and Russian are also available.
What to do
- 01
Select an unclosed session in Needs attention.
A session is over but the records are not updated · 1 - 02
Choose the actual outcome: held, missed or cancelled. Review the summary and save.
A session is over but the records are not updated · 2 - 03
Open the client card and check history and balance. Repeat for other unclosed sessions.
A session is over but the records are not updated · 3
Check the result
The outcome is saved, the session leaves the unclosed list, and history and balance reflect the result.
If things go differently
For a time conflict, return to the date selection. If the record changed, reopen it and check its current state before confirming again.
Keep in mind
Do not select Held just to clear the list. Review the accounting effect of each outcome in the summary.