Activity Log Clients Guide

  1. From the main menu, select Placement and click Clients.
  2. Click New Client.
  3. In the Code field, enter a code to associate with the client. Do not use the client’s name. 
  4. Click Save. 

If you have obtained proper client release forms to upload session videos or client data, your site supervisor can enable uploads with a client by clicking enable uploads on the dashboard.  

*You can also add new clients when creating a direct service activity log entries.