templates/CRM/Case/Form/Case.hlp

   1 {*
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  25 *}
  26 {* Help file is currently only used for "New Case" activity.
  27     - However, it may be invoked by other special case activities at some point so use $params.activityTypeFile condition
  28       when adding help specific to "New Cases". *}
  29
  30
  31 {htxt id="id-details-title"}
  32   {ts}Details{/ts}
  33 {/htxt}
  34 {htxt id="id-details"}
  35 {if $params.activityTypeFile EQ 'OpenCase'}
  36     <ul>
  37     <li>{ts}Introduce yourself and your role within our organization.{/ts}</li>
  38     <li>{ts}&quot;All of the information that you provide to us or any of our representatives and service providers will be held in strictest confidence. It will not be used for any purpose other than to help you, and for any other purpose that you authorize in writing, or which is required by law.&quot;{/ts}</li>
  39     <li>{ts}&quot;Please tell me what you would like to discuss.&quot;{/ts}</li>
  40     <li>{ts}Reflect client's story back to them.{/ts}</li>
  41     <li>{ts}Guess client's feelings and needs.{/ts}</li>
  42     <li>{ts}&quot;May I now ask you some screening questions?&quot;{/ts}</li>
  43     </ul>
  44 {else}
  45     {ts}Record details about this activity here.{/ts}
  46 {/if}
  47 {/htxt}
  48
  49 {htxt id="id-activity_subject-title"}
  50   {ts}Title{/ts}
  51 {/htxt}
  52 {htxt id="id-activity_subject"}
  53 {if $params.activityTypeFile EQ 'OpenCase'}
  54   {ts}Provide a one-line summary of what this case is about.{/ts}
  55 {/if}
  56 {/htxt}
  57
  58 {htxt id="id-case_type-title"}
  59   {ts}Case Type{/ts}
  60 {/htxt}
  61 {htxt id="id-case_type"}
  62 {if $params.activityTypeFile EQ 'OpenCase'}
  63   {ts}Offer the appropriate service from the list. If the service requires coordination, contact the Director.{/ts}
  64 {/if}
  65 {/htxt}