How to Submit an Activity Record in Setworks

Learn how to efficiently log residential habilitation shifts, add detailed individual progress notes, and update goal comments within the SetWorks platform. This guide provides a walkthrough for submitting daily documentation, answering plan questions, and managing client activity records.

Clarissa Patterson
22 steps
8 minutes

Set-Works

Scribe for Windows

Scribe

Navigate to [https://app.set-works.com/SW/Login/SWLoginNew.aspx](https://app.set-works.com/SW/Login/SWLoginNew.aspx)

Enter your username or email address.

Enter your password and click "Log In".

Click the "Select" dropdown menu in the top right corner.

Select "Shift Doc" from the dropdown options.

Shift Configuration

Select "Residential Habilitation" from the "Service Type" dropdown.

Select the scheduled home from the "Department" dropdown.

Set the shift start time.

Set the shift end time.

Select all staff members working this shift.

Adjust individual staff shift times as needed.

Click "Check All" in the Individuals field to select all participants.

Alert! Only select the individuals in the home during the shift time block.

Alert! Ensure individual times are accurate.

Alert! Ensure all employees attendance times are accurate.

Click "Save Details" to initialize the documentation fields.

Individual Documentation

Enter and save detailed shift notes for the individual.

Document goal progress with comments and intervention keys and click save.

Record documentation for additional goals if required.

Alert! All outcome/goals have to be completed before you can close and sign the activity record.

Plan Questions

Answer plan question and click save comment.

Answer the plan question and click save comment.

Click "sign & close"

Switch to tab Activity Records"

Click "Validate your pin Please enter your pin: Submit Cancel"

Alert! After all individuals have been documented on and all outcome/goals + all plan questions have been answered, you will save and sign the activity record in the top right hand corner of the activity record.