Managing Service Episodes

Learn how to find your Service Episodes, manage assigned staff, and change an episode's status while it's open.

Finding your episodes

Open Active Care from the sidebar to see everything in progress. The page is organised into tabs:

Tab	Shows
All	Every open episode
Active	Episodes currently delivering service
Awaiting Staff	Episodes with no Case Worker assigned yet
Awaiting Commencement	Episodes with staff assigned, not yet commenced
On Hold	Paused episodes

Closed episodes have their own page

Completed and Closed episodes don't appear here — they live on the Completed Care page instead. See Closing an Episode.

Search by client name, service, or status, and click View to open an episode's Care Journey workspace. Beside the search box, a dropdown lets you filter by a date range on Last Updated, Last Activity or Last Entry Change — choose the date you care about and a range picker appears next to it.

How the list is ordered

The list opens sorted by Last Activity, newest first, so the episodes you've worked on most recently are at the top. You can sort by Client, Start Date, Last Updated, Last Activity or Last Entry Change by selecting that column's header; selecting it again reverses the direction. Service, Status and Assigned Staff can't be sorted on.

Last Activity and Last Entry Change are only shown on wide displays — on a narrower screen the list is still sorted by Last Activity, but the column itself is hidden. See Sorting Service Episodes by recent activity for what each date means.

Managing kaimahi

The Assigned Staff card on the episode's Overview tab (also reachable via Manage kaimahi) lets you:

Action	What it does
Add Staff Member	Assigns another Case Worker to the episode
Make Primary	Makes that person the primary responsible staff member
Remove	Unassigns a staff member, optionally with a reason

Two rules apply when removing staff:

• The primary responsible staff member can't be removed directly — make someone else primary first.
• You can't remove the last remaining staff member — at least one must stay assigned.

Changing status

From the episode's Overview tab you can change status manually, depending on where the episode currently sits:

From	Action	To
Awaiting Commencement	Commence Episode	Active
Active	Put on Hold	On Hold
On Hold	Resume Episode	Active

Once closed, an episode is read-only

There's no manual action to move an episode to Completed or Closed from this page — that only happens through the closure process. See Closing an Episode.

Recording activity

Work against the episode — visits, calls, case notes — is recorded on the Activities tab. See Recording Activities for the full guide.

Related Topics

• What are Service Episodes?
• Starting an Episode — assigning first staff and commencing
• Recording Activities
• Closing an Episode