1. When in Apricot, under the "Get Started" ribbon, select the button"Create Activities"
   
2. Fill in the required fields
3. When complete, select "Save Record" on the right-hand side of the page

• By using the Search Tools on the left-hand side, choose the Collaboratives option

• Find and choose the Collaborative to update. This will allow access to the Collaborative's Main Page
• When on the Collaborative's Main Page, choose "View Folder" on the right-hand side of the page.
• Here, one should be able to view the Case Notes for the Collaborative chosen. On the right-hand side, there will be a grey square with a plus sign in it. Click this to add Case Note:

• Fill out the required fields.
• Select the "Save Record" button on the right-hand side of the screen
• A pop-up should appear stating the update was saved

1. By using the Search Tools on the left-hand side of Apricot's homepage, choose the Individuals option

2. Under "Services", on the right-hand side, will be a grey square with a plus sign in it. Click this to add information:

3. Fill out the required fields.

4. Select the "Save Record" button on the right-hand side of the screen

5. A pop-up should appear stating the update was saved