Difference between revisions of "Referral Closure and Outcome Details"
From Charitylog Manual
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| − | + | The Referral Closure and Outcome details screen is where outcomes (Benefits, outcome codes and ladders outcomes) are recorded and referral closure. If the project uses ladder outcomes they will be displayed here. | |
| − | + | =Referral Closure and Outcome Details without Ladder Outcomes= | |
| − | + | [[File:RCOD_noladders.pmg]] | |
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| − | + | On the screen you will be displayed: | |
| + | * '''Summary of service users details''' - Displays the key contact details for the service user. | ||
| + | * '''Summary of the case/referral (Enquiry history)''' - This display a summary of each record recorded on the case/referral. You can click (or right click and open in new tab) the 'View Referral' to expand the details. | ||
| + | * '''Outcome Details''' - The section is where you close the referral and enter the checking/outcome notes: | ||
| + | ** '''Referral Closure Date''' - The date that the case/referral is closed. If the project is set to automatic this will display the date that the final outstanding action was completed. | ||
| + | ** '''Outcome Notes''' - This is where you enter the outcome closure notes. | ||
| + | ** '''Simple Outcome''' - This is the case/referral outcome/closure reason. | ||
| + | ** '''Subcategory for...''' - This will display the referral/case subcategory if used. | ||
| + | ** '''Date Awarded''' - If any benefits or grants have been awarded this displays the recorded award date. | ||
| + | ** '''Monetary Outcome''' - This displays the total awarded for all benefits/grants. | ||
| + | ** '''Arrears Obtained''' - The displays the total arrears gained for all benefits/grants. | ||
| + | ** '''Check Completed?''' - When set to yes will mark the referral/case as checked. | ||
| − | + | You can then either: | |
| − | + | * '''Display Benefits''' - Click the 'Display Benefits' button to view all the benefit information for the referral\case. | |
| − | + | * '''Save and Close''' - Click the 'Save and Close' button to submit any changes and return to the audit page. | |
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Revision as of 11:18, 11 September 2018
The Referral Closure and Outcome details screen is where outcomes (Benefits, outcome codes and ladders outcomes) are recorded and referral closure. If the project uses ladder outcomes they will be displayed here.
Referral Closure and Outcome Details without Ladder Outcomes
On the screen you will be displayed:
- Summary of service users details - Displays the key contact details for the service user.
- Summary of the case/referral (Enquiry history) - This display a summary of each record recorded on the case/referral. You can click (or right click and open in new tab) the 'View Referral' to expand the details.
- Outcome Details - The section is where you close the referral and enter the checking/outcome notes:
- Referral Closure Date - The date that the case/referral is closed. If the project is set to automatic this will display the date that the final outstanding action was completed.
- Outcome Notes - This is where you enter the outcome closure notes.
- Simple Outcome - This is the case/referral outcome/closure reason.
- Subcategory for... - This will display the referral/case subcategory if used.
- Date Awarded - If any benefits or grants have been awarded this displays the recorded award date.
- Monetary Outcome - This displays the total awarded for all benefits/grants.
- Arrears Obtained - The displays the total arrears gained for all benefits/grants.
- Check Completed? - When set to yes will mark the referral/case as checked.
You can then either:
- Display Benefits - Click the 'Display Benefits' button to view all the benefit information for the referral\case.
- Save and Close - Click the 'Save and Close' button to submit any changes and return to the audit page.
