Revision as of 13:09, 18 December 2018

Introduction

The Funded work module allows you to plan the process and workflow of Funded Jobs. A Funded Job is one a client needs work to be done and funding is required to complete the work. It allows:

• Referral and job workflow
• Assignment of a technical officer
• Recording of Contractor Tenders
• Details of Funding Sources
• Costs, Payments and Funding Amounts

Set up of the Module

The funded work module requires the following to be setup before it can be used:

• A Project - You need to create a project which is set up as a Funded Work type project.
• Referral and Job Workflow - This defines and manages the various stages of the service. This is set up using Referral Templates specifying the stages, examples below;
  • Referral for work to be complete
  • Assignment of Technical Officer
  • Technical visit and Job Costing
  • Funding Applications
  • Contractor Tenders
  • Work To be undertaken
  • Work Completion
  • Receiving funds
  • Paying Contractors
  • Job Closure and Client satisfaction outcome.
• Funded Job Work Types - The Funded Job Work Types specify the type of jobs that your organisation assists clients with obtaining funding and getting the work completed.
• Fee Difference Reasons - Fee Difference Reasons specify why the actual paid fee is different to the original quoted fee.
• Client and Contractor Letters - Using Standard Letters you can create template to send a letter to the client with the details of the contractor and a template for the winning contractor.

Using the module

The Funded work module is integrated in to the referral process of a Funded Work Project. Use the Record A Contact to create a referral. The referral and workflow is managed via the Job List. An initial job will be automatically created when the service user has been referred in to the project.

The Job List

The List Can be accessed either from the Record A Contact by clicking the Save and go to... 'Job List' button or via the summary tab by clicking the 'Pr