Difference between revisions of "Simple Outcomes"
From Charitylog Manual
| (2 intermediate revisions by one other user not shown) | |||
| Line 8: | Line 8: | ||
Referred to another organisation. | Referred to another organisation. | ||
| − | [[File: | + | [[File:sim_refs.PNG]] |
To create a new outcome click on the 'Enter New Outcome' button or click on the name of an existing outcome to edit. | To create a new outcome click on the 'Enter New Outcome' button or click on the name of an existing outcome to edit. | ||
Complete/edit the following; | Complete/edit the following; | ||
| − | *Outcome name - the name that is displayed and reported on | + | *'''Outcome name''' - the name that is displayed and reported on |
| − | *Notes - Only used on this screen for the administrator to leave notes | + | *'''Notes''' - Only used on this screen for the administrator to leave notes |
| − | *Related Outcome Code - This is a way of grouping outcomes ([[Deprecated Feature]]) | + | *'''Related Outcome Code''' - This is a way of grouping outcomes ([[Deprecated Feature]]) |
| − | *[[Display Order]] - The order they are displayed in a drop down list. | + | *'''[[Display Order]]''' - The order they are displayed in a drop down list. |
| − | *Active Outcome - Specified if it is used (yes) or not (no). | + | *'''Active Outcome''' - Specified if it is used (yes) or not (no). |
| − | --- | + | ---- |
[[File:helpheader_small.png|right]] | [[File:helpheader_small.png|right]] | ||
Revision as of 16:41, 22 February 2023
Simple outcomes are used on the referral/case outcome screen. They are used to say why the referral/case has been closed or completed. Examples;
Successful. Unsuccessful. Referred to another organisation.
To create a new outcome click on the 'Enter New Outcome' button or click on the name of an existing outcome to edit.
Complete/edit the following;
- Outcome name - the name that is displayed and reported on
- Notes - Only used on this screen for the administrator to leave notes
- Related Outcome Code - This is a way of grouping outcomes (Deprecated Feature)
- Display Order - The order they are displayed in a drop down list.
- Active Outcome - Specified if it is used (yes) or not (no).
