Difference between revisions of "Simple Outcomes"
From Charitylog Manual
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[[File:helpheader_small.png|right]] | [[File:helpheader_small.png|right]] | ||
| − | [[File: | + | [[File:simple_outcomes1.jpg|400px|alt="a screenshot of the simple outcomes button, highlighted in the admin menu."]] |
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; | 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; | ||
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Referred to another organisation. | Referred to another organisation. | ||
| − | [[File: | + | [[File:simple_outcomes2.jpg|700px|alt="a screenshot of the simple outcomes list."]] |
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]] | ||
Latest revision as of 15:50, 24 October 2024
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).
