Difference between revisions of "Simple Outcomes"

From Charitylog Manual
Jump to: navigation, search
 
(3 intermediate revisions by the same user not shown)
Line 1: Line 1:
 
[[File:helpheader_small.png|right]]
 
[[File:helpheader_small.png|right]]
  
[[File:Menu_simpleoutcomes.PNG]]
+
[[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;
Line 8: Line 8:
 
  Referred to another organisation.
 
  Referred to another organisation.
  
[[File:SO_simpleoutcomes.PNG]]
+
[[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.

Latest revision as of 15:50, 24 October 2024

Helpheader small.png

"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;

Successful.
Unsuccessful.
Referred to another organisation.

"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.

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).

Helpheader small.png