Difference between revisions of "Referral Audit"
From Charitylog Manual
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Revision as of 13:23, 28 April 2017
Location in standard build: Administration > Referral Audit
The Referral Audit feature is for independent audits of the work your organisation has done. Clicking the "Referral Audit" link will show you a display of the referrals on your system. You can narrow these results by date range, the user that entered the referral, Project, whether they have been checked already, and whether the referral(s) in question are complete.
Clicking a "Check" button will show you -
- The client's contact details
- The details of that referral
- Simple diary outcomes
- A "Check Completed?" box.
Once checked, you can fill in the required outcome and/or add notes, set the "Check Completed?" field to "Yes", and click the "Save and Close" button.
Rob Kay - manual author (talk) 14:20, 28 April 2017 (BST)
