Difference between revisions of "Simple Outcomes"
From Charitylog Manual
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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; | ||
− | Successful | + | Successful. |
− | Unsuccessful | + | Unsuccessful. |
Referred to another organisation. | Referred to another organisation. | ||
+ | |||
+ | [[File:SO_simpleoutcomes.PNG]] | ||
+ | |||
+ | 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). | ||
+ | |||
+ | --- | ||
+ | [[File:helpheader_small.png|right]] |
Revision as of 12:18, 18 April 2018
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).
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