Difference between revisions of "Benefits and Income"
From Charitylog Manual
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| − | + | To edit an existing benefit click on the benefit's name or click the 'Enter New Benefit' button to create a new entry | |
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Revision as of 08:35, 6 July 2018
Th Benefits and Income section allows you to record an individuals benefits and income.
Benefits
The benefits tab will display any benefits that have been added manually here or that have been added in the Referral Closure and Outcome Details screen.
To edit an existing benefit click on the benefit's name or click the 'Enter New Benefit' button to create a new entry
You can now enter any of the following information:
- Dates - applied for, notified, awarded, ended. Fill in these dates when any of the relevant stages are reached. The most commonly used are "date applied for" and "date awarded". You can use the "notified" field in whatever way suits you and your organisation (perhaps to record when the client was notified of an application on their behalf being entered). It is not compulsory to use all of these date fields, although if you enter data in them you will then be able to use them in reporting, and the Benefits and Income feature would be of limited use without entering at least some dates.
- Benefit - filling in this field with the relevant benefit will automatically fill in the "value of award" box below. The list of available benefits is driven by the Benefit Descriptions drop-down list which can be altered by system administrators. It may also have been brought in on the pre-implementation spreadsheet. If your organisation does work around obtaining benefits for clients, it will be important that this list is maintained (particularly, it will need updating if and when benefit amounts change).
- Lump Sum/Backdated Award - to be used if you are applying for, or recording details of, a backdated award.
- Client Benefit Obtained By Us? - set as appropriate (i.e. whether your organisation helped the client obtain this benefit or not). You can opt to report on only benefits obtained by you, by others, or both.
- Benefit Obtained By Staff/Volunteer? - select from the list of staff/volunteers on your system. This is likely to be a long list, so once someone has been used once, they will appear in the list on the right. This list will therefore grow over time to display only those members of staff who obtain benefits.
- Confirmed or Estimated? - set as appropriate.
- Referral Outcome Reference No. - this drop-down list will display the referrals (chains of action) linked to this client. If possible, link the benefit you are recording with the referral relating to the application for that benefit.
