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| − | The set of tabs displayed on the "Project Details" screen allow you to configure the way that each Project on your system works.
| + | #REDIRECT [[Project Set Up]] |
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| − | __TOC__
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| − | ===General Details tab===
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| − | [[File:A_projects_3.png|border]]
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| − | Here you can give the project a name and description, link to a module (using the "Type of Project" field), etc. See the [[Project Details - General Details tab]] page for full details.
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| − | ===Project Settings tab===
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| − | [[File:A_projects_4.png|border]]
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| − | The Project Settings tab allows you to choose how the Project will operate.
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| − | '''Show templates only (in RaC)?"
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| − | Setting this option to "Yes" will mean that users have to pick a Referral Template for all recording of contacts, rather than being allowed to simply use the project without a template. For more details please see the page on Referral Templates.
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| − | '''Entry Requirement: Referrer details'''
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| − | This allows you to choose whether users have to fill in details of the Referrer for each referral.
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| − | '''Entry Requirement: Project Sub-category'''
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| − | Allows you to choose whether users have to fill in details of the Project Subcategory for each referral.
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| − | '''Staff time and travel'''
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| − | Choose whether to allow, and/or force, entry of time and travel on the Record a Contact screen.
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| − | '''Contact Types'''
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| − | Choose whether to allow/force entry of [[System_Setup_Guide#Contact_Types|Contact Types]].
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| − | '''Referral Sources'''
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| − | Referral Sources are separate to Referrers themselves - rather, they are used to capture data about where somebody heard about the services of the organisation. Users can enter a Referral Source (as well as a Referrer) on the Record a Contact screen. If you want this to happen, you need to enable it here. Optionally, you can force users to enter a Referral Source, by setting "Force entry of Referral Source?" to "Yes".
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| − | To set up the list of Referral Sources, see [[System_Setup_Guide#Referral_Sources|this page]].
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| − | '''Referral Reasons'''
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| − | Choose whether to allow/force entry of [[System_Setup_Guide#Referral_Reasons|Referral Reasons]].
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| − | '''Planned duration'''
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| − | Choose whether to allow/force users to estimate how long an outstanding action will take.
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| − | '''Outcomes'''
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| − | Choose whether to allow/force entry of a required outcome for a client ([[Outcomes_(Administrator_guide)#Adding_a_target_to_a_Ladder_Outcome|Ladder Outcomes]]).
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| − | '''Conflict of interest'''
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| − | Choose whether to allow entry of Conflict of Interest information on Record a Contact.
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| − | '''Consent Rule information'''
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| − | Choose whether to allow entry of Consent Rule information.
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| − | '''Data entry and referral completion'''
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| − | Specify data entry demands and whether the referral will close automatically when there are no further outstanding actions.
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| − | ===Codes Usage/Settings tab===
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| − | [[File:A_projects_5.png|border]]
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| − | Choose whether to use [[System_Setup_Guide#Classification_Codes|Classification Codes]] in this project, and whether to force users to enter them.
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| − | ===Funding Details tab===
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| − | [[File:A_projects_7.png|border]]
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| − | Record who funds this project, and the related amount (entry of data here is not compulsory).
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| − | ===Types Of Orgs & People tab===
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| − | [[File:A_projects_8.png|border]]
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| − | Choose which Organisation and People types this project will be available to (tick as many boxes as required).
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| − | ===Additional Data Collection tab===
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| − | [[File:A_projects_6.png|border]]
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| − | Select which Assessment Forms, Extension Databases and Ladder Outcomes to link to this project.
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