|
|
| (8 intermediate revisions by 2 users not shown) |
| Line 1: |
Line 1: |
| − | [[File:helpheader_small.png|right]]
| + | #REDIRECT [[Record A Contact]] |
| − | | |
| − | ''Location in standard build:'' '''''[[Contact Management Tab]] > Record a Contact (Anonymous)'''''
| |
| − | | |
| − | [[File:cl_RaCA_1.png|border]]
| |
| − | | |
| − | | |
| − | The '''Record a Contact (Anonymous)''' feature can be used to record work done for people who want to remain anonymous, don't want to divulge their personal information, etc.
| |
| − | | |
| − | Clicking on the menu item will take you directly to the [[Project Selection Page]]. Once you've selected the Project and clicked "Create New Referrals", you will be taken to the [[Record a Contact Screen]], but with an extra section at the top where you can enter information about the person that the contact is with.
| |
| − | | |
| − | The fields that appear on this page are defined by the [[Minimum Data Sets]], specifically the [[Minimum_Data_Sets#Rules_for_Anonymous_Contacts|Rules for Anonymous Contacts]].
| |
| − | | |
| − | [[File:cl_RaCA_2.png|border]] | |
| − | | |
| − | | |
| − | The rest of the page is the same as for an identifiable client.
| |
| − | | |
| − | '''Clients created using the "Record a Contact (Anonymous)" feature have a background flag that marks them as anonymous, so they can be excluded from reports if required.'''
| |
| − | | |
| − | | |
| − | ----
| |
| − | [[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 16:21, 15 August 2017 (BST)
| |
| − | [[File:helpheader_small.png|right]]
| |
| − | [[Category:Features]]
| |
