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| − | [[File:helpheader_small.png|right]] | + | [[File:con_management1.jpg|700px|alt="a screenshot of the contact management menu."]] |
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| − | =Introduction to Records and Record Types= | + | ==Activity== |
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| − | The system uses Records Types to enable you to work with different types of people and organisations. Each record type can be configured as required:
| + | * [[Action List]] |
| − | * '''Renamed''' - Each record can be renamed as required. | + | * [[Calendar]] |
| − | * '''Tabs''' - Pages on the record to contain fields. | + | * [[Emergency Card Lookup]] |
| − | * '''Fields''' - Each tab can be configured to display required fields. | + | * [[Menu Information Links| Information Links]] |
| − | * '''Blue Links''' - Facilities and tools at the bottom of the record. | + | * [[Record a Contact (Anonymous)]] |
| − | * '''Additional Record Types''' - Bespoke record types can be added. | + | * [[Case Manager]] |
| − | To make any of the changes listed above please see [[Customise Orgs & People]] for full details and restrictions.
| + | * [[Volunteering Diary]] |
| | + | * [[Volunteer Job Cards]] |
| | + | * [[Emergency Card Lookup]] |
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| − | In addition to the record customisation you can restrict users from records using [[Group Access]] and limit what fields are displayed using [[Field Sets]] on [[Project Set Up]].
| + | ==Orgs & People== |
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| − | =Searching for a record=
| + | * [[People and Organisation Records]] |
| − | On the menu go to the Contact Management Menu Tab and underneath Orgs & People select the record type you wish to search. You will then be taken either to the A-Z directory (results page) or to the search page (this is defined by the [[Operational_Rules#Maximum_Number_of_People.2FOrganisation_Results_Before_Search_Is_Shown| Operation Rules]]).
| + | ** [[Clients]] |
| | + | ** [[Carers and Dependents]] |
| | + | ** [[Funders]] |
| | + | ** [[Next of Kins]] |
| | + | ** [[Organisations]] |
| | + | ** [[Organisations and People| Professionals]] |
| | + | ** [[Organisations and People| Referrers]] |
| | + | ** [[Staff]] |
| | + | ** [[Organisations and People| Suppliers]] |
| | + | ** [[Roster Workers]] |
| | + | ** [[Organisations and People| Trustees]] |
| | + | ** [[Volunteers]] |
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| − | =Creating A Record= | + | ==Data Operations== |
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| − | ==Create New==
| + | * [[Anonymise Records]] |
| | + | * [[Delete Referrals and Actions|Delete Referrals]] |
| | + | * [[Extended Orgs & People List]] |
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| − | ==Record A Contact for a new person/org==
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| − | =Record Overview=
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| − | [[File:PO_record.png]]
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| − | =The Tabs=
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| − | ==General Details==
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| − | ==Personal Details==
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| − | ==Work Details==
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| − | ==Carer/Dependant==
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| − | ==Risk Assessment==
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| − | ==Bespoke Tabs==
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| − | ==GDPR==
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| − | ==History==
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| − | ==Summary==
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| − | ==Projects==
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| − | ==Roster Worker==
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| − | ==Unavailabilities==
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| − | ==Matching Criteria==
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| − | ==Branch DDetails==
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| − | =The Record Header=
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| − | ==Messages==
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| − | ==All Org/People Types==
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| − | ==All Relationships==
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| − | ==Print Record==
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| − | ==Merge Record==
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| − | ==Record A Contact/New Referral==
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| − | =The Record Footer=
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| − | ==Extension Databases==
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| − | ==Blue Links==
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| − | ===Benefits & Income===
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| − | An area to manage the benefits and income that a person has.
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| − | ===Client Assignments===
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| − | Displays the clients/service users assigned to a roster worker.
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| − | ===Club & Clinic Attendances===
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| − | - Allows the display of Club & Clinic Attendances in e specified time period.
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| − | ===Club & Clinic Membership===
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| − | Link to manage the memberships for Clubs & Clinics
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| − | ===Contact & Consent Rules===
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| − | Optional link if the GDPR tab is not required/wanted.
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| − | ===Courses===
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| − | Section to specify which courses the person/organisation has attended.
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| − | ===Disabilities===
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| − | Used for adding multiple disabilities.
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| − | ===Emergency Card===
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| − | Section to add a Carers Emergency Card number.
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| − | ===Equipment===
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| − | Section to allocate equipment.
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| − | ===EziTracker™ Details===
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| − | [[Deprecated Feature]]
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| − | ===Funder Details===
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| − | Used for the [[Modules| Funded Work Module] on funder records.
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| − | ===Groups & Skills===
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| − | A way of putting people/organisations into groups or with skills.
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| − | ===Invoices===
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| − | Displays invoices that a person/organisation has received.
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| − | ===Job Cards (Roster)===
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| − | Displays the Roster Job cards assigned to a service user (not for use on a Roster Worker unless they are a receiver of a project/service)
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| − | ===Job Cards (Vols)===
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| − | Displays Job Cards assigned to the Volunteer/Staff member.
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| − | ===Job Cards (Assigned)===
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| − | Displays Job Cards that the service user (client) has assigned to them.
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| − | ===NoK & Contacts===
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| − | A section to add Next of Kin and Key Contacts details.
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| − | ===Private Notes===
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| − | Access to the private note section.
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| − | ===Pro-Referrer User===
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| − | Used to specify user details to a referrer that logs into the system.
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| − | ===Qualifications===
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| − | An area to record which qualifications the person/organisation has.
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| − | ===Reported Disabilities===
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| − | Similar to disabilities, this area records
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| − | ===Reported
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| − | === disabilities. This is used only if y
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| − | ===Supporting People===
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| − | A section to record information use with the Supporting People Scheme.
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| − | ===Letters & Communication===
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| − | A section that displays letters/email and text messages sent to a person/organisation with the option to send letters and email.
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| − | ===Uploaded Docs===
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| − | A section to upload electronic documents to the record.
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| − | ===Audit Record===
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| − | Displays the audit record for the record the user is on.
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| | [[File:helpheader_small.png|right]] | | [[File:helpheader_small.png|right]] |
