Difference between revisions of "Referral Edit"
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* '''Date of Referral''' - The date and time that the referral/case was received/started. | * '''Date of Referral''' - The date and time that the referral/case was received/started. | ||
* '''Project''' - The project the referral is associated with. If the referral is not connected to any extensions (Rostering, Handy Persons, templates etc) you can change the project from the drop down. This requires access from [[Operational Rules#Allow Project To Be Changed On Referral Edit?|Operartional Rules]]. | * '''Project''' - The project the referral is associated with. If the referral is not connected to any extensions (Rostering, Handy Persons, templates etc) you can change the project from the drop down. This requires access from [[Operational Rules#Allow Project To Be Changed On Referral Edit?|Operartional Rules]]. | ||
| − | * '''Project Subcategory''' - | + | * '''Project Subcategory''' - Drop down to edit the Project Subcategory, users require [[Users#Navigation|access to subcategories]]. |
| − | * '''Funding Stream''' - | + | * '''Funding Stream''' - Drop down of funding streams associated with the selected project. Changes to the project will need to be saved to update the list. |
* '''Branch''' - | * '''Branch''' - | ||
* '''Completed?''' - | * '''Completed?''' - | ||
Revision as of 13:15, 23 January 2019
Introduction
The referral edit screen is used to make changes to an existing referral/case or a specific contact. The edit screen is accessed in various locations by clicking on a referral number. The screen is broken up into three main sections, referral section, contacts/actions and outcomes.
It is important that if any of the contacts/actions are being edited then they must be individually saved prior to changes to the referral. If you edit a contact and save the referral, the edit will be lost. If you edit the referral and save a contact then the edit for the referral will be lost.
Referral Section
The referral section is displayed in a summarised view and split to two main sections, the general referral details and additional information.
The general referral details
To expand the section to see the full details of the referral click on the 
icon. The following details will be available:
- Client - You will be displayed the name of the Service User.
- Date of Referral - The date and time that the referral/case was received/started.
- Project - The project the referral is associated with. If the referral is not connected to any extensions (Rostering, Handy Persons, templates etc) you can change the project from the drop down. This requires access from Operartional Rules.
- Project Subcategory - Drop down to edit the Project Subcategory, users require access to subcategories.
- Funding Stream - Drop down of funding streams associated with the selected project. Changes to the project will need to be saved to update the list.
- Branch -
- Completed? -
- Time Spent -
- Travelling Time -
- Total Time -
- Mileage -
- Full Name -
- Address line 1 -
- Address line 2 -
- Address line 3 -
- Address line 4 (Town) -
- Address line 5 (County) -
- Postcode -
- Main Telephone No. -
- Email Address (Main) -
- Response Tel No -
- Response email -
- Postal District -
- Age Range -
- Main Disability -
- Referred By -
- Referred By -
- Handyperson Referral No. -
- Assign Someone -
- Provide Publication -
