Difference between revisions of "Clients"
From Charitylog Manual
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* '''Input Field Rules''' - In [[Customise Orgs & People]] you can specify minimum data sets for the record, this can be for all users, projects or groups. You can also change the name displayed on the record here. | * '''Input Field Rules''' - In [[Customise Orgs & People]] you can specify minimum data sets for the record, this can be for all users, projects or groups. You can also change the name displayed on the record here. | ||
* '''Carer/Cared for relationships''' - On a carer system the Client links to Dependents and on the standard system the client links to carers. This is displayed on the Assignment tab. | * '''Carer/Cared for relationships''' - On a carer system the Client links to Dependents and on the standard system the client links to carers. This is displayed on the Assignment tab. | ||
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| + | See [[Set_up_guides#Managing_Clients_and_Service_Users]] for further details on managing service users. | ||
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[[File:helpheader_small.png|right]] | [[File:helpheader_small.png|right]] | ||
Revision as of 14:51, 15 February 2019
Contents
Introduction
The Client record type is generally used for entering the main Service User that your organisation supports. On this record you can also include options like:
- Projects to record work done with the service user.
- Contact history linked to the person using the additional org/person on Project Set Up (needs to being turned on in Operational Rules.
- Used to record outcomes.
- Extension databases to record extra details about the service user.
- Carer/Cared For and personal relationships.
You can also customise this record type to add/remove fields or tabs, including blue links. For full details of record capability and features please see Organisations and People and Customise Orgs & People for customisation. You would need to consider the reporting outputs required and configure the record accordingly.
Hard Coded Features
- Input Field Rules - In Customise Orgs & People you can specify minimum data sets for the record, this can be for all users, projects or groups. You can also change the name displayed on the record here.
- Carer/Cared for relationships - On a carer system the Client links to Dependents and on the standard system the client links to carers. This is displayed on the Assignment tab.
See Set_up_guides#Managing_Clients_and_Service_Users for further details on managing service users.
