Difference between revisions of "Referral Closure and Outcome Details"
From Charitylog Manual
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[[File:helpheader_small.png|right]] | [[File:helpheader_small.png|right]] | ||
| − | ''Location in standard build:'' '''''[[Client Details Screen]] > Summary tab > click on "Outcome" for a Referral''' | + | ''Location in standard build:'' '''''[[Client Details Screen]] > Summary tab > click on "Outcome" for a Referral OR click on "Not Closed link or closure date"''' |
''Also accessible from:'' '''''Record a Contact screen > "Save and Go To Outcome"''''' | ''Also accessible from:'' '''''Record a Contact screen > "Save and Go To Outcome"''''' | ||
| + | |||
| + | The Referral Closure and Outcome details screen has two purposes: | ||
| + | |||
| + | * to allow the user to enter details of when a Referral is Closed, if the project uses manual referral closure (reports can then be produced based on these closure dates) | ||
| + | * to allow the user to enter an Outcome for the relevant Referral, using the list of Simple Diary Outcomes | ||
| + | |||
| + | [[File:RCOD_1.png|790px|border]] | ||
| + | |||
| + | |||
| + | ==Information about the Referral== | ||
| + | |||
| + | Above the Closure/Outcome section, the history of the Referral so far is displayed. There is basic information about the related org/person, as well as a condensed history of the Contacts that have been recorded. | ||
| + | |||
| + | |||
| + | ==Closure and Outcome entry== | ||
| + | |||
| + | [[File:RCOD_2.png|border]] | ||
| + | |||
| + | |||
| + | You can now fill in the following: | ||
| + | |||
| + | * Referral Closure Date - the date that the Referral closed. This is the only field that needs to be filled in, if you want to manually close a Referral. | ||
| + | * Outcome Notes - free text; information about the closure and the outcome of the Referral. | ||
| + | * Outcome - uses the list of Simple Diary Outcomes | ||
| + | * [[Project Subcategory]] | ||
| + | * Date awarded - relates to the two fields below | ||
| + | * Monetary Outcome - if this referral resulted in financial gain of some sort, enter it here | ||
| + | * Arrears Obtained - as above | ||
| + | |||
| + | ---- | ||
| + | [[File:helpheader_small.png|right]] | ||
| + | [[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 15:02, 1 September 2015 (BST) | ||
Revision as of 14:02, 1 September 2015
Location in standard build: Client Details Screen > Summary tab > click on "Outcome" for a Referral OR click on "Not Closed link or closure date"
Also accessible from: Record a Contact screen > "Save and Go To Outcome"
The Referral Closure and Outcome details screen has two purposes:
- to allow the user to enter details of when a Referral is Closed, if the project uses manual referral closure (reports can then be produced based on these closure dates)
- to allow the user to enter an Outcome for the relevant Referral, using the list of Simple Diary Outcomes
Information about the Referral
Above the Closure/Outcome section, the history of the Referral so far is displayed. There is basic information about the related org/person, as well as a condensed history of the Contacts that have been recorded.
Closure and Outcome entry
You can now fill in the following:
- Referral Closure Date - the date that the Referral closed. This is the only field that needs to be filled in, if you want to manually close a Referral.
- Outcome Notes - free text; information about the closure and the outcome of the Referral.
- Outcome - uses the list of Simple Diary Outcomes
- Project Subcategory
- Date awarded - relates to the two fields below
- Monetary Outcome - if this referral resulted in financial gain of some sort, enter it here
- Arrears Obtained - as above
Rob Kay - manual author (talk) 15:02, 1 September 2015 (BST)
