Difference between revisions of "Handyperson Module"
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| − | The Handyperson Module allows Charitylog users to manage odd jobs/handyperson projects. When a client is referred into a project which uses the module, a "Handyperson Referral" is created. This is a chain of actions | + | The Handyperson Module allows Charitylog users to manage odd jobs/handyperson projects. When a client is referred into a project which uses the module, a "Handyperson Referral" is created. This is a chain of actions which runs alongside any "normal" Charitylog chain of actions, and lets you create one or more job cards to give to the handypeople, or "HP Operatives" as they are sometimes called. |
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| + | When recording a contact for a project which uses the Handyperson module, the Record A Contact screen looks normal, but there is an extra option at the bottom of the screen, "Go To Handyperson Job Details". | ||
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| + | [[File:handyperson_1.png|border]] | ||
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| + | Selecting this option and then clicking "Continue" lets you go straight to viewing the Handyperson Referral which has automatically been created. | ||
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| + | Occasionally, it is appropriate to set up a project so that a Handyperson chain of actions is ''not'' automatically started whenever a client is referred to the project - maybe if there is an assessment process to see if the client is eligible for services before any handypersons are assigned to them. If this is the case, using Record A Contact will display this bar across the middle of the screen: | ||
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| + | [[File:handyperson_3.png|border]] | ||
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| + | You can then use Record A Contact as many times as you need to record the details of the assessment process (or whatever the work is) up until the point when it is appropriate to create a Handyperson Referral, when you can change the drop-down menu to "Yes" and the HP referral will be created. | ||
=Handyperson Referrals= | =Handyperson Referrals= | ||
Revision as of 12:49, 22 November 2012
The Handyperson Module allows Charitylog users to manage odd jobs/handyperson projects. When a client is referred into a project which uses the module, a "Handyperson Referral" is created. This is a chain of actions which runs alongside any "normal" Charitylog chain of actions, and lets you create one or more job cards to give to the handypeople, or "HP Operatives" as they are sometimes called.
When recording a contact for a project which uses the Handyperson module, the Record A Contact screen looks normal, but there is an extra option at the bottom of the screen, "Go To Handyperson Job Details".
Selecting this option and then clicking "Continue" lets you go straight to viewing the Handyperson Referral which has automatically been created.
Occasionally, it is appropriate to set up a project so that a Handyperson chain of actions is not automatically started whenever a client is referred to the project - maybe if there is an assessment process to see if the client is eligible for services before any handypersons are assigned to them. If this is the case, using Record A Contact will display this bar across the middle of the screen:
You can then use Record A Contact as many times as you need to record the details of the assessment process (or whatever the work is) up until the point when it is appropriate to create a Handyperson Referral, when you can change the drop-down menu to "Yes" and the HP referral will be created.
Contents
Handyperson Referrals
Handyperson Job Cards
Handyperson Job Types
Handyperson Materials
General Details
Handyperson Reports
KPI reporting issues
For the KPI report items for Handyperson to work properly - like the "completed referrals" and "completed job cards" items - certain data on both the referral and the job card needs to be filled in. On the referral itself, it needs to be completed using the "Follow On And Referral Completion" button. On each job card, you need to enter some work done and some associated time spent.
