Difference between revisions of "Handyperson Referrals"
From Charitylog Manual
(→Handyperson Referrals) |
|||
| Line 24: | Line 24: | ||
* '''Date''' - This is the date of the HP referral. | * '''Date''' - This is the date of the HP referral. | ||
* '''Client''' - This is the person that requires work, clicking the name will take you to the record. | * '''Client''' - This is the person that requires work, clicking the name will take you to the record. | ||
| − | * '''Description''' - This is a description of the work require, taken from the [[Record A Contact]] (unless renamed on the HP referral/Job details screen). Clicking here will go to the [[# | + | * '''Description''' - This is a description of the work require, taken from the [[Record A Contact]] (unless renamed on the HP referral/Job details screen). Clicking here will go to the [[Handyperson Referrals#referral Job details page]]. |
* '''Assigned to''' - This will display the HP Person/Organisation that has been assigned to the referral/job. | * '''Assigned to''' - This will display the HP Person/Organisation that has been assigned to the referral/job. | ||
* '''Complete?''' - This show if the HP Referral/Job has been completed or not. | * '''Complete?''' - This show if the HP Referral/Job has been completed or not. | ||
Revision as of 11:26, 10 August 2018
When adding a new referral via the Record A Contact it will then create a second referral which is in the Handyperson Module.
Handyperson Referrals
The Handyperson Referral Lists will display the referrals created from Record A Contact and is used to manage the referrals and create the Handyperson jobs. At the top of the page you will find the search criteria tab:
- Own or All Users - When the referral is created via Record A Contact a user was specified to who is to manage the HP Referral. The 'Own or All Users' list allows you to view the referrals by the specified user or all users.
- Days to Show into Past - The number of days in the past to search from.
- All or Some - Specifies what type of referrals to display, All, Incomplete, Completed, Unassigned or Cancelled.
- List Order - Specifies how the results are displayed.
- 'Detailed Search' button - The detailed search allows you to search with more criteria, see Detailed Search for details.
- 'List Again' button - This will refresh the search results with the criteria entered.
You will be displayed the results below the search panel:
- HP Ref - This is the HP referral number.
- Date - This is the date of the HP referral.
- Client - This is the person that requires work, clicking the name will take you to the record.
- Description - This is a description of the work require, taken from the Record A Contact (unless renamed on the HP referral/Job details screen). Clicking here will go to the Handyperson Referrals#referral Job details page.
- Assigned to - This will display the HP Person/Organisation that has been assigned to the referral/job.
- Complete? - This show if the HP Referral/Job has been completed or not.
Detailed Search
- Referral Reference Number - You can enter the main referral number created by Record A Contact, found on the history tab of the record.
- Handyperson Referral Number - You can specify a range of Handyperson Referral numbers to search for.
- Handyperson Job Card Number - If you know the exact job card you are looking for enter the number here.
- Referral Date From and To - This will search on the Handyperson referral date (this may be different to the main referral on the history tab as the HP referral may have been created on an addition contact after the main referral).
- Client Name - If you are looking for a specific person then enter their surname hear.
- Report Order - How the results are displayed.
- Keep These Criteria? - Remembers this search for the current session (whilst you remain logged in).
- Project - This displays the project that the referral is linked to.
HP Referral Job details
