Revision as of 12:17, 13 August 2018

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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:

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• 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:

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• 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 HP 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

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• 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.

Click the 'Search Now' button to run the detailed search.

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• 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 HP 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.

click the 'Search again link to return to the detailed search page.

HP Referral Job details

The HP Referral Job screen is used to manage the HP work and Job Cards. The page is broken down into 5 sections:

• Client and Job details
• Notes and Work Requested
• Referral Job management
• Saving and Cancellation
• Job Cards

Client and Job details

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This section will display summary details from the service users record with the ability to update missing information. Please note that these fields are hard coded and cannot be changed. You will also find the following fields that are linked to the referral and overall job:

• First Contact Date - Date of the first contact, this will be taken from the referral date.
• Date Due to Be Done By - This is set be the main referral when creating the HP referral, asks for a date to be done by.
• Referrer's Reference - If you need to add a reference number from the referrer enter it here.
• Project - The HP project that the job is linked to.
• Job Type - This specifies the main job type for the work to be done; home repairs, gardening, adaptations etc.
• Reporting Code - Allows you to use reporting codes for the job type.
• Urgent? - Allows the job to be marked as urgent.

Notes and Work Requested

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• Handyperson Notes - This text box allows you to enter notes specifically for the Handyperson.
• Work Required - This information is copied from the details of contact entered on the Record A Contact. This can be changed and will not change the details recorded on the initial referral.

Referral Job management

This section contains buttons to manage the job aspect of the HP referral. On the image below we can see that three buttons are disabled, this is because the job has yet to be assigned to a HP operative (worker).

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Assign to Operative

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If signing more than one then create appointments after all assigned.

Edit Appointment

Job Cards: Work done, time and materials

Follow on and referral completion

Saving and Cancellation

Job Cards