Difference between revisions of "Clients"
From Charitylog Manual
| Line 12: | Line 12: | ||
* Used to record outcomes. | * Used to record outcomes. | ||
* Extension databases to record extra details about the service user. | * Extension databases to record extra details about the service user. | ||
| − | * Carer/Cared and personal relationships. | + | * 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. | 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. | ||
| Line 19: | Line 19: | ||
* '''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. | ||
| − | |||
| − | |||
| − | |||
---- | ---- | ||
[[File:helpheader_small.png|right]] | [[File:helpheader_small.png|right]] | ||
Revision as of 14:43, 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.
