Revision as of 13:49, 16 February 2023

Templates

IMPORTANT UPDATE

For the October 2020 release cycle templates will become compulsory. Please see Template Release Notes Oct 2020

Introduction

Project templates are used when you wish to specify stages of a referral/case or a process to be followed (workflow). They can be used to simplify caseloads for users giving them prompts of what is needed to be done and what is due next. Templates are also required if you are using the Funded Work Module.

Templates are split up into two main areas:

• The Template
• The stages that apply to the template.

Templates can be used for a re range of different things see below for some examples

Application Process: Template Name: New Application Stages:

• Application Received
• Preparation Phase
• Appointed
• Left - Resigned
• Left - Redundancy

Referral process with assessment: Template Name: New Referral Stages:

• Referral Received
• Assessment
• Active
• Closed - Complete
• Closed - Client disengaged

Templates and statuses/stages can be reported on using the Progress Interval Report which reports on:

• Interval - The time between stages.
• Currently on a stage - Number of referrals/case currently on that stage
• Went on a stage - Referrals place on that stage in the time period.
• Who have been on a stage - The number of referrals that have been on this stage regardless of the date they went onto the stage.
• Not yet on a stage - The number of referrals/cases that have not been on this stage.
• Raw Data - Exports the data to excel.

Setting Up Templates

Once the template has been added the stages/statutes can be created/edited. Before setting up, consider if you are using templates to indicate actual tasks which are necessary, or to indicate the phase/stage the referral is in.

The Template Name and use

The template screen will display any current active templates, to view any inactive templates click on the 'Show Active/Inactive Templates' button. The screen has columns showing details of any existing templates:

• Name - The specified template name.
• Description - Administrator notes about the template.
• Project - The project that the template is linked to.
• Type - If the template is used on a standard project the type will not be specified. If the project is connect to the Funded Work Module then the type will be displayed as 'Funded Work' See Project Set up for details on changing project types.
• Statuses - Displays the number of Stages (statuses) set up on this template (includes inactive stages)
• Template Active - Displayes if the template is active and can be used on referrals/cases.

To edit an existing template click on the templates name, templates and stages cannot be deleted as this will affect the data and reporting. You can safely disable Templates and stages that are no longer required, these will still be displayed for existing entries. To create a new template click on the 'Enter New Template' button.

You will be displayed the template details screen which will display the options to be completed/edited. On existing templates you will be displayed other templates on the project as well as any stages already set up on this template(on the right hand side).

On a new template you can you the copy tool to copy the template settings from another template, select the existing template in the list and click copy.. This will not copy over the statuses/stages (this is done on the set up of the first one.

Complete/Edit the following:

• Template Name - This is displayed on the project selection page as well as the referral edit screen and history tab of a record.
• Template Description - A description for the administrator only display on the previous screen.
• Project - The project this template is attached to.
• Order - The display order that the template will appear on the screen when used with other templates.
• Active? - Whether this template available for use or not
• Always force a stage to be entered? - When set to yes the template stages must be used on each contact of the referral/case.
• Allow user to change default status? - If a default stage is the first stage a template starts on. This option specifies if a user is allowed to change the starting stage/status.
• Use due status on follow-up action on RaC page? - This is a useful feature that can auto populate the next stage/status that is required.

To save the template without creating/editing the stages simply click the 'Save and Close' button. To save the template and create the stages/statuses click on the 'Save and Edit Progress Stage Workflows' button.

The Stages/Statuses

This page will display the current workflow stages/statuses that have been setup if the template was previously created and configured. You will be displayed the following summary of the stages/statuses

• Stage Name - The name displayed to the user for the stage/status.
• Stage Description - Notes for administrators on this page.
• Default - Specifies if this is the stage selected for new referrals/cases.
• Order -This is the order that this stage/status is in the workflow process.
• Active? - If this stage is currently in use.
• Contact Method - The method of contact used to complete the action using this stage.
• Details of Contact - The text entered in the details of contact by this stage.
• Done By - The user specified to do the recorded action.
• Further Action Needed - Details of the text used if the stage creates a further step/action.
• Response Method - The method to be used for the next step/action.
• When By - How long before the next step/action is due (based on the date entered).
• To Be Done By - Who is to do the specified step/action.

To edit an existing stage click on the name or to create a new one click on the 'Enter New Progress Stage/Workflow' button. On the stage edit screen complete/edit the following:

Edit Details of Progress Stage/Workflow

• Progress stage name - The name displayed to the user for the stage/status.
• Description - Notes for administrators on this page.
• Display order - This is the order that this stage/status is in the workflow process.
• Set as default status - If this is going to be the first stage displayed on a new referral/case.
• Updates current Stage -This is used if users need to add ad hoc contact to a case that doesnt affect the actual stage previously selected
• Active - If this stage is currently in use.

Fill the details of the Contact below:

• Referral Only: Referred by - This will complete the referrer for a new referrer/case.
• Contact Method - The method of contact used to complete the action using this stage.
• Details of Contact - The text entered in the details of contact by this stage.
• Done By - The user specified to do the recorded action.

Time and Travel

• Default staff time - Completes the Staff time in the options box of the contact.
• Default travelling time - Completes the travelling time in the options box of the contact.
• Default travelling mileage - Completes the travelling mileage in the options box of the contact.
• Default transport method - Completes the transport method in the options box of the contact.

If something needs to be done, fill in the section below:

• User allowed to enter further actions? - You can set this to know, this will stop any further actions being created when using this stage.
• Further Action Needed - Details of the text used if the stage creates a further step/action.
• Next status/progress stage to be done - If you have specified that the template will Use due status on follow-up action on RaC page then you can select which stage is next, when pressing an update button for the referral/case the template will then use the specified stage.
• Priority rating - Specifies if a priority rating should be populated for the further action that is required.
• Response Method - The method to be used for the next step/action.
• Calculate follow-up date? - You can have the further action to be done by date to be calculated on the date of entry.
• Date calculation period - Specifies how the follow up date is calculated.
• No. of days until next action? - Specifies the number of days/working days to calculate.
• Planned when-by time - Specifies a planned time for the further action.
• To be done by - Specifies the user to complete the further action.

Please note that the fields above can be left blank for the user to complete when creating referrals/case or updating existing ones.

Click 'Save Details' to save your changes, you will be returned to the previous screen where you can add new stages. If you wish to specify the next stage/status you will need to update the previous stage, click on its name to edit it.

The templates will be displayed on the project selection screen when creating a new referral/case. If you wish to force a user to use the template(s) this can be set via the set op of the project. The stages are displayed after choosing a project or when updating or adding extra information to the referral/case.