Difference between revisions of "Clients"
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| − | The "Client" record type is primarily used for registering the main Service | + | The "Client" record type is primarily used for registering the main Service User that your organisation supports. Client is the default name provided but can be tailored to suit using the [[Terminology]] function. You can then record information on their record by: |
| − | * Projects to record work | + | * Referring the Client record to Projects to record any work that has been completed with/for the service user. |
| − | * Contact history linked to the | + | * Any Contact history linked to the service user using the additional org/person on [[Project Set Up]] (this setting needs to being enabled in [[Operational Rules]] first). |
| − | * | + | * Recording any outcomes of their projects. |
| − | * Extension | + | * Creating an Extension Database for recording information that can't be found in a standard field. |
| − | * Carer/Cared For and personal relationships. | + | * For recording 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. | ||
Revision as of 15:20, 2 December 2024
Contents
Introduction
The "Client" record type is primarily used for registering the main Service User that your organisation supports. Client is the default name provided but can be tailored to suit using the Terminology function. You can then record information on their record by:
- Referring the Client record to Projects to record any work that has been completed with/for the service user.
- Any Contact history linked to the service user using the additional org/person on Project Set Up (this setting needs to being enabled in Operational Rules first).
- Recording any outcomes of their projects.
- Creating an Extension Database for recording information that can't be found in a standard field.
- For recording 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.
See Set up guides for further details on managing service users.
