Difference between revisions of "Project Selection Page"
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| − | ''Location in standard build:'' '''''Click "Record a Contact" on any Organisation/Person's [[Details Screen]]''''' | + | ''Location in standard build:'' '''''Click "New Referral" (sometimes labelled "Record a Contact") on any Organisation/Person's [[Details Screen]]''''' |
The Project Selection Page is used to choose a parent Project for a new Referral. Put a tick in the relevant box, and click "Create New Referrals". | The Project Selection Page is used to choose a parent Project for a new Referral. Put a tick in the relevant box, and click "Create New Referrals". | ||
Revision as of 11:34, 11 August 2017
Location in standard build: Click "New Referral" (sometimes labelled "Record a Contact") on any Organisation/Person's Details Screen
The Project Selection Page is used to choose a parent Project for a new Referral. Put a tick in the relevant box, and click "Create New Referrals".
Which Projects are shown
Depending on which Type of Organisation/Person you are starting a Referral for, you will probably see different Projects available. Only those Projects which are available to the relevant Type (as set on the [[Project_Details_-_Types_Of_Orgs_&_People_tab|"Types of Orgs & People" tab in Project Settings) will be displayed.
Templates
Referral Templates are shown in red on this page, below each Project.
- Ticking one of the boxes by a red heading will start a Referral which uses that Template (Templates allow you to mark stages along the way as you record Contacts)
- Ticking one of the boxes by a black heading (the Project name) will start a Referral which does not use a Template.
There is a preference on the Project Settings tab which sets a Project to "Show Templates only" in which case there will not be a tick box next to the Project name.
Existing referrals
You may see a section of the screen which displays Referrals that already exist. This is to help users avoid duplication of Referrals (starting a new Referral when they should actually be adding a Contact to one that already exists). It may display above or below the Project tick boxes.
The setting that controls whether this section appears or not can be found on the Operational Rules New Referrals tab.
If there are any outstanding Actions awaiting completion for this org/person, they will be displayed in the Existing Referrals section, so that you can pick them up if appropriate. There will be an "Update" button displayed for each outstanding Action.
You can also expand this section by clicking the "Show All Referrals" button:
This will show all referrals, whether they are completed or not - i.e. even if there is no outstanding action waiting, the "Show All" button will show all referrals for this client. The button now changes to "Show Outstanding Only".
The purpose of this section is to help you identify whether the contact you're recording is the start of a new Referral, or a continuation of an existing one. If the latter, you'll want to join that Contact on to the existing referral, which you can do with the "Extra Info" button.
Existing referrals are shown with the option to add Extra Info or a Further Action.
Rob Kay - manual author (talk) 15:46, 2 September 2016 (BST)
