Difference between revisions of "Contact Management Tab"
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| − | + | =Introduction to Records and Record Types= | |
| + | The system uses Records Types to enable you to work with different types of people and organisations. Each record type can be configured as required: | ||
| + | * '''Renamed''' - Each record can be renamed as required. | ||
| + | * '''Tabs''' - Pages on the record to contain fields. | ||
| + | * '''Fields''' - Each tab can be configured to display required fields. | ||
| + | * '''Blue Links''' - Facilities and tools at the bottom of the record. | ||
| + | * '''Additional Record Types''' - Bespoke record types can be added. | ||
| + | To make any of the changes listed above please see [[Customise Orgs & People]] for full details and restrictions. | ||
| − | + | In addition to the record customisation you can restrict users from records using [[Group Access]] and limit what fields are displayed using [[Field Sets]] on [[Project Set Up]]. | |
| − | == | + | =Searching for a record= |
| + | On the menu go to the Contact Management Menu Tab and underneath Orgs & People select the record type you wish to search. You will then be taken either to the A-Z directory (results page) or to the search page (this is defined by [[Operational_Rules#Maximum_Number_of_People.2FOrganisation_Results_Before_Search_Is_Shown]]). | ||
| − | + | =Creating A Record= | |
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| − | == | + | ==Create New== |
| − | + | ==Record A Contact for a new person/org== | |
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| − | = | + | =Record Overview= |
| − | + | [[File:PO_record.png]] | |
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| + | =The Tabs= | ||
| + | ==General Details== | ||
| + | ==Personal Details== | ||
| + | ==Work Details== | ||
| + | ==Carer/Dependant== | ||
| + | ==Risk Assessment== | ||
| + | ==Bespoke Tabs== | ||
| + | ==GDPR== | ||
| + | ==History== | ||
| + | ==Summary== | ||
| + | ==Projects== | ||
| + | ==Roster Worker== | ||
| + | ==Unavailabilities== | ||
| + | ==Matching Criteria== | ||
| + | ==Branch DDetails== | ||
| + | |||
| + | =The Record Header= | ||
| + | ==Messages== | ||
| + | ==All Org/People Types== | ||
| + | ==All Relationships== | ||
| + | ==Print Record== | ||
| + | ==Merge Record== | ||
| + | ==Record A Contact/New Referral== | ||
| + | |||
| + | =The Record Footer= | ||
| + | |||
| + | ==Extension Databases== | ||
| + | |||
| + | ==Blue Links== | ||
| + | ===Benefits & Income=== | ||
| + | An area to manage the benefits and income that a person has. | ||
| + | |||
| + | ===Client Assignments=== | ||
| + | Displays the clients/service users assigned to a roster worker. | ||
| + | |||
| + | ===Club & Clinic Attendances=== | ||
| + | - Allows the display of Club & Clinic Attendances in e specified time period. | ||
| + | |||
| + | ===Club & Clinic Membership=== | ||
| + | Link to manage the memberships for Clubs & Clinics | ||
| + | |||
| + | ===Contact & Consent Rules=== | ||
| + | Optional link if the GDPR tab is not required/wanted. | ||
| + | |||
| + | ===Courses=== | ||
| + | Section to specify which courses the person/organisation has attended. | ||
| + | |||
| + | ===Disabilities=== | ||
| + | Used for adding multiple disabilities. | ||
| + | |||
| + | ===Emergency Card=== | ||
| + | Section to add a Carers Emergency Card number. | ||
| + | |||
| + | ===Equipment=== | ||
| + | Section to allocate equipment. | ||
| + | |||
| + | ===EziTracker™ Details=== | ||
| + | [[Deprecated Feature]] | ||
| + | |||
| + | ===Funder Details=== | ||
| + | Used for the [[Modules| Funded Work Module] on funder records. | ||
| + | |||
| + | ===Groups & Skills=== | ||
| + | A way of putting people/organisations into groups or with skills. | ||
| + | |||
| + | ===Invoices=== | ||
| + | Displays invoices that a person/organisation has received. | ||
| + | |||
| + | ===Job Cards (Roster)=== | ||
| + | Displays the Roster Job cards assigned to a service user (not for use on a Roster Worker unless they are a receiver of a project/service) | ||
| + | |||
| + | ===Job Cards (Vols)=== | ||
| + | Displays Job Cards assigned to the Volunteer/Staff member. | ||
| + | |||
| + | ===Job Cards (Assigned)=== | ||
| + | Displays Job Cards that the service user (client) has assigned to them. | ||
| + | |||
| + | ===NoK & Contacts=== | ||
| + | A section to add Next of Kin and Key Contacts details. | ||
| + | |||
| + | ===Private Notes=== | ||
| + | Access to the private note section. | ||
| + | |||
| + | ===Pro-Referrer User=== | ||
| + | Used to specify user details to a referrer that logs into the system. | ||
| + | |||
| + | ===Qualifications=== | ||
| + | An area to record which qualifications the person/organisation has. | ||
| + | |||
| + | ===Reported Disabilities=== | ||
| + | Similar to disabilities, this area records | ||
| + | ===Reported | ||
| + | === disabilities. This is used only if y | ||
| + | |||
| + | ===Supporting People=== | ||
| + | A section to record information use with the Supporting People Scheme. | ||
| + | |||
| + | ===Letters & Communication=== | ||
| + | A section that displays letters/email and text messages sent to a person/organisation with the option to send letters and email. | ||
| + | |||
| + | ===Uploaded Docs=== | ||
| + | A section to upload electronic documents to the record. | ||
| + | |||
| + | ===Audit Record=== | ||
| + | Displays the audit record for the record the user is on. | ||
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[[File:helpheader_small.png|right]] | [[File:helpheader_small.png|right]] | ||
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Revision as of 12:40, 14 June 2018
Contents
- 1 Introduction to Records and Record Types
- 2 Searching for a record
- 3 Creating A Record
- 4 Record Overview
- 5 The Tabs
- 6 The Record Header
- 7 The Record Footer
- 7.1 Extension Databases
- 7.2 Blue Links
- 7.2.1 Benefits & Income
- 7.2.2 Client Assignments
- 7.2.3 Club & Clinic Attendances
- 7.2.4 Club & Clinic Membership
- 7.2.5 Contact & Consent Rules
- 7.2.6 Courses
- 7.2.7 Disabilities
- 7.2.8 Emergency Card
- 7.2.9 Equipment
- 7.2.10 EziTracker™ Details
- 7.2.11 Funder Details
- 7.2.12 Groups & Skills
- 7.2.13 Invoices
- 7.2.14 Job Cards (Roster)
- 7.2.15 Job Cards (Vols)
- 7.2.16 Job Cards (Assigned)
- 7.2.17 NoK & Contacts
- 7.2.18 Private Notes
- 7.2.19 Pro-Referrer User
- 7.2.20 Qualifications
- 7.2.21 Reported Disabilities
- 7.2.22 Supporting People
- 7.2.23 Letters & Communication
- 7.2.24 Uploaded Docs
- 7.2.25 Audit Record
Introduction to Records and Record Types
The system uses Records Types to enable you to work with different types of people and organisations. Each record type can be configured as required:
- Renamed - Each record can be renamed as required.
- Tabs - Pages on the record to contain fields.
- Fields - Each tab can be configured to display required fields.
- Blue Links - Facilities and tools at the bottom of the record.
- Additional Record Types - Bespoke record types can be added.
To make any of the changes listed above please see Customise Orgs & People for full details and restrictions.
In addition to the record customisation you can restrict users from records using Group Access and limit what fields are displayed using Field Sets on Project Set Up.
Searching for a record
On the menu go to the Contact Management Menu Tab and underneath Orgs & People select the record type you wish to search. You will then be taken either to the A-Z directory (results page) or to the search page (this is defined by Operational_Rules#Maximum_Number_of_People.2FOrganisation_Results_Before_Search_Is_Shown).
Creating A Record
Create New
Record A Contact for a new person/org
Record Overview
The Tabs
General Details
Personal Details
Work Details
Carer/Dependant
Risk Assessment
Bespoke Tabs
GDPR
History
Summary
Projects
Roster Worker
Matching Criteria
Branch DDetails
The Record Header
Messages
All Org/People Types
All Relationships
Print Record
Merge Record
Record A Contact/New Referral
Extension Databases
Blue Links
Benefits & Income
An area to manage the benefits and income that a person has.
Client Assignments
Displays the clients/service users assigned to a roster worker.
Club & Clinic Attendances
- Allows the display of Club & Clinic Attendances in e specified time period.
Club & Clinic Membership
Link to manage the memberships for Clubs & Clinics
Contact & Consent Rules
Optional link if the GDPR tab is not required/wanted.
Courses
Section to specify which courses the person/organisation has attended.
Disabilities
Used for adding multiple disabilities.
Emergency Card
Section to add a Carers Emergency Card number.
Equipment
Section to allocate equipment.
EziTracker™ Details
Funder Details
Used for the [[Modules| Funded Work Module] on funder records.
Groups & Skills
A way of putting people/organisations into groups or with skills.
Invoices
Displays invoices that a person/organisation has received.
Job Cards (Roster)
Displays the Roster Job cards assigned to a service user (not for use on a Roster Worker unless they are a receiver of a project/service)
Job Cards (Vols)
Displays Job Cards assigned to the Volunteer/Staff member.
Job Cards (Assigned)
Displays Job Cards that the service user (client) has assigned to them.
NoK & Contacts
A section to add Next of Kin and Key Contacts details.
Private Notes
Access to the private note section.
Pro-Referrer User
Used to specify user details to a referrer that logs into the system.
Qualifications
An area to record which qualifications the person/organisation has.
Reported Disabilities
Similar to disabilities, this area records ===Reported === disabilities. This is used only if y
Supporting People
A section to record information use with the Supporting People Scheme.
Letters & Communication
A section that displays letters/email and text messages sent to a person/organisation with the option to send letters and email.
Uploaded Docs
A section to upload electronic documents to the record.
Audit Record
Displays the audit record for the record the user is on.
