Difference between revisions of "Termination Screen"
From Charitylog Manual
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Project termination is required when you need to know how many people are being supported by the Project (service). In the KPI report designer you are able to report on the number of people in a project or the number of terminations, irrespective of the number of referrals and if the referrals are open or closed. | Project termination is required when you need to know how many people are being supported by the Project (service). In the KPI report designer you are able to report on the number of people in a project or the number of terminations, irrespective of the number of referrals and if the referrals are open or closed. | ||
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Example when not used | Example when not used | ||
A helpline offer general advice to people. Callers can call up at any point and can return to the helpline at any time. Normally monitoring would be for the number of people supported and the number of calls. Project termination would not really be used as soon as a person is terminated they may return and need to be re-added to the project (un-terminated) | A helpline offer general advice to people. Callers can call up at any point and can return to the helpline at any time. Normally monitoring would be for the number of people supported and the number of calls. Project termination would not really be used as soon as a person is terminated they may return and need to be re-added to the project (un-terminated) | ||
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| + | At the top of the page you will find the main contact details for the client the options to: | ||
| + | * '''Active Client?''' - This allows you to make the record in-active after the termination. | ||
| + | * '''Deceased''' - This allows you to mark the person as deceased. | ||
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| + | You when then have the following options (depending on the referrals and project setup): | ||
| + | * '''Terminate in which projects?''' - You can select which project(s) you wish to terminate. If the person/organisation is simply leaving the one project just leave that one selected. This will keep the person/organisation in the other projects. | ||
| + | * '''Termination Date''' - Specify the date of the termination. | ||
| + | * '''Reason''' - Select the [[Termination Reasons| Reason]] for the termination. | ||
| + | * '''Notes''' - Enter any notes relating to the termination. | ||
| + | * '''Remove Client from Clubs and Clinics?''' Select which Clubs /Clinics you wish to end the membership for. This will only show the relevant clubs/clinics linked to the project(s) selected. | ||
| + | * '''Close Roster Assignments''' - Allows you to close Roster Plans as part of the termination. This option is only displayed if relevant. | ||
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Revision as of 14:26, 22 June 2018
Project termination is required when you need to know how many people are being supported by the Project (service). In the KPI report designer you are able to report on the number of people in a project or the number of terminations, irrespective of the number of referrals and if the referrals are open or closed.
Example for use:
You have a support group that offers group support to service users. This group requires a referral from a GP or other professional. Once the referral is received an assessment is completed and then the service user is added to the group. Once in the service user is in the support group the referral process is complete and the referral is closed. The person will remain in the project until they no longer require the support group. When the service user leaves the support group they would then be terminated from the project.
Example when not used
A helpline offer general advice to people. Callers can call up at any point and can return to the helpline at any time. Normally monitoring would be for the number of people supported and the number of calls. Project termination would not really be used as soon as a person is terminated they may return and need to be re-added to the project (un-terminated)
At the top of the page you will find the main contact details for the client the options to:
- Active Client? - This allows you to make the record in-active after the termination.
- Deceased - This allows you to mark the person as deceased.
You when then have the following options (depending on the referrals and project setup):
- Terminate in which projects? - You can select which project(s) you wish to terminate. If the person/organisation is simply leaving the one project just leave that one selected. This will keep the person/organisation in the other projects.
- Termination Date - Specify the date of the termination.
- Reason - Select the Reason for the termination.
- Notes - Enter any notes relating to the termination.
- Remove Client from Clubs and Clinics? Select which Clubs /Clinics you wish to end the membership for. This will only show the relevant clubs/clinics linked to the project(s) selected.
- Close Roster Assignments - Allows you to close Roster Plans as part of the termination. This option is only displayed if relevant.
