Project Details

The set of tabs displayed on the "Project Details" screen allow you to configure the way that each Project on your system works.

General Details tab

Here you can give the project a name and description, link to a module (using the "Type of Project" field), etc. See the Project Details - General Details tab page for full details.

Project Settings tab

The Project Settings tab allows you to choose how the Project will operate.

Show templates only (in RaC)?"

Setting this option to "Yes" will mean that users have to pick a Referral Template for all recording of contacts, rather than being allowed to simply use the project without a template. For more details please see the page on Referral Templates.

Entry Requirement: Referrer details

This allows you to choose whether users have to fill in details of the Referrer for each referral.

Entry Requirement: Project Sub-category

Allows you to choose whether users have to fill in details of the Project Subcategory for each referral.

Staff time and travel

Choose whether to allow, and/or force, entry of time and travel on the Record a Contact screen.

Contact Types

Choose whether to allow/force entry of Contact Types.

Referral Sources

Referral Sources are separate to Referrers themselves - rather, they are used to capture data about where somebody heard about the services of the organisation. Users can enter a Referral Source (as well as a Referrer) on the Record a Contact screen. If you want this to happen, you need to enable it here. Optionally, you can force users to enter a Referral Source, by setting "Force entry of Referral Source?" to "Yes".

To set up the list of Referral Sources, see this page.

Referral Reasons

Choose whether to allow/force entry of Referral Reasons.

Planned duration

Choose whether to allow/force users to estimate how long an outstanding action will take.

Outcomes

Choose whether to allow/force entry of a required outcome for a client (Ladder Outcomes).

Conflict of interest

Choose whether to allow entry of Conflict of Interest information on Record a Contact.

Consent Rule information

Choose whether to allow entry of Consent Rule information.

Data entry and referral completion

Specify data entry demands and whether the referral will close automatically when there are no further outstanding actions.

Codes Usage/Settings tab

Choose whether to use Classification Codes in this project, and whether to force users to enter them.

Funding Details tab

Record who funds this project, and the related amount (entry of data here is not compulsory).

Types Of Orgs & People tab

Choose which Organisation and People types this project will be available to (tick as many boxes as required).

Additional Data Collection tab

Select which Assessment Forms, Extension Databases and Ladder Outcomes to link to this project.