Signposting and External Referrals
Location in standard build: Record a Contact screen > "Options" section > Signposting and External Referrals
As part of your work with people, you may want to give them details about other organisations. This might be so that a client can engage with that organisation to have services provided, or it might just be a simple signpost (giving out the contact details of a local library, for example). You can record the fact that you have signposted someone directly from the "Record a Contact" screen, using the "Signposting and External Referrals" link in the "Options" section.
Clicking this link brings up a lookup box, as shown. The options in the lookup is the list of Organisations you have set up on your Charitylog system.
To enter something in this box, click the yellow icon to the right of the box. This will display a window from which you can pick the correct organisation. At this point you can use the list to read the client the contact details of the organisation, too. Once you have settled on the appropriate organisation, put a tick in the relevant box.
Now three things automatically happen: the window closes, the box populates itself with the name of the organisation in question and adds another row, and the system also fills in some text in the "Details of Contact" text box, as shown.
Now when you click "Continue" at the bottom of the screen, this external referral will be recorded, and will appear in the External Referrals Report. Note that this process hasn't actually done the signposting itself, i.e. the system hasn't emailed the other organisation, or anything along those lines. It is assumed that you have given the client the relevant information.
Rob Kay - manual author (talk) 13:24, 25 August 2015 (BST)
