Referral Closure and Outcome Details
From Charitylog Manual
Location in standard build: Client Details Screen > Summary tab > click on "Outcome" for a Referral OR click on "Not Closed link or closure date"
Also accessible from: Record a Contact screen > "Save and Go To Outcome"
The Referral Closure and Outcome details screen has two purposes:
- to allow the user to enter details of when a Referral is Closed, if the project uses manual referral closure (reports can then be produced based on these closure dates)
- to allow the user to enter an Outcome for the relevant Referral, using the list of Simple Diary Outcomes
Information about the Referral
Above the Closure/Outcome section, the history of the Referral so far is displayed. There is basic information about the related org/person, as well as a condensed history of the Contacts that have been recorded.
Closure and Outcome entry
You can now fill in the following:
- Referral Closure Date - the date that the Referral closed. This is the only field that needs to be filled in, if you want to manually close a Referral.
- Outcome Notes - free text; information about the closure and the outcome of the Referral.
- Outcome - uses the list of Simple Diary Outcomes
- Project Subcategory
- Date awarded - relates to the two fields below
- Monetary Outcome - if this referral resulted in financial gain of some sort, enter it here
- Arrears Obtained - as above
Rob Kay - manual author (talk) 15:02, 1 September 2015 (BST)
