Referral status
From Charitylog Manual
Introduction
Referral Status is used in conjunction with Referral Templates. It allows you to use multiple stages which can reflect the task, or progress of that referral, yet be collated into a single status. For example, a Casework project might have the following:
| Referral Stage | Referral Status |
|---|---|
| Referral Received | Pending |
| First Contact | Pending |
| Assessment Arranged | Pending |
| Assessment Complete | Open |
| Pending Allocation | Open |
| Allocated | Open |
| First Appointment Booked | Open |
| First Appointment Attended | Open |
In the above example, you can see the referral wasn't counted as "Open" until the assessment has been completed. Then, all subsequent tasks were done at the open status. When it comes to closing the referral, it could also look something like this:
| Referral Stage | Referral Status |
|---|---|
| Closed - Complete | Closed |
| Closed - No Answer | Closed |
| Closed - Client Declined | Closed |
| Closed - Client moved away | Closed |
