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.

Support Worker options

When a project is linked to the Support Worker module (when "Support Advisor Schedules" is selected in "Type of Project", you will see some extra options appear.

Create Support Advisor Work Schedule Automatically?

This setting controls whether a blank support plan will automatically be created for a client (as soon as they are referred into the relevant project) or whether the users will retain control of when this plan is created.

Send eMail To Co-ordinator eMail Address If 'Additional Notes' Box Is Filled In On Jobcard Entry Screen

If set to "Yes", with a valid email, the system will email the nominated address every time a support worker fills in the "Additional Notes" section of a Support job card, with the details of what was filled in. This can be useful way for staff to record and document incidents etc. Note that this setting is specific to this particular project, so different projects can have different co-ordinators receiving emails relating to their particular project.

Project Settings tab

The Project Settings tab allows you to choose how the Project will operate - in particular, whether to allow/force users to enter certain information for this project.

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.