Automatic Follow-Ups
"Automatic Follow-Ups" is an optional feature which can be turned on from the Project Details - Project Settings tab.
Without Follow-Ups, the user can create Job Cards which show that a volunteer has been assigned to someone. They can then update the Job Card manually and also add one or more timesheet records to that Job Card to count volunteer time. If another Job Card is needed, the user will have to re-assign the volunteer.
Follow-Ups add the following:
- Rather than updating the Job Card directly, the user can use the Follow Up Details screen. This screen lets the user update a job card, add a timesheet record and create a standard Contact, all from a single screen.
- The volunteer can also be re-assigned (another Job Card created) from the same screen.
Essentially, using Follow-Ups takes the "volunteer work" away from the normal Referral, allowing it to continue alongside other work being done. The data about volunteer work can be recorded simply by using the Follow-Up Details screen repeatedly, making the next appointment as the previous one is completed.
Rob Kay - manual author (talk) 16:32, 12 August 2016 (BST)
