Referral Edit
Contents
PAGE UNDER CONSTRUCTION
Introduction
The referral edit screen is used to make changes to an existing referral/case or a specific contact. The edit screen is accessed in various locations by clicking on a referral number. The screen is broken up into sections, referral section, the org/person section, Extra Information, Additional Data, Recent Actions and Outcomes
It is important that if any of the contacts/actions are being edited then they must be individually saved prior to changes to the referral. If you edit a contact and save the referral, the edit will be lost. If you edit the referral and save a contact then the edit for the referral will be lost.
Referral Section
The referral section is displayed in a summarised view and split to two main sections, the general referral details and additional information.
The Org/Person Section
Extra Information Section
Additional Data Section
Recent Actions Section
Outcomes Section
This section will display a button to access the outcome screen for the referral/case. This button will either be named 'Outcome' or the name of a Ladder Outcome if attached to the project. Click the button to access the Referral Closure and Outcome Details screen.
