Referral Templates

Introduction

Project templates are used when you wish to specify stages of a referral/case or a process to be followed (workflow). They can be used to simplify caseloads for users giving them prompts of what is needed to be done and what is due next. Templates are also required if you are using the Funded Work Module.

Templates are split up into two main areas:

• The Template
• The stages that apply to the template.

Templates can be used for a re range of different things see below for some examples:

Application Process
Template Name:  New Application
Stages:
Application Received - To be reviewed
Reviewed - To be interviewed
Interviewed - Induction Required
Induction Complete

Service Provision with assessment
Template Name:  Service Requested
Stages:
Service Requested - Assessment Required
Assessment Completed - Service to be provided
Service Provided - Review Required
Review Completed