Difference between revisions of "Benefit Descriptions"

Revision as of 10:04, 23 April 2015

Location in standard build: Administration > Drop-Down Lists > Benefits

File:BD 2.png

The Benefit Descriptions drop-down list holds amounts and details for various different benefits. These preset amounts and details help users enter data on the Benefits and Income section of the Client Details screen (or any other Organisation/Person Type). They are also used on the Referral Closure screen.

Configuring Benefits

Click on "Enter New Benefit" to add a new one, or click on the name of an existing one to edit it.

File:BD 3.png

This will show you a data entry screen:

File:BD 4.png

For each benefit you can enter the following:

• Name of the benefit
• Notes (these are only displayed on this screen, and are for information only; they do not appear on any reporting output or data entry screens)
• Value of the benefit (this will automatically be carried into data entered on the Benefits and Income screen)
• Means Tested Benefit? Yes or No options - this will be displayed on the output of the Benefits Report.
• Payment Interval - choices of:
  • Unknown
  • One-off
  • Weekly
  • Fortnightly
  • Four-Weekly
  • Per Calendar Month
  • Annually
• Active - whether this option is to be available on the system for data entry or not.

Display on the Benefits and Income data entry screen

When a user enters a benefit on the Benefits and Income screen, the payment interval is displayed as well as the name of the benefit, so that the user knows how to calculate the amount they're entering (if the amount is not entered along with other details in the drop-down list configuration) as shown.

File:BD 5.png

Reporting Outputs

The information entered on this drop-down list primarily appears on the Benefits Report. The benefit name, value, payment interval and whether it is means tested or not are all displayed.

In addition, the information appears if a user selects "Benefit Details" or "Benefit Values" on the org/people linked records (or the same options on referral-linked records, if available) from the Blue Folder Lookup screen on any report.

Rob Kay - manual author (talk) 11:04, 23 April 2015 (BST)