Difference between revisions of "Contact Management Tab"

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(Orgs & People)
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[[File:helpheader_small.png|right]]
 
[[File:helpheader_small.png|right]]
  
[[File:cl_CMT_1.png]]
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=Introduction to Records and Record Types=
  
 +
The system uses Records Types to enable you to work with different types of people and organisations.  Each record type can be configured as required:
 +
* '''Renamed''' - Each record can be renamed as required.
 +
* '''Tabs''' - Pages on the record to contain fields.
 +
* '''Fields''' - Each tab can be configured to display required fields.
 +
* '''Blue Links''' - Facilities and tools at the bottom of the record.
 +
* '''Additional Record Types''' - Bespoke record types can be added.
 +
To make any of the changes listed above please see [[Customise Orgs & People]] for full details and restrictions.
  
Items on the Contact Management tab:
+
In addition to the record customisation you can restrict users from records using [[Group Access]] and limit what fields are displayed using [[Field Sets]] on [[Project Set Up]].
  
==Activity==
+
=Searching for a record=
 +
On the menu go to the Contact Management Menu Tab and underneath Orgs & People select the record type you wish to search.  You will then be taken either to the A-Z directory (results page) or to the search page (this is defined by [[Operational_Rules#Maximum_Number_of_People.2FOrganisation_Results_Before_Search_Is_Shown]]).
  
* [[Action List]]
+
=Creating A Record=
* [[Calendar]]
 
* [[Emergency Card Lookup]]
 
* [[Menu Information Links| Information Links]]
 
* [[Record a Contact (Anonymous)]]
 
* [[Referral Audit]]
 
* [[Volunteering Diary]]
 
* [[Volunteer Job Cards]]
 
* [[Emergency Card Lookup]]
 
  
==Orgs & People==
+
==Create New==
  
* [[People/Org records]]
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==Record A Contact for a new person/org==
** [[Organisations]]
 
** [[Volunteers]]
 
** [[Details Screen|Clients]]
 
** [[Support Workers]]
 
** [[Funders]]
 
** [[Referrers]]
 
** [[Staff]]
 
** [[Suppliers]]
 
** [[Trustees]]
 
** [[Professionals]]
 
** [[Next of Kins]]
 
** [[Carers]]
 
  
==Data Operations==
+
=Record Overview=
  
* [[Anonymise Records]]
+
[[File:PO_record.png]]
* [[Delete Referrals and Actions|Delete Referrals]]
 
* [[Extended Orgs & People List]]
 
  
 +
=The Tabs=
 +
==General Details==
 +
==Personal Details==
 +
==Work Details==
 +
==Carer/Dependant==
 +
==Risk Assessment==
 +
==Bespoke Tabs==
 +
==GDPR==
 +
==History==
 +
==Summary==
 +
==Projects==
 +
==Roster Worker==
 +
==Unavailabilities==
 +
==Matching Criteria==
 +
==Branch DDetails==
 +
 +
=The Record Header=
 +
==Messages==
 +
==All Org/People Types==
 +
==All Relationships==
 +
==Print Record==
 +
==Merge Record==
 +
==Record A Contact/New Referral==
 +
 +
=The Record Footer=
 +
 +
==Extension Databases==
 +
 +
==Blue Links==
 +
===Benefits & Income===
 +
An area to manage the benefits and income that a person has.
 +
 +
===Client Assignments===
 +
Displays the clients/service users assigned to a roster worker.
 +
 +
===Club & Clinic Attendances===
 +
- Allows the display of Club & Clinic Attendances in e specified time period.
 +
 +
===Club & Clinic Membership===
 +
Link to manage the memberships for Clubs & Clinics
 +
 +
===Contact & Consent Rules===
 +
Optional link if the GDPR tab is not required/wanted.
 +
 +
===Courses===
 +
Section to specify which courses the person/organisation has attended.
 +
 +
===Disabilities===
 +
Used for adding multiple disabilities.
 +
 +
===Emergency Card===
 +
Section to add a Carers Emergency Card number.
 +
 +
===Equipment===
 +
Section to allocate equipment.
 +
 +
===EziTracker™ Details===
 +
[[Deprecated Feature]]
 +
 +
===Funder Details===
 +
Used for the [[Modules| Funded Work Module] on funder records.
 +
 +
===Groups & Skills===
 +
A way of putting people/organisations into groups or with skills.
 +
 +
===Invoices===
 +
Displays invoices that a person/organisation has received.
 +
 +
===Job Cards (Roster)===
 +
Displays the Roster Job cards assigned to a service user (not for use on a Roster Worker unless they are a receiver of a project/service)
 +
 +
===Job Cards (Vols)===
 +
Displays Job Cards assigned to the Volunteer/Staff member.
 +
 +
===Job Cards (Assigned)===
 +
Displays Job Cards that the service user (client) has assigned to them.
 +
 +
===NoK & Contacts===
 +
A section to add Next of Kin and Key Contacts details.
 +
 +
===Private Notes===
 +
Access to the private note section.
 +
 +
===Pro-Referrer User===
 +
Used to specify user details to a referrer that logs into the system.
 +
 +
===Qualifications===
 +
An area to record which qualifications the person/organisation has.
 +
 +
===Reported Disabilities===
 +
Similar to disabilities, this area records
 +
===Reported
 +
=== disabilities.  This is used only if y
 +
 +
===Supporting People===
 +
A section to record information use with the Supporting People Scheme.
 +
 +
===Letters & Communication===
 +
A section that displays letters/email and text messages sent to a person/organisation  with the option to send letters and email.
 +
 +
===Uploaded Docs===
 +
A section to upload electronic documents to the record.
 +
 +
===Audit Record===
 +
Displays the audit record for the record the user is on.
  
 
----
 
----
[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 16:41, 21 August 2017 (BST)
 
 
[[File:helpheader_small.png|right]]
 
[[File:helpheader_small.png|right]]
[[Category:Overviews]]
 

Revision as of 12:40, 14 June 2018

Helpheader small.png

Introduction to Records and Record Types

The system uses Records Types to enable you to work with different types of people and organisations. Each record type can be configured as required:

  • Renamed - Each record can be renamed as required.
  • Tabs - Pages on the record to contain fields.
  • Fields - Each tab can be configured to display required fields.
  • Blue Links - Facilities and tools at the bottom of the record.
  • Additional Record Types - Bespoke record types can be added.

To make any of the changes listed above please see Customise Orgs & People for full details and restrictions.

In addition to the record customisation you can restrict users from records using Group Access and limit what fields are displayed using Field Sets on Project Set Up.

Searching for a record

On the menu go to the Contact Management Menu Tab and underneath Orgs & People select the record type you wish to search. You will then be taken either to the A-Z directory (results page) or to the search page (this is defined by Operational_Rules#Maximum_Number_of_People.2FOrganisation_Results_Before_Search_Is_Shown).

Creating A Record

Create New

Record A Contact for a new person/org

Record Overview

PO record.png

The Tabs

General Details

Personal Details

Work Details

Carer/Dependant

Risk Assessment

Bespoke Tabs

GDPR

History

Summary

Projects

Roster Worker

Unavailabilities

Matching Criteria

Branch DDetails

The Record Header

Messages

All Org/People Types

All Relationships

Print Record

Merge Record

Record A Contact/New Referral

The Record Footer

Extension Databases

Blue Links

Benefits & Income

An area to manage the benefits and income that a person has.

Client Assignments

Displays the clients/service users assigned to a roster worker.

Club & Clinic Attendances

- Allows the display of Club & Clinic Attendances in e specified time period.

Club & Clinic Membership

Link to manage the memberships for Clubs & Clinics

Contact & Consent Rules

Optional link if the GDPR tab is not required/wanted.

Courses

Section to specify which courses the person/organisation has attended.

Disabilities

Used for adding multiple disabilities.

Emergency Card

Section to add a Carers Emergency Card number.

Equipment

Section to allocate equipment.

EziTracker™ Details

Deprecated Feature

Funder Details

Used for the [[Modules| Funded Work Module] on funder records.

Groups & Skills

A way of putting people/organisations into groups or with skills.

Invoices

Displays invoices that a person/organisation has received.

Job Cards (Roster)

Displays the Roster Job cards assigned to a service user (not for use on a Roster Worker unless they are a receiver of a project/service)

Job Cards (Vols)

Displays Job Cards assigned to the Volunteer/Staff member.

Job Cards (Assigned)

Displays Job Cards that the service user (client) has assigned to them.

NoK & Contacts

A section to add Next of Kin and Key Contacts details.

Private Notes

Access to the private note section.

Pro-Referrer User

Used to specify user details to a referrer that logs into the system.

Qualifications

An area to record which qualifications the person/organisation has.

Reported Disabilities

Similar to disabilities, this area records ===Reported === disabilities. This is used only if y

Supporting People

A section to record information use with the Supporting People Scheme.

Letters & Communication

A section that displays letters/email and text messages sent to a person/organisation with the option to send letters and email.

Uploaded Docs

A section to upload electronic documents to the record.

Audit Record

Displays the audit record for the record the user is on.


Helpheader small.png