Revision as of 11:45, 18 December 2018

Introduction

The Funded work module allows you to plan the process and workflow of Funded Jobs. A Funded Job is one a client needs work to be done and funding is required to complete the work. It allows:

• Referral and job workflow
• Assignment of a technical officer
• Recording of Contractor Tenders
• Details of Funding Sources
• Costs, Payments and Funding Amounts

Set up of the Module

The funded work module requires the following to be setup before it can be used:

• A Project - You need to create a project which is set up as a Funded Work type project.
• Referral and Job Workflow - This defines and manages the various stages of the service. This is set up using Referral Templates specifying the stages, examples below;
  • Referral for work to be complete
  • Assignment of Technical Officer
  • Technical visit and Job Costing
  • Funding Applications
  • Contractor Tenders
  • Work To be undertaken
  • Work Completion
  • Receiving funds
  • Paying Contractors
  • Job Closure and Client satisfaction outcome.
• Funded Job Work Types - The Funded Job Work Types specify the type of jobs that your organisation assists clients with obtaining funding and getting the work completed.
• Fee Difference Reasons - Fee Difference Reasons specify why the actual paid fee is different to the original quoted fee.
• Client and Contractor Letters - Using Standard Letters you can create template to send a letter to the client with the details of the contractor and a template for the winning contractor.

Using the module

The Funded work module is integrated in to the referral process of a Funded Work Project. Use the Record A Contact to create a referral for the service user in the project. The first screen that is used is the Job List