Difference between revisions of "Next of Kins"

From Charitylog Manual
Jump to: navigation, search
Line 6: Line 6:
 
* Adding a NOK via the blue links at the base of another record.  This option automatically creates a new NOK record under contact management.  Existing NOK's can not be added via the blue link at the base of a persons record.
 
* Adding a NOK via the blue links at the base of another record.  This option automatically creates a new NOK record under contact management.  Existing NOK's can not be added via the blue link at the base of a persons record.
  
 +
On this record type (via Contact Management) you can also include options like:
 +
 +
* Projects to record work done with the Carer/Cared For.
 +
* Contact history linked to the person using the additional org/person on [[Project Set Up]] (needs to being turned on in [[Operational Rules]].
 +
* Used to record outcomes.
 +
* Extension databases to record extra details.
 
   
 
   
 
----
 
----
 
[[File:helpheader_small.png|right]]
 
[[File:helpheader_small.png|right]]

Revision as of 09:14, 19 February 2019

Helpheader small.png

Next of Kin records can be used in one of two ways.

  • Adding a NOK under the contact management tab and use relationships to add to multiple people.
  • Adding a NOK via the blue links at the base of another record. This option automatically creates a new NOK record under contact management. Existing NOK's can not be added via the blue link at the base of a persons record.

On this record type (via Contact Management) you can also include options like:

  • Projects to record work done with the Carer/Cared For.
  • Contact history linked to the person using the additional org/person on Project Set Up (needs to being turned on in Operational Rules.
  • Used to record outcomes.
  • Extension databases to record extra details.

Helpheader small.png