Difference between revisions of "Next of Kins"

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(Created page with "right The Next of Kin records are automatically created from Next of Kins that are entered under the NOK link. allows you to record detail...")
 
 
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Next of Kin records can be used in one of two ways.
  
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The Next of Kin records are automatically created from Next of Kins that are entered under the [[NOK link]].  allows you to record details about you core funders, this would also include those that fund service users.  Within the record there are various options that are available to help you keep track of funding and applications:
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* Adding a NOK under the contact management tab and use relationships to add to multiple people.
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* '''Projects''' - Projects can be setup to store contacts and work undertaken with funding applications with key dates for re-application.  See [[Project Set Up]] for details.
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* 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.
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* '''Templates''' - Templates can be use to help manage the work flow of applications or tenders.  See [[Referral Templates]] for full details.
 
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* '''Extension Databases''' - You can create custom fields to record details of core funding and any other funding types.  You may wish to include items like donations or legacies, or these funders can be kept separate in a different record type if preferred.
 
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* '''Paying Invoices (requires [[Modules| Invoicing Module]]''' - Funders can be used for direct payments to invoice for work provided to service users.
 
  
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=Hardcoded features=
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On this record type (via Contact Management) you can also include options like:
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* '''Invoicing''' - The funder record is hardcoded to work with cost centres in the [[Modules| Invoicing Module]].  Simply use the accounts code field to activate.
 
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* '''Funded Work''' - With the accounts code and funder details the funders are used with [[Modules| Funded Work module]].
 
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* '''Project Funding''' - Used for the Funding tab for the project funding options, including Project Funding Streams.
 
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See [[Managing and working with Funders]] for additional information on managing funders.
 
  
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* Projects to record work done with the Carer/Cared For.
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* Contact history linked to the person using the additional org/person on [[Project Set Up]] (needs to being turned on in [[Operational Rules]].
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* Used to record outcomes.
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* Extension databases to record extra details.
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Latest revision as of 09:15, 19 February 2019

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.
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