Difference between revisions of "Next of Kins"
From Charitylog Manual
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Next of Kin records can be used in one of two ways. | Next of Kin records can be used in one of two ways. | ||
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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. | * 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: | ||
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| + | * 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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[[File:helpheader_small.png|right]] | [[File:helpheader_small.png|right]] | ||
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.
