Difference between revisions of "Project Details"
(→Project Settings tab) |
(→Project Settings tab) |
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| − | + | '''Staff time and travel''' | |
Choose whether to allow, and/or force, entry of time and travel on the Record a Contact screen. | Choose whether to allow, and/or force, entry of time and travel on the Record a Contact screen. | ||
| − | + | '''Contact Types''' | |
Choose whether to allow/force entry of [[System_Setup_Guide#Contact_Types|Contact Types]]. | Choose whether to allow/force entry of [[System_Setup_Guide#Contact_Types|Contact Types]]. | ||
| − | + | '''Referral Sources''' | |
Referral Sources are separate to Referrers themselves - rather, they are used to capture data about where somebody heard about the services of the organisation. Users can enter a Referral Source (as well as a Referrer) on the Record a Contact screen. If you want this to happen, you need to enable it here. Optionally, you can force users to enter a Referral Source, by setting "Force entry of Referral Source?" to "Yes". | Referral Sources are separate to Referrers themselves - rather, they are used to capture data about where somebody heard about the services of the organisation. Users can enter a Referral Source (as well as a Referrer) on the Record a Contact screen. If you want this to happen, you need to enable it here. Optionally, you can force users to enter a Referral Source, by setting "Force entry of Referral Source?" to "Yes". | ||
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To set up the list of Referral Sources, see [[System_Setup_Guide#Referral_Sources|this page]]. | To set up the list of Referral Sources, see [[System_Setup_Guide#Referral_Sources|this page]]. | ||
| − | + | '''Referral Reasons''' | |
Choose whether to allow/force entry of [[System_Setup_Guide#Referral_Reasons|Referral Reasons]]. | Choose whether to allow/force entry of [[System_Setup_Guide#Referral_Reasons|Referral Reasons]]. | ||
| − | + | '''Planned duration''' | |
Choose whether to allow/force users to estimate how long an outstanding action will take. | Choose whether to allow/force users to estimate how long an outstanding action will take. | ||
| − | + | '''Outcomes''' | |
Choose whether to allow/force entry of a required outcome for a client ([[Outcomes_(Administrator_guide)#Adding_a_target_to_a_Ladder_Outcome|Ladder Outcomes]]). | Choose whether to allow/force entry of a required outcome for a client ([[Outcomes_(Administrator_guide)#Adding_a_target_to_a_Ladder_Outcome|Ladder Outcomes]]). | ||
| − | + | '''Conflict of interest''' | |
Choose whether to allow entry of Conflict of Interest information on Record a Contact. | Choose whether to allow entry of Conflict of Interest information on Record a Contact. | ||
| − | + | '''Consent Rule information''' | |
Choose whether to allow entry of Consent Rule information. | Choose whether to allow entry of Consent Rule information. | ||
| − | + | '''Data entry and referral completion''' | |
Specify data entry demands and whether the referral will close automatically when there are no further outstanding actions. | Specify data entry demands and whether the referral will close automatically when there are no further outstanding actions. | ||
Revision as of 12:26, 6 May 2014
The set of tabs displayed on the "Project Details" screen allow you to configure the way that each Project on your system works.
Contents
General Details tab
Here you can give the project a name and description, link to a module (using the "Type of Project" field), etc.
Support Worker options
When a project is linked to the Support Worker module (when "Support Advisor Schedules" is selected in "Type of Project", you will see some extra options appear.
Create Support Advisor Work Schedule Automatically?
This setting controls whether a blank support plan will automatically be created for a client (as soon as they are referred into the relevant project) or whether the users will retain control of when this plan is created.
Send eMail To Co-ordinator eMail Address If 'Additional Notes' Box Is Filled In On Jobcard Entry Screen
If set to "Yes", with a valid email, the system will email the nominated address every time a support worker fills in the "Additional Notes" section of a Support job card, with the details of what was filled in. This can be useful way for staff to record and document incidents etc. Note that this setting is specific to this particular project, so different projects can have different co-ordinators receiving emails relating to their particular project.
Project Settings tab
The Project Settings tab allows you to choose how the Project will operate.
Staff time and travel
Choose whether to allow, and/or force, entry of time and travel on the Record a Contact screen.
Contact Types
Choose whether to allow/force entry of Contact Types.
Referral Sources
Referral Sources are separate to Referrers themselves - rather, they are used to capture data about where somebody heard about the services of the organisation. Users can enter a Referral Source (as well as a Referrer) on the Record a Contact screen. If you want this to happen, you need to enable it here. Optionally, you can force users to enter a Referral Source, by setting "Force entry of Referral Source?" to "Yes".
To set up the list of Referral Sources, see this page.
Referral Reasons
Choose whether to allow/force entry of Referral Reasons.
Planned duration
Choose whether to allow/force users to estimate how long an outstanding action will take.
Outcomes
Choose whether to allow/force entry of a required outcome for a client (Ladder Outcomes).
Conflict of interest
Choose whether to allow entry of Conflict of Interest information on Record a Contact.
Consent Rule information
Choose whether to allow entry of Consent Rule information.
Data entry and referral completion
Specify data entry demands and whether the referral will close automatically when there are no further outstanding actions.
Codes Usage/Settings tab
Choose whether to use Classification Codes in this project, and whether to force users to enter them.
Funding Details tab
Record who funds this project, and the related amount (entry of data here is not compulsory).
Types Of Orgs & People tab
Choose which Organisation and People types this project will be available to (tick as many boxes as required).
Additional Data Collection tab
Select which Assessment Forms, Extension Databases and Ladder Outcomes to link to this project.
