Project Set Up

Introduction

Projects are for Referrals/Cases and interactions to be grouped together to enable reporting. Generally projects will be similar to the services provided. If an organisation offers an Information and Advice service (including advocacy support) they would possibly consider two projects; Information & Advice and Advocacy. From here the system would be able to report on the two projects together or separately.

Projects are also used with some of the Modules available:

• Handypersons - Doing minor home adaptations
• Roster - Care Provision, Befriending and other roster type service
• Funded Work - Funding applications for major home adaptations, from Technical visit through to completion

Some services in an organisation my have sub services that they offer. Examples below:

• Befriending - This could offer Telephone Befriending and Home Visiting
• Counselling - Group based or individual sessions
• Carer Support Services - Adult Carers, Young Adult Carers and Young Carers
• Advice and Support - Help line and Casework

If there is a requirement to report on the subservices independently it may be considered to use a project for each sub service. Project design is very important and reporting is a major consideration. When reporting on a project this can be then split down into different aspects like gender, ethnic origin etc. If there is a need to analyse demographics and statistics based on the sub services that it would be recommended to use separate projects.

Projects are not just used for working with services users and can be useful in other areas of the organisation. You could have a project for use with:

• Volunteer Recruitment
• Training
• Appraisals
• Administration
• Planning processes like fundraising, event management etc.

Apart from reporting, projects will enable you to use templates and workflows, with reminders for the users. When you open a new case or referral this would then be connected to a project. Any work undertaken will be recorded and reported under the associated project. You can also restrict users to which projects are available. Through this page you will see the available options to projects.

Project Setup

When you navigate to the Project Setup page you will be displayed the current active projects (to view inactive projects click the 'Show All' button) on the system with some summary information:

• Name of the project
• The funder of the project
• Type of project - Will be blank for standard projects. If connected to a Module the module name will be displayed; Funded Work, Handyperson Scheme, IMCA Project or Roster Workers Schedules.
• The number of referral/case based extension databases connected to the project.
• The number of Ladder Outcomes connected to the project.
• The start date of the project.
• The end date of the project.
• If the project is still active - If set to know the project will not be available to reports or Recording Contacts, project history will still be displayed on person/org records history page.

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Creating/Editing Projects

To edit a project click on it's name or to add a new project click the 'Enter New Project' button. You will then be taken to the individual/new project page. If you want to copy the settings of another project select it in the drop down and click copy, on the prompt click cancel or okay.

You will need to enter/edit the details on each tab.

General tab

On this tab complete the following information:

• Project Name
• Description
• Type of Project
  • Roster Worker Only
    • Create Roster Workers Work Schedule Automatically? (Compulsory)
    • Send email to co-ordinator email address (if 'Additional Notes' box is filled in on Jobcard entry screen)
    • Co-ordinator email address
  • Handy Persons Only
    • Create Handyperson Job Automatically?
• Available for Record a Contact (Anonymous)?
• Help Text Available in Record A Contact Screen
• Start Date
• End Date
• Active?
• Total Time Accumulated So Far:
• Address line 1Help icon
• Address line 2
• Address line 3
• Address line 4
• Address line 5
• Postcode
• Telephone Number

Record a Contact tab

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The Record a Contact tab allows you to choose how the Contact Management part of the Project will operate. See the Project Details - Record a Contact tab page for full details.

Code Settings tab

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Choose whether to use Classification Codes in this project, and whether to force users to enter them. See the Project Details - Code Settings tab page for full details.

Funding tab

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Record who funds this project, and the related amount(s). See the Project Details - Funding tab page for full details.

Types Of Orgs & People tab

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Choose which Organisation and People types this project works with. See the Project Details - Types Of Orgs & People tab for full details.

Additional Data Collection tab

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Select which Assessment Forms, Extension Databases and Ladder Outcomes to link to this project. See the Project Details - Additional Data Collection tab page for full details.

3rd Party Systems tab

Select options for links to third party software. See the Project Details - 3rd Party Systems tab for full details.

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