Difference between revisions of "Referral Closure and Outcome Details"

Revision as of 14:03, 1 September 2015

Location in standard build: Client Details Screen > Summary tab > click on "Outcome" for a Referral OR click on "Not Closed link or closure date"

Also accessible from: Record a Contact screen > "Save and Go To Outcome"

The Referral Closure and Outcome details screen has two purposes:

• to allow the user to enter details of when a Referral is Closed, if the project uses manual referral closure (reports can then be produced based on these closure dates)
• to allow the user to enter an Outcome for the relevant Referral, using the list of Simple Diary Outcomes

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Information about the Referral

Above the Closure/Outcome section, the history of the Referral so far is displayed. There is basic information about the related org/person, as well as a condensed history of the Contacts that have been recorded.

Closure and Outcome entry

File:RCOD 2.png

You can now fill in the following:

• Referral Closure Date - the date that the Referral closed. This is the only field that needs to be filled in, if you want to manually close a Referral.
• Outcome Notes - free text; information about the closure and the outcome of the Referral.
• Outcome - uses the list of Simple Diary Outcomes
• Project Subcategory
• Date awarded - relates to the two fields below
• Monetary Outcome - if this referral resulted in financial gain of some sort, enter it here
• Arrears Obtained - as above

Rob Kay - manual author (talk) 15:02, 1 September 2015 (BST)