Difference between revisions of "Referral Templates"
From Charitylog Manual
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Project templates are used when you wish to specify stages of a referral/case or a process to be followed (workflow). They can be used to simplify caseloads for users giving them prompts of what is needed to be done and what is due next. Templates are also '''required''' if you are using the [[modules| Funded Work Module]]. | Project templates are used when you wish to specify stages of a referral/case or a process to be followed (workflow). They can be used to simplify caseloads for users giving them prompts of what is needed to be done and what is due next. Templates are also '''required''' if you are using the [[modules| Funded Work Module]]. | ||
| + | |||
| + | Templates are split up into two main areas: | ||
| + | *The Template | ||
| + | *The stages that apply to the template. | ||
| + | |||
| + | Templates can be used for a re range of different things see below for some examples: | ||
| + | |||
| + | Application Process | ||
| + | Template Name: New Application | ||
| + | Stages: | ||
| + | Application Received - To be reviewed | ||
| + | Reviewed - To be interviewed | ||
| + | Interviewed - Induction Required | ||
| + | Induction Complete | ||
| + | |||
| + | Service Provision with assessment | ||
| + | Template Name: Service Requested | ||
| + | Stages: | ||
| + | Service Requested - Assessment Required | ||
| + | Assessment Completed - Service to be provided | ||
| + | Service Provided - Review Required | ||
| + | Review Completed | ||
Revision as of 09:17, 1 May 2018
Contents
Introduction
Project templates are used when you wish to specify stages of a referral/case or a process to be followed (workflow). They can be used to simplify caseloads for users giving them prompts of what is needed to be done and what is due next. Templates are also required if you are using the Funded Work Module.
Templates are split up into two main areas:
- The Template
- The stages that apply to the template.
Templates can be used for a re range of different things see below for some examples:
Application Process Template Name: New Application Stages: Application Received - To be reviewed Reviewed - To be interviewed Interviewed - Induction Required Induction Complete
Service Provision with assessment Template Name: Service Requested Stages: Service Requested - Assessment Required Assessment Completed - Service to be provided Service Provided - Review Required Review Completed
