Difference between revisions of "Signpost/External Referral Types"
From Charitylog Manual
(Created page with "right") |
|||
Line 1: | Line 1: | ||
[[File:helpheader_small.png|right]] | [[File:helpheader_small.png|right]] | ||
+ | |||
+ | [[File:Menu_SERT.png]] | ||
+ | |||
+ | Signpost and External referrals are used when recording contacts/actions when referring/signposting on to another service or organisation, they can also specify a contact method for each referral/signpost recorded. Example of types would be 'Internal' or 'External' which would specify if you have referred/signposted to an internal service or a different organisation. | ||
+ | |||
+ | To edit an existing type click on it's name or click the 'Enter New Type' to create a new one. Complete the following details: | ||
+ | |||
+ | [[File:ers_types.png]] | ||
+ | |||
+ | *Type name - The name of the category ('Internal') | ||
+ | *[[Display Order]] - The order in the drop down. | ||
+ | *The Contact Method shown in Reports - What contact method is used, for reports. | ||
+ | *Active?- Set to yes to use this type. | ||
+ | |||
+ | Click the 'Save Details' button to save your changes. |
Revision as of 15:12, 1 May 2018
Signpost and External referrals are used when recording contacts/actions when referring/signposting on to another service or organisation, they can also specify a contact method for each referral/signpost recorded. Example of types would be 'Internal' or 'External' which would specify if you have referred/signposted to an internal service or a different organisation.
To edit an existing type click on it's name or click the 'Enter New Type' to create a new one. Complete the following details:
- Type name - The name of the category ('Internal')
- Display Order - The order in the drop down.
- The Contact Method shown in Reports - What contact method is used, for reports.
- Active?- Set to yes to use this type.
Click the 'Save Details' button to save your changes.