Difference between revisions of "Signpost and External Referral Types"

Revision as of 15:13, 10 November 2014

Location in standard build: Administration > Drop-Down Lists > Signpost/External Referral Types

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The Signpost and External Types feature lets users pick a Type for an external signpost made from the Record a Contact screen.

The feature is optional - Signposts/External Referrals will work without these Types set up. As soon as a Type is set up, an extra box will appear in the "Signposting/External Referrals" section of the Record a Contact screen, allowing the user to select the relevant Type for that referral.

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Setup

Clicking on the menu item will take you to a list of the existing Types, if there are any. Click on "Enter New Type" to add a Type to the list.

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You can now enter the following:

• Name of the Type
• Display Order
• Active? (Y or N)

Click "Save Details" when complete.

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You will be returned to the list of Types with the new addition. To edit any existing Type, click on the name of the Type.

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Examples of Use

Signpost/External Referral Types can be used anywhere you need to distinguish between different external referrals. For example, users may use the Record a Contact screen to record external referrals as part of day-to-day work, but there is an extra need to report on "the special referral which means that we have handed this case over to a partner organisation". If you need to report on this, you could set up a Type of "End of Case Handover", and users could select this Type when logging the final external referral.

Reporting Outputs

Information entered using Signpost/External Referral Types can be seen in the External Referrals Report, as well as being available in the KPI Report Designer.

Rob Kay - manual author (talk) 14:56, 10 November 2014 (GMT)