Difference between revisions of "Simple Outcomes"
From Charitylog Manual
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Simple outcomes are used on the referral/case outcome screen. They are used to say why the referral/case has been closed or completed. Examples; | Simple outcomes are used on the referral/case outcome screen. They are used to say why the referral/case has been closed or completed. Examples; | ||
| − | Successful | + | Successful. |
| − | Unsuccessful | + | Unsuccessful. |
Referred to another organisation. | Referred to another organisation. | ||
| + | |||
| + | [[File:sim_refs.PNG]] | ||
| + | |||
| + | To create a new outcome click on the 'Enter New Outcome' button or click on the name of an existing outcome to edit. | ||
| + | |||
| + | Complete/edit the following; | ||
| + | *'''Outcome name''' - the name that is displayed and reported on | ||
| + | *'''Notes''' - Only used on this screen for the administrator to leave notes | ||
| + | *'''Related Outcome Code''' - This is a way of grouping outcomes ([[Deprecated Feature]]) | ||
| + | *'''[[Display Order]]''' - The order they are displayed in a drop down list. | ||
| + | *'''Active Outcome''' - Specified if it is used (yes) or not (no). | ||
| + | |||
| + | ---- | ||
| + | [[File:helpheader_small.png|right]] | ||
Latest revision as of 16:41, 22 February 2023
Simple outcomes are used on the referral/case outcome screen. They are used to say why the referral/case has been closed or completed. Examples;
Successful. Unsuccessful. Referred to another organisation.
To create a new outcome click on the 'Enter New Outcome' button or click on the name of an existing outcome to edit.
Complete/edit the following;
- Outcome name - the name that is displayed and reported on
- Notes - Only used on this screen for the administrator to leave notes
- Related Outcome Code - This is a way of grouping outcomes (Deprecated Feature)
- Display Order - The order they are displayed in a drop down list.
- Active Outcome - Specified if it is used (yes) or not (no).
