The information on how a Contact Record is raised by you or a member of your team can be accessed in your Work Tray within the Contact Records menu item.
The status of a Contact Record depends upon the Outcome of the contact:
Awaiting Completion denotes that an Outcome has been selected and is ready for completion.
In Progress denotes that the Contact Record has been created and saved but does not yet have an Outcome selected.
Proceed to Referral denotes that the Contact Record has a Contact Outcome of Referral.
Proceed to Tier 2 denotes that the Contact Record has a Contact Outcome of Tier 2.
When a Contact Record is first raised, it can be selected from the In Progress list.
Click the Notes tab above the Contact Record header to add supporting notes.
Click Edit on the Contact Record header to edit the record.
Click Add Screening Record if required to support your choice of outcome.
This will open the Select Template dialogue, where you can search for and select the required template.
Adding an Outcome
Click Edit on the Contact Record header to edit the record.
Click the required Outcome within the drop-down list in the Outcome panel.
Click Save.
Once an Outcome has been selected and, if required, a screening record added, the contact record will move into the Awaiting Completion list to denote that the Contact Record is waiting to be marked as Complete.
Click Complete within the Actions menu on the Navigation bar. This action will update the Contact Record panel header to show the users who completed the record and the completion date.
Depending on the Outcome selected, a completed Contact Record is moved into the Proceed to Referral or the Proceed to Tier2 Contact Record status list or will be removed from the Contact Records Work Tray if there are no further actions.
Completed Contact Records can be accessed from the person’s Running Record.
Override a Completed Contact Record
Following the completion of a contact record and depending on permissions, an Administrator may override the completion date and Completer from a person’s Running Record.
Click the Contact Record within a person’s Running Record.
Click Override Event Details within the Actions menu on the Navigation bar to display the Override Event Details dialogue.
Enter or select the New Completion Date.
Click the required New Completer in the drop-down list.
Click Yes.
The details completed in the Contact Record panel header will update to show the new completion date and who completed the event.