Template:Closure
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The Referral Closure screen can be accessed either by clicking the "Not Closed" or "Outcome" links on the Referral Summary tab...
...or by clicking the "Outcome Details" button on the Record a Contact screen.
You will be taken to the closure screen, with various fields available.
- Referral Closure Date
- Outcome Notes - these can be printed on a report later
- Simple Outcome - usually important for reporting.
- Subcategory if applicable
- Date Awarded - relates to the following two fields...
- Monetary Outcome, Arrears Obtained - generally used for tracking financial and benefit-related gains, but should only be used if the main Benefits feature is not being used. Figures entered here may not be counted towards the quarter's benefits total.