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Action Lists & Contact Diary

The Action List can show all outstanding actions (or incomplete referrals) for the organisation or particular staff members. It can also show all the contacts that have taken place, giving an instant overview of activty in the organisation.

Some people simply use their Action List to manage their daily work. Similarly, it provides a simple means of passing jobs from one person in the organisation to another.

The Contact Diary is similar to the Action List and shows a list of contacts or events and whether they are completed yet. Where further actions are due, the next action date is shown, with red entries showing overdue actions.

 

Templates

Some types of activity, such as benefit claims, tends to use a standard process. There is a system of 'Templates' which can be used to cut down the time spent typing information in when the office is busy.

These provide the basic information about particular kinds of enquiries or events, leaving only the important detail to be keyed in. Similarly, the stages needed to manage the work can be created, allowing reporting of intervals between events happenning.

This cuts down the administration time and makes it more practical to record events as they happen.