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Diary Entry Page

The Diary Entry page allows you to enter the details of the contact and what needs to happen next, as well as who should do it.

There are drop down lists and 'lookups' to make finding information easier and a calendar which can be used for date entry.

Some events will be resolved at once, for example, simple Signposting events. Others may involve a long series of steps, such as benefit claims etc.

These additional actions can be generated as they occur, creating entries on the Action List and in the Diary to ensure they are not forgotten about.

The section at the bottom of the page allows other things to be done at the same time as the information is saved.

For example, further Actions may be required, some client details may need to be changed, or some publications were provided.

It is also possible to make a referral directly to the Handyperson Scheme from the Diary Entry page, if this part of the system is being used. Obviously, as much information as possible if automatically passed on to that referral.

An Audit and Outcome section allows each Diary Entry to be followed up, checked and assessed.