Web:Callback - Revision history

Jspenceratty at 18:54, 7 August 2020

2020-08-07T18:54:42Z

← Older revision		Revision as of 18:54, 7 August 2020
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	==Callback==		=Callback=

	The Callback record tracks basic applicant/client information together with calls made from and to the applicant/client.		The Callback record tracks basic applicant/client information together with calls made from and to the applicant/client.

	===Add===		==Add==

	To Add a new Callback record, from the Main Menu, choose Add-->Applicant-->Callback.		To Add a new Callback record, from the Main Menu, choose Add-->Applicant-->Callback.

	===Edit===		==Edit==

	To Edit an existing Callback record, from the Main Menu, choose Search-->Applicant-->Callback. Use the search screen to find the appropriate Callback entry and open it. You can also open associated Callback entries from other locations, such as Client and Eligibility records.		To Edit an existing Callback record, from the Main Menu, choose Search-->Applicant-->Callback. Use the search screen to find the appropriate Callback entry and open it. You can also open associated Callback entries from other locations, such as Client and Eligibility records.

	===General Callback Entry===		==General Callback Entry==

	====Problem, Date, Time, Name====		===Problem, Date, Time, Name===

	The first section of the Callback entry holds the problem type (code), the unique, assigned Callback ID, the date and time the callback entry was originally started, and the caller's name.		The first section of the Callback entry holds the problem type (code), the unique, assigned Callback ID, the date and time the callback entry was originally started, and the caller's name.
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	[[File:Screen Recording 2020-08-06 at 2.56.07 PM.mov]]		[[File:Screen Recording 2020-08-06 at 2.56.07 PM.mov]]

	====Callback Information====		===Callback Information===

	The second section of the Callback entry (Callback Information) holds additional information about the original contact with the caller. This section contains the following items:		The second section of the Callback entry (Callback Information) holds additional information about the original contact with the caller. This section contains the following items:
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	[[File:Screen Recording 2020-08-06 at 3.05.16 PM.mov]]		[[File:Screen Recording 2020-08-06 at 3.05.16 PM.mov]]

	====Agency Referral Information====		===Agency Referral Information===

	The third section of the Callback entry (Agency Referral Information) holds additional information about referring this caller to other Agencies who may be of assistance to the caller. This section contains the following items:		The third section of the Callback entry (Agency Referral Information) holds additional information about referring this caller to other Agencies who may be of assistance to the caller. This section contains the following items:
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	[[File:Screen Recording 2020-08-06 at 3.11.26 PM.mov]]		[[File:Screen Recording 2020-08-06 at 3.11.26 PM.mov]]

	===Use of the Form===		==Use of the Form==

	====Expanding/Collapsing Sections====		===Expanding/Collapsing Sections===

	Sections (other than the top section) may be expanded or collapsed to display or hide the information within those sections. This can help with viewing the screen.		Sections (other than the top section) may be expanded or collapsed to display or hide the information within those sections. This can help with viewing the screen.
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	[[File:Screen Recording 2020-08-06 at 3.16.22 PM.mov]]		[[File:Screen Recording 2020-08-06 at 3.16.22 PM.mov]]

	====Context menu====		===Context menu===

	The context menu is accessed by clicking on the Context Menu icon at the top left of the record.[[File:ContextIcon.png\|50px]]		The context menu is accessed by clicking on the Context Menu icon at the top left of the record.[[File:ContextIcon.png\|50px]]
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	## Unlock Record -- if another person was using this record and left it open, the record may be locked to editing; if you are sure it is safe to unlock it, you can unlock it for your use by clicking this button; a warning is shown that loss of data may occur if it isn't safe to unlock it when in use by another		## Unlock Record -- if another person was using this record and left it open, the record may be locked to editing; if you are sure it is safe to unlock it, you can unlock it for your use by clicking this button; a warning is shown that loss of data may occur if it isn't safe to unlock it when in use by another

	====Save/Stay and Save/Close====		===Save/Stay and Save/Close===

	The Save/Stay button will save the record and stay in it. This will allow you to continue to edit the record or add associated entries using the Context menu (such as call from caller, and calls to caller).		The Save/Stay button will save the record and stay in it. This will allow you to continue to edit the record or add associated entries using the Context menu (such as call from caller, and calls to caller).
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	If an error is encountered in the save, a message should appear at the top of the form in red notifying you of the problem.		If an error is encountered in the save, a message should appear at the top of the form in red notifying you of the problem.

	===Relationship to Other Records===		==Relationship to Other Records==

	Using selections in the Content Menu, you can create associated records, including Eligibility, Client, Conflict, Internal Messages, Time, Calendar, Difficult Person, and Other Services. In many instances where the associated record has the same information (e.g., name, telephone number), that information is automatically transferred to the new record.		Using selections in the Content Menu, you can create associated records, including Eligibility, Client, Conflict, Internal Messages, Time, Calendar, Difficult Person, and Other Services. In many instances where the associated record has the same information (e.g., name, telephone number), that information is automatically transferred to the new record.

Jspenceratty: /* Edit */

2020-08-07T18:53:25Z

Edit

← Older revision		Revision as of 18:53, 7 August 2020
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	===Edit===		===Edit===

	To Edit an existing Callback record, from the Main Menu, choose Search-->Applicant-->Callback. Use the search screen to find the appropriate Callback entry and open it.		To Edit an existing Callback record, from the Main Menu, choose Search-->Applicant-->Callback. Use the search screen to find the appropriate Callback entry and open it. You can also open associated Callback entries from other locations, such as Client and Eligibility records.

	===General Callback Entry===		===General Callback Entry===

Jspenceratty: /* Relationship to Other Records */

2020-08-07T18:40:40Z

Relationship to Other Records

← Older revision		Revision as of 18:40, 7 August 2020
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	===Relationship to Other Records===		===Relationship to Other Records===

			Using selections in the Content Menu, you can create associated records, including Eligibility, Client, Conflict, Internal Messages, Time, Calendar, Difficult Person, and Other Services. In many instances where the associated record has the same information (e.g., name, telephone number), that information is automatically transferred to the new record.

Jspenceratty: /* Save/Stay and Save/Close */

2020-08-07T18:39:00Z

Save/Stay and Save/Close

← Older revision		Revision as of 18:39, 7 August 2020
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	====Save/Stay and Save/Close====		====Save/Stay and Save/Close====

	The Save/Stay button will save the record and stay in it.		The Save/Stay button will save the record and stay in it. This will allow you to continue to edit the record or add associated entries using the Context menu (such as call from caller, and calls to caller).

	The Save/Close button will save the record and then close to the Main Menu/Home Screen.		The Save/Close button will save the record and then close to the Main Menu/Home Screen.

Jspenceratty: /* Context menu */

2020-08-07T18:29:35Z

Context menu

← Older revision		Revision as of 18:29, 7 August 2020
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	## View Calendar -- view calendar entries related to the callback[[File:Screen Shot 2020-08-06 at 3.40.00 PM.png\|50px]]		## View Calendar -- view calendar entries related to the callback[[File:Screen Shot 2020-08-06 at 3.40.00 PM.png\|50px]]
	# Related Intake		# Related Intake
	## Eligibility Record -- the name will change based on whether a Record exists ("Edit") or doesn't ("~~Add~~")		## Save/Eligibility Record -- the name will change based on whether a Record exists ("Edit Eligibility") or doesn't ("To Eligibility"); this will create a new or view an existing Eligibility record associated with this Callback Entry
	## Client Record -- the name will change based on whether a Record exists ("Edit") or doesn't ("~~Add~~")		## Save/Client Record -- the name will change based on whether a Record exists ("Edit Client") or doesn't ("To Client"); this will create a new or view an existing Client record associated with this Callback Entry
	## New -- add a new Callback record		## Save/Add New -- add a new Callback record
	#Conflict Check		#Conflict Check
	##Conflict Check -- perform a conflict check		##Conflict Check -- perform a conflict check; the name of the caller automatically appears in the form ready for conflict checking; add others to the adverse and another boxes to check additional names; use the 2-, 4-, and 6-way buttons at the bottom to search for conflicts in various manners[[File:Screen Shot 2020-08-07 at 1.16.24 PM.png\|50px]]
	##Add To Conflicts -- add caller to the conflict table		##Add To Conflicts -- add caller to the conflict table
	##All People -- search name across multiple tables		##All People -- search name across multiple tables in Prime [[File:Screen Shot 2020-08-07 at 1.18.44 PM.png\|50px]]
	##All Phones -- search phone number across multiple tables		##All Phones -- search phone number across multiple tables [[File:Screen Shot 2020-08-07 at 1.18.58 PM.png\|50px]]
	#Printing		#Printing
	## Print -- to print ~~letters and forms~~		## Print -- to print the Callback form[[File:Screen Shot 2020-08-07 at 1.20.13 PM.png\|50px]]
	#Communication		#Communication
	## Internal Messages -- send an Internal Message to another staff person about the Callback record		## Internal Messages -- send an Internal Message to another staff person about the Callback record [[File:Screen Shot 2020-08-07 at 1.22.02 PM.png\|50px]]
	#Difficult Person		#Difficult Person
	## Add Difficult Person -- add the caller to a list of difficult people		## Add Difficult Person -- add the caller to a list of difficult people [[File:Screen Shot 2020-08-07 at 1.22.50 PM.png\|50px]]
	## Add Non-Client Difficult Person -- add someone else as a difficult person		## Add Non-Client Difficult Person -- add someone else (not the current caller) as a difficult person [[File:Screen Shot 2020-08-07 at 1.23.40 PM.png\|50px]]
	## Search Difficult Person -- search the difficult person table for entries		## Search Difficult Person -- search the difficult person table for entries [[File:Screen Shot 2020-08-07 at 1.24.45 PM.png\|50px]]
	#Agency Referral Lookup		#Agency Referral Lookup
	## Agency Lookup -- search for an Agency that might be able to help the caller		## Agency Lookup -- search for an Agency that might be able to help the caller; search by the name of the agency, the subjects they handle, and the county they serve [[File:Screen Shot 2020-08-07 at 1.25.41 PM.png\|50px]]
	# Other Services		# Other Services
	## Other Services -- add a new Other Services entry for this caller		## Other Services -- add a new Other Services entry for this caller [[File:Screen Shot 2020-08-07 at 1.27.21 PM.png\|50px]]
	# Unlock Record		# Unlock Record
	## Unlock Record -- if another person was using this record and left it open, you can unlock it for your use		## Unlock Record -- if another person was using this record and left it open, the record may be locked to editing; if you are sure it is safe to unlock it, you can unlock it for your use by clicking this button; a warning is shown that loss of data may occur if it isn't safe to unlock it when in use by another

	====Save/Stay and Save/Close====		====Save/Stay and Save/Close====

Jspenceratty: /* Save/Stay and Save/Close */

2020-08-06T20:48:26Z

Save/Stay and Save/Close

← Older revision		Revision as of 20:48, 6 August 2020
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	====Save/Stay and Save/Close====		====Save/Stay and Save/Close====

			The Save/Stay button will save the record and stay in it.

			The Save/Close button will save the record and then close to the Main Menu/Home Screen.

			If an error is encountered in the save, a message should appear at the top of the form in red notifying you of the problem.

	===Relationship to Other Records===		===Relationship to Other Records===

Jspenceratty: /* Context menu */

2020-08-06T20:47:25Z

Context menu

← Older revision		Revision as of 20:47, 6 August 2020
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	# Unlock Record		# Unlock Record
	## Unlock Record -- if another person was using this record and left it open, you can unlock it for your use		## Unlock Record -- if another person was using this record and left it open, you can unlock it for your use

			====Save/Stay and Save/Close====

	===Relationship to Other Records===		===Relationship to Other Records===

Jspenceratty: /* Context menu */

2020-08-06T20:45:02Z

Context menu

← Older revision		Revision as of 20:45, 6 August 2020
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	# Calls		# Calls
	## Calls To Applicant -- records of calls made to the applicant, including the person making the call, the time and date of the call, and notes about the call; also displays prior entries[[File:Screen Shot 2020-08-06 at 3.37.56 PM.png\|50px]]		## Calls To Applicant -- records of calls made to the applicant, including the person making the call, the time and date of the call, and notes about the call; also displays prior entries[[File:Screen Shot 2020-08-06 at 3.37.56 PM.png\|50px]]
	## Calls From Applicant -- records of calls coming from the applicant, including the time and date of the call, and notes about the call; also displays prior entries[[File:Screen Shot 2020-08-06 at 3.38.08 PM.png\|~~100px~~]]		## Calls From Applicant -- records of calls coming from the applicant, including the time and date of the call, and notes about the call; also displays prior entries[[File:Screen Shot 2020-08-06 at 3.38.08 PM.png\|50px]]
	# Activities		# Activities
	## Time -- add a staff time entry relating to the callback[[File:Screen Shot 2020-08-06 at 3.39.27 PM.png\|~~100px~~]]		## Time -- add a staff time entry relating to the callback[[File:Screen Shot 2020-08-06 at 3.39.27 PM.png\|50px]]
	## View Time -- view time entries related to the callback[[File:Screen Shot 2020-08-06 at 3.39.38 PM.png\|~~100px~~]]		## View Time -- view time entries related to the callback[[File:Screen Shot 2020-08-06 at 3.39.38 PM.png\|50px]]
	## Calendar -- add a calendar entry relating to the callback[[File:Screen Shot 2020-08-06 at 3.39.50 PM.png\|~~100px~~]]		## Calendar -- add a calendar entry relating to the callback[[File:Screen Shot 2020-08-06 at 3.39.50 PM.png\|50px]]
	## View Calendar -- view calendar entries related to the callback[[File:Screen Shot 2020-08-06 at 3.40.00 PM.png\|~~100px~~]]		## View Calendar -- view calendar entries related to the callback[[File:Screen Shot 2020-08-06 at 3.40.00 PM.png\|50px]]
	# Related Intake		# Related Intake
	## Eligibility Record -- the name will change based on whether a Record exists ("Edit") or doesn't ("Add")		## Eligibility Record -- the name will change based on whether a Record exists ("Edit") or doesn't ("Add")

Jspenceratty: /* Context menu */

2020-08-06T20:44:22Z

Context menu

← Older revision		Revision as of 20:44, 6 August 2020
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	# Calls		# Calls
	## Calls To Applicant -- records of calls made to the applicant, including the person making the call, the time and date of the call, and notes about the call; also displays prior entries[[:File:Screen Shot 2020-08-06 at 3.37.56 PM.png]]		## Calls To Applicant -- records of calls made to the applicant, including the person making the call, the time and date of the call, and notes about the call; also displays prior entries[[File:Screen Shot 2020-08-06 at 3.37.56 PM.png\|50px]]
	## Calls From Applicant -- records of calls coming from the applicant, including the time and date of the call, and notes about the call; also displays prior entries[[File:Screen Shot 2020-08-06 at 3.38.08 PM.png\|100px]]		## Calls From Applicant -- records of calls coming from the applicant, including the time and date of the call, and notes about the call; also displays prior entries[[File:Screen Shot 2020-08-06 at 3.38.08 PM.png\|100px]]
	# Activities		# Activities

Jspenceratty: /* Context menu */

2020-08-06T20:43:52Z

Context menu

← Older revision		Revision as of 20:43, 6 August 2020
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	# Calls		# Calls
	## Calls To Applicant -- records of calls made to the applicant, including the person making the call, the time and date of the call, and notes about the call; also displays prior entries[[File:Screen Shot 2020-08-06 at 3.37.56 ~~PM.png]][[:File:Screen Shot 2020-08-06 at 3.41.28~~ PM.png]]		## Calls To Applicant -- records of calls made to the applicant, including the person making the call, the time and date of the call, and notes about the call; also displays prior entries[[:File:Screen Shot 2020-08-06 at 3.37.56 PM.png]]
	## Calls From Applicant -- records of calls coming from the applicant, including the time and date of the call, and notes about the call; also displays prior entries[[File:Screen Shot 2020-08-06 at 3.38.08 PM.png\|100px]]		## Calls From Applicant -- records of calls coming from the applicant, including the time and date of the call, and notes about the call; also displays prior entries[[File:Screen Shot 2020-08-06 at 3.38.08 PM.png\|100px]]
	# Activities		# Activities