25. Support assessments
Support assessments are available if you have Support module.
Adding a Support assessment
When creating a new Support assessment the pages displayed will be dependent on how the form has been configured in your system. The screenshots shown here are just an example of how it may look.
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Item |
Details |
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Save the form, button changes green once the mandatory data has been completed |
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Discard changes and return back to the case |
Referrals
All Referrals made to Support services are listed on this tab.
Adding a Referral
Item | Details |
Support service | The Service that the referral is being made to |
Opens the Case in a new browser tab | |
Referral date | The date of the referral. Cannot be in the future |
Start date | Mandatory when the referral is moved to the Accepted state |
Priority | Determines the priority when compared to other referrals to this service |
Rejection reason | Mandatory when the referral is moved to the Rejected state |
Removal reason | Mandatory when the referral is moved to the Removed state |
Actions
All Actions assigned to the Support assessment are displayed on this tab.
Actions are displayed based on their Group.
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Item |
Details |
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Edit the Action/Alert |
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Refreshes the list to include any updates that have occurred |
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Filter the list to show a different selection |
Comms centre
All communications that have been sent or received for the Support assessment are displayed here. By default communications sent and received in the current month are displayed.
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Item |
Details |
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Create a new message |
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Refreshes the list to include any updates that have occurred |
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Downloads a PDF of the message sent |
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Allows a draft message to edited before being sent |
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Allows the details to be viewed that were used to send the message |
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Display the messages sent and received in a specific month. The orange icon denotes draft messages that have not yet been sent |
Files
Displays all Files linked to the Case. Further details on the functionality can be found in 24. Files.
Support assessments list
The Support assessments option in the explorer displays a list of all the Support assessment records in the system.
The list can be configured to show both standard and custom fields from the Support assessment table. There are a number of special calculated fields associated with Support assessment records that can be added to lists. Details of these fields can be found in Appendix I - Special/calculated fields
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