Date format of dd/mm/yyyy. You can type the date of birth or use the Date of birth * calendar function. Gender * Select the gender that the client identifies as from the drop down list. Add any relevant tags to the client profile for easy searching. Tags work as search filters. They are unique to your organisation and you Tags can create as many as you need. To create a tag, type in the new tag name (without spaces) and select Add. This tag will then exist for future use. As many organisations seek consent for personal information, this box is pre-ticked. Consent for organisation Where client consent is not provided or withdrawn, this box can be to collect and use personal Once creation of the client record is complete, only the Client ID will information be visible to your organisation. Refer to the Data Exchange Protocols for information on notification, consent and privacy. As many organisations ask clients whether they’re interested in future Consent for future contact surveys and research, this box is pre-ticked. for survey / research / evaluation Where clients do not wish to participate, this box can be un-ticked. A message will appear to alert you if any of these details are similar to another client record, and the matching record(s) will display at the bottom of the screen. Figure 3 Matching client record field – Select the blue triangle to expand the information to clarify if the clients are different. Figure 4 - Matching client record expanded screen If the client matches, select CLIENT MATCHES. If the client is a different person, select CONTINUE ADDING CLIENT>. The Add a client Residential address screen will display. – Step 3 Enter residential address – 5 -
Date of birth * Date format of dd/mm/yyyy. You can type the date of birth or use the calendar function. Gender * Select the gender that the client identifies as from the drop down list. Tags Add any relevant tags to the client profile for easy searching. Tags work as search filters. They are unique to your organisation and you can create as many as you need. To create a tag, type in the new tag name (without spaces) and select Add. This tag will then exist for future use. Consent for organisation to collect and use personal information As many organisations seek consent for personal information, this box is pre-ticked. Where client consent is not provided or withdrawn, this box can be Once creation of the client record is complete, only the Client ID will be visible to your organisation. Refer to the Data Exchange Protocols for information on notification, consent and privacy. Consent for future contact for survey / research / evaluation As many organisations ask clients whether they’re interested in future surveys and research, this box is pre-ticked. Where clients do not wish to participate, this box can be un-ticked. A message will appear to alert you if any of these details are similar to another client record, and the matching record(s) will display at the bottom of the screen. Figure 3 – Matching client record field Select the blue triangle to expand the information to clarify if the clients are different. Figure 4 - Matching client record expanded screen If the client matches, select CLIENT MATCHES. If the client is a different person, select CONTINUE ADDING CLIENT>. The Add a client – Residential address screen will display. Step 3 – Enter residential address 5 -
Task-card-8-Add-a-client-15.05.2017.docx