Settlement Services
Settlement Services Overview
Settlement Services module allows for managing services to refugee and new arrival individuals and families. The module provides functions for...
Create a Settlement Services record
The CRM database Settlement Services functionality is tailored to each organisation. Your Settlement Services pages may have a slightly different...
Create a Settlement Services session
Settlement Services session activities are raised against a Settlement Services Casefile until the case is closed. Settlement Services functionality tracks...
Session Attendance – Named Attendee
Sessions can be created for a number of different activities in your database. The Session may be related to Financial Counselling,...
Add a Document
Documents connected to a client’s history, or to specific interactions with a client, can be uploaded against specific clients, contacts...
Close a Settlement Services Record – Client Exit
When a client leaves a Settlement service, their Settlement Services record must be amended to reflect the fact. Instructions Step...
Settlement Services – Statistics Report
The Settlement Services Statistics Report provides a range of statistics to help you better manage your organisation’s services Instructions Step 1. Select Reports from...