Record Assistance Provided

The Emergency Relief Assistance provided record contains detailed information relating to the assistance provided to a particular client.

Each assistance record is linked to an Emergency Relief record for a client.

Both paid and voluntary staff are able to track all emergency relief provided to clients. Staff are able to record a wide range of emergency assistance types, can manage a wide range of additional data, and record the frequency of individual client services.

Instructions

Step 1. Log into your CRM database (refer to Logging On for further information).

Tip: If you are currently in the Emergency Relief 
record you wish to update, skip to step 6. 

 

Step 2. Search for the required Client.

If the client you need does not exist in your database, create a new client.

 

Step 3. Open the Client record

Client Record

 

Step 4. Scroll to the Emergency Relief sub-panel

Emergency Relief Sub-panel

 

Step 5. Select the required Emergency Relief record.

If no record exists, refer to the Record Emergency Relief Information article for instructions.

Emergency Relief record created

 

Step 6. Scroll to the Assistance Provided sub-panel

Assistance Provided sub-panel

 

Step 7. Click Create

The Assistance Provided fields are displayed

Assistance Provided

 

Step 8. Enter the required information

  • Assistance Date:
    • defaults to current date, edit the date is required when entering past assistance
  • Site:
    • Defaults to the current user’s site, select a different site if required
  • Assistance Type:
    • Select the appropriate assistance type from the dropdown list
  • Funding Source:
    • Select the appropriate funding source from the dropdown list
  • Value:
    • Enter the approximate or exact value of the assistance
  • Voucher Code:
    • If a voucher has been provided, enter the related voucher code
  • Notes:
    • Enter any notes related to the assistance

 

Assistance details entered

 

Step 9. When all required details are entered, click Save

The assistance details are saved and related to the Emergency Relief record.

Emergency Relief Assistance

 

Step 10. Repeat Steps 7 – 9 for all assistance provided.

It is important to record every item of assistance provided to the client to ensure the organisation’s records are complete.

For example, if the client has received a food parcel and a Telstra voucher, two separate Assistance Provided records must be created: one for the food parcel, and another for the Telstra voucher.

 

Tip: It is not necessary to use the $ symbol in the 
Value field.

 

 

Further Information

For further information, refer to the following articles:

 

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