The configuration of an organisation determines its eligibility to receive referrals and enables its staff to effectively communicate who they are and the services they offer. Proper configuration ensures that referrals are directed appropriately and that other organisations understand the organisation’s scope and capabilities.
Staff members from organisations that have been attributed with the organisation lead or organisation manager role in system can view the organisation’s details. Administrators have the necessary permissions to view and manage all organisations within their system.
Overview
The Overview section provides a summary of the organisation’s details, including its name, capacity status, parent organisation (if applicable), location, and various contact methods along with links to its social channels, such as;
- X (Formerly Twitter)
- YouTube
- Skype
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Setting a parent organisation
An organisation can associate itself with a parent organisation to help other system users understand the relationship. This can be done by selecting “Edit Organisation Name” from the ellipsis (⋮) menu in the overview.
This is especially useful if the organisation is not widely recognised but is part of a well-known group that users are more likely to be familiar with.
Updating contact details
To modify an organisation’s contact details, click the ellipsis (⋮) menu and select “Edit Contact Details.” After making the necessary changes, click “Save” to confirm.
The process is similar for updating social media details, except the users needs to select “Edit Social Media Details” instead.
If the slide-over is opened by mistake, the user can close it by clicking “Cancel” or anywhere outside the overlay.
Updating the address
To update a organisation’s address, click the ellipsis (⋮) menu and select “Edit Address.” Make the necessary changes, then click “Save” to apply them.
If the Edit Address slide-over is opened by mistake, the user can close it by clicking “Cancel” or anywhere outside the overlay.
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Service Offer
This excerpt should provide a clear and concise summary of the organisation’s services for both other organisations and clients. As this text appears in the directory listing preview, it should effectively communicate the key offerings at a glance.
Any staff member with lead or manager permissions can update the organisation’s service offer via the ellipsis (⋮) menu.
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Criteria
These settings determine if the organisation is eligible to receive a referral based on the following criteria:
- Issues: Selecting specific issues ensures referrals align with your service offering, reducing the number of unsuitable referrals.
- Capacity: Setting a capacity prevents your organisation from receiving referrals once the limit is reached, helping manage workload and maintain service quality.
- Ages: Defining an age range ensures referrals match your client requirements, reducing inappropriate referrals.
- Local Authorities: Specifying residential areas ensures referrals align with your service area, preventing out-of-scope referrals.
- Genders: Indicating accepted genders helps ensure referrals fit your organisation’s requirements.
- Sending Organisations: Restricting senders ensures your organisation only receives referrals from approved organisations, preventing ineligible or inappropriate referrals.
If the organisation requires unique criteria, they can provide a custom excerpt outlining additional requirements. This information is displayed to users from the sending organisation to ensure they have all necessary details before making a referral.
Modifying Referral Criteria
It is recommended to “Pause referrals” while modifying the organisation criteria.
To update your organisation’s referral criteria, click the ellipsis (⋮) menu and select the relevant “Configure…” option. After making changes, click “Save” to apply them.
If criteria are already configured, the “Configure…” option will be replaced with an option to reset settings to accept all referrals.
If the Edit Client Details slide-over is opened by mistake, close it by clicking “Cancel” or anywhere outside the overlay.
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About us
The “About Us” section allows organisations to provide a detailed description of who they are and what they do.
This section can be written and edited using a basic rich text editor, which supports formatting and bulleted lists.
Any staff member with lead or manager permissions can add or update the content via the ellipsis (⋮) menu.
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