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CONTENTS
All Users
1. User Roles and Responsibilities
2. Editing your details/changing your password (all users)
3. Contacting other users (all users)
4. Sending a message (all users)
5. Searching for an existing referral (all users)
6. See latest referral changes (all users)
FORT Referral System
7. Creating a Referral (Referrer)
8. Dealing with a Rejected Referral (Referrer)
9. Closing a Referral (Referrer)
10. Handling an Incoming Referral (Handler)
11. Closing a Referral (Handler)
12. Accepting a Referral (P.O.C.)
13. Rejecting a Referral (P.O.C)
14. Assigning a Referral (P.O.C.)
15. Adding a User (P.O.C.)
16. Editing/Viewing Users (P.O.C.)
17. Generating Reports (P.O.C.)
18. Using the Logs (P.O.C)
FORT CRMS
19. Searching for a client (CRMS users only)
20. Adding a new client (CRMS users only)
21. Archiving clients (CRMS users only)
22. Editing clients' details (CRMS users only)
23. Editing clients' core details: Non-lead organisations (CRMS users only)
24. Accepting/Rejecting core details change requests: Lead organisations (CRMS users only)
25. Making a referral via the CRMS (CRMS users only)
26. Adding a client communication (CRMS users only)
27. Generating a CRMS report (P.O.C. with CRMS access only)
28. Generating an individual client report (P.O.C. with CRMS access only)
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