3 Connect for counsellors, telephone counsellors and financial counsellors : Recording the Client Outcome Survey (COS) : Monitoring the Pending COS list
  
Monitoring the Pending COS list
A COS 2 is queued to the Pending COS list when a therapeutic or financial counsellor completes a COS 1 by marking its status as Complete. This menu item is only visible to Gambler’s Help Connect users from the Gambler’s Helpline. You use this list to monitor the COS 2 and 3 queue and follow up with clients.
You access the Pending COS list in the Search menu. It displays:
*A Client Name link that provides access to the COS for that client.
*COS type: indicates whether a COS 2 or 3 is due.
*Status:
*Scheduled – no follow up has been attempted
*Contact 1 – one unsuccessful attempt to obtain the survey information
*Contact 2 – two unsuccessful attempts to obtain the survey information
*Contact 3 – three unsuccessful attempts to obtain the survey information
*Completed – the client provided the required COS information
*Cancelled – the client withdrew consent or was unavailable.
*Status details: where the status of a COS is Contact, the status details show why the call was unsuccessful. You select a reason from a list of values.
*Due at: the date when you are expected to start following a client up for a COS.
When a telephone counsellor completes a COS 2, it displays on the Pending COS list as a scheduled COS 3. When you cancel a COS or complete a COS 3 it no longer displays on the Pending COS list.