Community education cases for schools or sporting clubs

When you create a new community education case for a school or sporting club you might need to create an organisation record for the school or club. If the school or sporting club is already recorded in Gambler’s Help Connect you can run a search for the organisation record and start a new case. If the organisation is not recorded in Gambler’s Help Connect you will need to create the organisation record before starting the new case.

2 In the search field enter your search term and then click $C:\Users\Bill\Documents\Business Systems\GHC Training\2016 Update\Graphics\searchb.png$ .
Organisations matching your search terms display in the list.

3 When you are satisfied there is no organisation record for the school click $C:\Users\Bill\Documents\Business Systems\GHC Training\2016 Update\Graphics\addorgbutton.png$ .
The Organisation Details page displays.

$C:\Users\Bill\Documents\Business Systems\GHC Training\2016 Update\Graphics\Orgdetails blank.png$

5 In the Organisation Type field $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ select School.
The School Contacts section of the page expands to display extra fields relating to a school record.

$C:\Users\Bill\Documents\Business Systems\GHC Training\2016 Update\Graphics\orgdetails school.png$

6 In the Organisation Category field $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ select the category.

In the Search Postcode/Suburb field enter the first few letters of the name of the suburb or town, or the postcode, and the field returns a list of matching locations.

If there is more than one contact, enter the details of the second (and subsequent contacts) in the Notes section of the Organisation record.

9 Click $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\savcloseb.jpg$ .
The Organisations list displays with your new organisation displayed at the top of the list ready for you to start the new case.

3 When you are satisfied there is no organisation record for the sporting club click $C:\Users\Bill\Documents\Business Systems\GHC Training\2016 Update\Graphics\addorgbutton.png$ .
The Organisation Details page displays.

5 In the Organisation Type field $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ select Sporting Club.
The Sporting Club Contacts section of the page expands to display extra fields relating to a sporting club record.

$C:\Users\Bill\Documents\Business Systems\GHC Training\2016 Update\Graphics\orgdetails sclub.png$

6 In the Organisation Category field $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ select the category.

If the sport isn’t on the category list select Other. When you do this a free text field displays in which you can enter the sport.

In the Search Postcode/Suburb field enter the first few letters of the name of the suburb or town, or the postcode, and the field returns a list of matching locations.

8 In the Sporting Club Contacts section enter the contact details in the relevant fields.

If there is more than one contact, enter the details of the second (and subsequent contacts) in the Notes section of the Organisation record.

You start with an organisation search:

$C:\Users\Bill\Documents\Business Systems\GHC Training\2016 Update\Graphics\orglist1.png$

3 Click the Name link for the organisation for which you want to create a new community education case.
The organisation record displays in view mode.

$C:\Users\Bill\Documents\Business Systems\GHC Training\2016 Update\Graphics\Orgdetails view.png$

You can add descriptive or explanatory notes, about an organisation, separate from any case notes you might make if desired. Click

in the Notes section to open the notes page for the organisation.

$C:\Users\Bill\Documents\Business Systems\GHC Training\2016 Update\Graphics\CE create new case.png$

4 In the Create Case section, click + As Organisation for community education as illustrated above.
The New Case page opens with the organisation name displayed in the Organisations field.

$C:\Users\Bill\Documents\Business Systems\GHC Training\2016 Update\Graphics\CE new caseSC.png$

In the Case Type field, $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ select the case type.

In the Agency field, $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ select your agency.

In the Primary CE Worker field $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ select the community education worker who will have primary carriage of the case.

IF required, $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ select a secondary community education worker.

7 In the Status section, in the Stage field, $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ select In Progress.

8 Click $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\savcloseb.jpg$ .
The case record displays in view mode. You can start recording activities against the case.

$C:\Users\Bill\Documents\Business Systems\GHC Training\2016 Update\Graphics\CE case record details page SC.png$