Settlement Plans / Tasks and Referrals
Learn about the Settlement Plans / Tasks and Referrals report. This report is available to all staff.
Click on the My Reports link in the Reporting section of the sidebar to access the Settlement Plans / Tasks and Referrals report.
This report displays a summary of the settlement plans, tasks and referrals.
Please note: This report shows how each staff marking their Settlement/Action Plans. "Total Plans Created" column includes all plans regardless of whether or not a "Managed By" option was selected by staff. Funders and programs are related to the Service Form that was used to create the Plan.
For information on the Filter Fields, click on Report Filter Fields.
A Settlement Plans / Tasks and Referrals report