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Settlement Plans / Tasks and Referrals


Learn about the Settlement Plans / Tasks and Referrals report. This report is available to all staff.

Start Here

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.

Filter Fields

For information on the Filter Fields, click on Report Filter Fields

A Settlement Plans / Tasks and Referrals report



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Related articles Tasks and Referrals
Tasks / Referrals and Building a Settlement/Action Plan
Reports Available to All Staff
Article details
Article ID: 94
Category: Miscellaneous Reports
Date added: 2016-08-23 15:24:28
Views: 225
Rating (Votes): Article not rated yet (0)

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