NB - This is for Scheme Administrators and Activity Administrators only

Recurring tasks drive the work flow. For help setting these up, please contact the helpdesk.


  1. Click Manage Tasks.
  2. Click New Task.
  3. Complete the fields. Pay particular attention to the Event. 
  4. To enable the recording of the outcome, select Enable outcome status
  5. Click Save

For an explanation of what each event means, please see below.

Event

Explanation

Activity session cancelled

Triggered by a session being cancelled

Booking request accepted

Trigged by a booking request being accepted (when booking a session)

Booking request rejected

Trigged by a booking request being rejected (when booking a session)

Change of referral ownership

Triggered by the owner of the referral being changed.

Client has attended a number of sessions of the same activity

Triggered once a number of session attendances of the same activity have been recorded

Client has attended a number of sessions of the same activity classification

Triggered once a number of session attendances of the same activity type (activity or follow up for example) have been recorded

Client record edited by another Scheme Provider

Triggered when the referral recorded is edited by another scheme on Refer-all

Client set to contactable for this referral

Triggered when the “Do not contact” time period has passed

Client set to non-contactable for this referral

Notified that the “Due not contact” status has commenced

Invalid incoming text message received

Content within the incoming text message is not processed by the text message provider

New referral

Triggered once a referral is added onto the system

No further onward referrals are active for this referral

All subsequent onward referrals have been set to a terminal state (not participating, completed or left early).

Number of days after referral

Triggered by x number of days after the referral was added to Refer-all

Number of days after authorisation rejected

Triggered by x number of days after the authorisation was rejected referral

Number of days after referral authorised

Triggered by x number of days after the referral was authorised

Number of days after referral set to Completed

Triggered by x number of days after the referral was set to completed

Number of days after referral set to Intends to Participate

Triggered by x number of days after the referral was set to intends to participate

Number of days after referral set to Left Early

Triggered by x number of days after the referral was set to left early

Number of days after referral set to Not Participating

Triggered by x number of days after the referral was set to not participating

Number of days after referral set to Participating

Triggered by x number of days after the referral was set to participating

Number of days after set to Completed and Questionnaire has not been completed

Triggered by x number of days after the referral was set to completed but with no questionnaire completed

Number of days after referral set to Participating and Questionnaire has not been completed

Triggered by x number of days after the referral was set to participating but with no questionnaire completed

Number of days with no Activity Diary entry when referral is in Participating status

Triggered by x number of days of no activity attendance data in the activity diary

Number of days with no booking for given activity type when referral is in Participating status

Triggered by x number of days of no booking when in participating status

Onward referral status set to Completed

Triggered by onward referral set to completed

Onward referral status set to Left Early

Triggered by onward referral set to left early

Onward referral status set to Not Participating

Triggered by onward referral set to not participating

Onward referral status set to Referred

Triggered by onward referral set to referred

Original referral request data has been updated

Information in the self referral section has been updated

Patient failed to attend an activity session

Questionnaire completed

Questionnaire completed

Triggered by the completion of a questionnaire

Questionnaire edited by a Health Professional

Triggered by a questionnaire being changed by the referring health professional

Questionnaire edited by a Scheme Administrator

Triggered by a questionnaire being changed by a scheme administrator

Questionnaire not completed

Triggered by a questionnaire not being completed

Referral authorisation

Referral authorised

Referral authorisation rejected

Referral authorisation rejected

Referral has been cross-referred to another service

Triggered by the referral being referred to another service at the same time

Referral status set to Completed

Triggered by the referral status being changed to completed

Referral status set to Left Early

Triggered by the referral status being changed to left early

Text message send failed

Text message did not send

Text messaging disabled

Text messaging has been disabled

User generated referral task

Tasks that can be manually added by a scheme administrator and not triggered by the system

Valid incoming text message received

Text message has been received