1 - FAQ's

Referral name in red/ Mark Important
NB - This is for scheme administrators and activity administrators only If you see a referral with a red name, there is an important note regardi...
Wed, 13 Jul, 2016 at 11:28 AM
Change Request Process
NB - This is for Scheme Administrators and Activity Administrators only. NB - This is to request a change to the system. Not for changing passwords etc. T...
Thu, 1 Aug, 2019 at 12:12 PM
How do I set up automated text messages linked to a new or existing activity?
If you want to have text messages linked to an activity sent out, you must have the text messages enabled. If text messages have not been enabled, p...
Wed, 13 Jul, 2016 at 11:47 AM
Questionnaire not appearing for referral
NB - This is for Scheme Administrators and Activity Administrators only If you have a questionnaire that has not appeared for a referral, the probab...
Tue, 12 Jul, 2016 at 10:49 AM
Add a new owner
NB - This is for Scheme Administrators and Activity Administrators only As a Scheme Administrator you may need to request adding a new owner to your...
Wed, 13 Jul, 2016 at 11:51 AM
Assign or Change Owner
NB - This is for Scheme Administrators and Activity Administrators only There are two methods. Method 1: This task is performed within the client’...
Tue, 12 Jul, 2016 at 10:52 AM
Find contact details for an organisation
NB - This is for Scheme Administrators and Activity Administrators only If you need to contact someone from a different referral organisation follow...
Wed, 13 Jul, 2016 at 11:53 AM
Icon missing on the toolbar
As a Scheme Administrator you may need to request adding a new owner to your scheme. To raise an icon missing on your tool bar you need to complete a he...
Tue, 12 Jul, 2016 at 10:54 AM
Service Summary
NB - This is for Scheme Administrators and Activity Administrators only The service summary provides a snapshot view of the performance of the service. Th...
Tue, 12 Jul, 2016 at 10:54 AM
Can we print blank questionnaires?
Go to the Schemes icon on the Dashboard  Select the Scheme you are interested in Scroll down to the questionnaires and click Preview next to the one you...
Thu, 19 Sep, 2019 at 4:15 PM