Get organised with your Referrals
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      1. ReferAll Help Centre
      2. Get organised with your Referrals

      User & Event-Based Tasks

      This will explain the different types of tasks available to the user.

      Task Name Description
      Activity Session Cancelled

      Will create a task on the Dashboard when a session has been cancelled.

      This does not notify when a user's booking on a session has been cancelled.
      Assessment Failed

      This will create a Dashboard task when a participant has failed their 'Pass / Fail Assessment' more can be read on these assessments here:

      Additionally, this requires a value of 'Number of days after event', this cannot be '0' and will only be able to display at least one day after this has occurred.
      Assessment Failed

      This will create a Dashboard task when a participant has passed their 'Pass / Fail Assessment' more can be read on these assessments here:

      Additionally, this requires a value of 'Number of days after event', this cannot be '0' and will only be able to display at least one day after this has occurred.
      Auto assign a task when adding an activity

      This task will generate when a participant has been assigned any activity.
      Booking request accepted

      Whenever a participant is booked on to a new session and the session is not at its capacity or there is no duplicate session, this task will generate on the dashboard.
      Booking request rejected

      This will only work if you are using the 'MyReferAll' system, when a participants request to attend a session has been denied, this will generate a task on the dashboard.
      Change of Referral Ownership

      This will create a task on the dashboard when a user has been assigned to a referral from the referral record, or the person assigned to the referral is changed.
      Client has attended a number of sessions of the same activity

      When a participant has attended a specific number of sessions, this will raise a dashboard task.

      You can set the number of attendances required before this task will fire through the settings.
      Client has attended a number of sessions of the same activity classification

      When a participant has attended a specific number of sessions which all are assigned the same classification, this will raise a dashboard task.

      You can set the number of attendances required before this task will fire through the settings.

      The activity classification can be set for a task through the activities configuration page.