Once you have set up your organisation’s outcomes these can be assigned to a client or a whānau to track outcomes against records within Noted.
Assigning Outcomes to clients:
Edit the client you would like to assign Outcomes to or create a new client
Select Outcome tracking from the left
Assign the appropriate outcome or outcomes to the client by clicking the + symbol next to the Outcome
Select the Outcome reason, and amend the date if required
Click Finish to save changes
Assigning Outcomes to Whānau
Edit the whānau you would like to assign outcomes to or create a new whānau
Select Outcome tracking from the left
Assign the appropriate outcome or outcomes to the client by clicking the + symbol next to the outcome
Select the outcome reason, and amend the date if required
Tip: To remove an outcome from a client or whānau, simply click the ‘x’ next to the relevant outcome when editing the client/whānau. Select the reason for removing your outcome and amend the date if required.
Adding Outcomes to client records:
When creating or editing records you can easily add outcomes from your predetermined list. If you cannot see the outcomes you are expecting to see listed, check that all the appropriate outcomes have been added to this client by editing their details and navigating to outcome tracking.
To assign an Outcome to a record:
Create or edit an existing record
Select the appropriate outcome for the list under Outcome tracking
Enter the rest of the record’s information and when finished click Save and review