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You can download the Quick Instruction Guide by clicking on the following link:  Quick Instruction Guide (1.71 MB)
Contents
All Users
1. User Roles and Responsibilities
2. Editing your details/changing your password (all users)
3. Contacting other users (all users)
4. Sending a message (all users)
5. Searching for an existing referral (all users)
6. See latest referral changes (all users)
FORT Referral System
7. Creating a Referral (Referrer)
8. Attaching a file (Referrer)
9. Saving a Draft Referral (Referrer)
10. Dealing with a Rejected Referral (Referrer)
11. Closing a Referral (Referrer)
12. Handling an Incoming Referral (Handler)
13. Closing a Referral (Handler)
14. Accepting a Referral (P.O.C.)
15. Rejecting a Referral (P.O.C)
16. Assigning a Referral (P.O.C.)
17. Adding a User (P.O.C.)
18. Editing/Viewing Users (P.O.C.)
19. Generating Reports (P.O.C.)
20. Using the Logs (P.O.C.)
21. Exporting Referrals (P.O.C.)
FORT CRMS
22. Searching for a client (CRMS users only)
23. Adding a new client (CRMS users only)
24. Archiving clients (CRMS users only)
25. Editing clients' details (CRMS users only)
26. Editing clients' core details: Non-lead organisations (CRMS users only)
27. Accepting/Rejecting core details change requests: Lead organisations (CRMS users only)
28. Making a referral via the CRMS (CRMS users only)
29. Adding a client communication (CRMS users only)
30. Generating a CRMS report (P.O.C. with CRMS access only)
31. Generating an individual client report (P.O.C. with CRMS access only)
32. Giving users CRMS access (P.O.C. CRMS users only)
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