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Exporting Referrals PDF Print E-mail

 

To access the Referral Export facility you must be set up as a Point of Contact

 

1.  Login to FORT and select Points of Contact from the main menu

 

2.  Click the green "View" link under the Reports section (near the bottom of the screen)

 

3. Under the "Date Range" section select the dates you would like the report to cover.  If you do not select any specific dates, the system will generate a covering the last 30 days.

 

4. Scroll down to the Export Referral section (near the bottom of the screen).

 

5. Select whether you would like to export incoming and/or outgoing referrals by ticking the appropriate box(es).

 

6. Input an appropriate file name in the "File Name" field (e.g. Incoming Referrals Q3)

 

6.  Click the green "Generate Report" button

 

7.  A dialogue box will appear to allowing you to either open the report or to save the file.  Select the option you prefer.

 

The report is generated as an Excel document--this is to allow users to manipulate the data in a way that will meet their own reporting requirements.

 

Please note that the Export Referral facility was implemented in February 2011.  Data for January 2011 or earlier may not be available.


Please also note that, in accordance with the Fife Rights Forum Information-Sharing Protocols, export referral information is retained on the FORT for six years from the date the referral episode was closed or identified as inactive by the Fife Rights Forum Data Controller and/or Systems Administrator.