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Service referral data entry takes place in the following sections:
Below is an alphabetical list of the fields and options located on each of these sections. To jump directly to the information for a specific field or option, press <Ctrl+F> to access your browser's search field and enter the name of the field/option in question.
NOTE: A gear icon 
next to a field or option indicates that it is optional (and therefore may not be displayed in your AWARDS database), and/or that some aspect of the field/option (such as its label or the contents of drop-down selection lists) can be adjusted. To request a change related to one of these configurable fields/options, please contact the Help Desk for assistance.
Disposition Date
In this field, record the service referral's disposition date; the default value is today's date. When making date changes, use mm/dd/yyyy format, or select the date using the available date picker drop-down.
NOTE: The label of this field is configurable; as a result, it may have a different name in your agency's AWARDS database.
Disposition Status
Click this drop-down arrow and select the service referral's disposition status.
NOTE: The label of this option is configurable; as a result, it may have a different name in your agency's AWARDS database.
Follow-Up Date
In this field, record a follow-up date for the service referral using mm/dd/yyyy format, or select the date using the available date picker drop-down.
NOTE: This field is optional and can be turned on/off at the program level.
Placement Outcome
Click this drop-down arrow and select the service referral's placement outcome. The default selection options are "Successful and "Unsuccessful;" however, the list contents are configurable and may vary in your AWARDS database.
NOTE: This selection list is optional and can be turned on/off at the program level.
Purpose/Need
Click this drop-down arrow and select the purpose or need for the service referral. The contents of the selection list are configurable; however, in all instances if "Other" is an option on the list and it is chosen during data entry, a corresponding Other text box is made available on the page and an entry there is required.
NOTE: The label of this option is configurable; as a result, it may have a different name in your agency's AWARDS database.
Referral Date
In this field, record the date of the service referral; the default value is today's date. When making date changes, use mm/dd/yyyy format, or select the date using the available date picker drop-down.
Referred To | Contact
The Referred To field searches those agencies specified for inclusion as Outgoing Service Referral options in the Referral Agencies module. To begin a search, type the first few letters of the agency's name or street address; partial matches are displayed in a list below the field. Continue typing in the search field until the appropriate agency is displayed in the results, and then click it.
Once an agency has been selected, the Contact drop-down list is automatically refreshed to reflect those contacts saved for that agency (within the Referral Agencies module), along with an "Unknown" option. Click this drop-down arrow and select the contact name for the service referral being worked on.
TIP: New referring agencies and contacts cannot be added from within a service referral record. If it is necessary to have an addition made and you do not have access to the Referral Agencies module, contact your local Help Desk team for assistance; they can assist you or put you in touch with someone with the necessary access.
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IMPORTANT! When working with notes on service referrals, only the note writer can edit or delete an existing note.
Note
In this text box, type or make changes to a tracking note for the service referral, if needed.
NOTE: This information can only be edited by the user who originally entered the note.
Note Date
In this field, type or make changes to the date of the note using mm/dd/yyyy format, or select the date using the available date picker drop-down.
NOTE: This information can only be edited by the user who originally entered the note.
Note Writer
This value is read-only and will reflect your name when creating a new note, or the name of the worker who originally entered the note if working with an existing note.
Status
Click this drop-down arrow and select the note's disposition status.
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