Beneficiary Database

Beneficiary Notes and History

Record history in the system by the use of notes. Notes can be as simple and just a text input field. Custom note types can include user defined fields.

An example of a user defined note, is a counselling note, with the following fields:

  • Date
  • Provided By (In house, External)
  • Type (New, Follow-up, Referral)
  • Details (Text Area)
  • Follow Up Date

In this example a task would be automatically created for the follow up.

Capturing notes against a beneficiary, gives a full history for them. Extract the spreadsheet later, for a date range, by note type.

Some notes are more complicated and require a full page note. Examples include surveys and questionnaires.