The Referral tab in the Participant Programme Summary shows various details relating to the participant’s referral to your organisation. The following details are shown, though any fields which have not yet been completed will not appear:

• Signing Day 

• Referral Date

• Release Date

• Claim Cycle

• Claim Pattern

• Childcare

• Mental Health or Learning Difficulty

• Potentially Violent

• Mandatory Work Related Activity (MWRA) Status

• Safeguarding

• Current Safeguarding

• Multi-Agency Public Protection Arrangement (MAPPA)

• Customer Type

Open

Editing Referral Information

Selecting Edit will open a window where you can edit the following details. Any fields you complete here will then be shown in the tab after saving.

• Signing Day – Here you can choose a day of the week from the drop-down menu.

• Referral Date – Selecting this field will open a calendar date selector.

• Release Date – Selecting this field will open a calendar date selector.

• Claim Cycle – Here you can specify how frequently claims are paid.

• Claim Pattern

• Childcare

• Mental Health or Learning Difficulty

• Potentially Violent

• Mandatory Work Related Activity (MWRA) Status – Here you can specify whether MWRA is Required, Not Required or Completed.

• Safeguarding

• Current Safeguarding

• Multi-Agency Public Protection Arrangement (MAPPA)

• Customer Type – Here you can indicate whether the participant is Mandatory or not.

Open

Once you have finished, select Save to confirm your changes or Cancel to discard them.