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Handling Enquiries

Initial Contact

At this stage, a member of the central fostering team has opened the new enquiry case and attempts to make contact with the enquirer.

Click on the task button to start working on it:

Open a Case
 

Next, find and open the "Additional" tab. It displays a summary of the actions that have been taken so far:

Additional Tab
 

To record a contact or make an update, press the "Add additional details" button, then pick which part you'd like to update:

Adding Additional Information
 

Recording a contact lets you enter:

  • Type of contact
  • Date of contact
  • Contact success
  • Who made contact
  • The outcome

If contact was successful you can record what the enquirer would like to do next:

Next Step
 

Multiple contact records can be added over time:

Adding Additional Contact Records
 

Successful Contacts

Once successful contact is made, the case SLA is cleared. The three possible outcomes of a successful contact are:

  • Keep open to re-contact - The case status will change to "Ongoing contact"
  • Not interested at this time - The case status will change to "First contact made"
  • Ready to progress - The case status will change to "First contact made"

If an attempt to contact the enquirer was unsuccessful, and you want a reminder to contact again, go to the main Case Details screen and set a new completion target.

The enquiry case will stay at this stage, and in the list of initial contacts, until the Expression of Interest task is started.

Last modified on May 17, 2024

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