Handling Enquiries

Once the EOI is complete, the enquiry is ready to be handed over to the Local Authority for further processing. There are two different ways this can be done, so check with your team which method you use.

Both methods use a new task, which you can create from the Tasks tab, in exactly the same way as creating the EOI task.

Referring to the LA Task

To refer the enquiry to the LA, create a "Refer to LA" task:

Step two in creating the task will ask you who the task needs to be assigned to. The "Group" drop-down lists local authorities:

The "User" drop-down lets you pick a specific user, or "All users in group" so that anyone in the group can work on the task.

The third step in creating the task lets you enter a title and description of the task. You MUST also check the box next to the EOI PDF so it gets included in the task and is available to the person from the local authority to view:

Completing the Task

Tasks are listed in the "Referrals" article, which is secured to the FOSTERING-PARTNERS user group.

The task should be completed by a user in the relevant LA group. The user needs to download the PDF and complete the task with a suitable response.

When the task is completed, the following happens automatically:

• The SLA for check in 1 is set
• The status changes to "Referred to LA"
• The stage changes to "Referred to LA"
• A new row is added to the custom database tables - see Local Authority Updates and CSV Exporter for more information about how records are kept

Using SharePoint - Authority Notification Task

If your team uses Microsoft SharePoint to share documents, download the PDF generated by the EOI task and move it into the relevant SharePoint directory.

Next, create and use the "Authority Notification" task to generate an email that will be sent to the LA. The email includes some headline information about the application and the location details for the EOI PDF in SharePoint.

Once this email is sent, the case is automatically moved to the "Referred to LA" stage.