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  • Cranstoun Helpdesk
  • Book Daisy Training
Logo Daisy (iiZuka) Documentation Logo Daisy (iiZuka) Documentation
  • Cranstoun Helpdesk
  • Book Daisy Training
  • Introduction to Daisy
    • Daisy - General Information
  • Daisy Screens
    • Home Screen
    • My Cases *
    • My Teams Cases
    • My Team's Case Actions *
    • My Case Actions *
  • Screen Elements
    • Main Menu Bar
    • Dashboard Menu
    • Case Listing
    • Case Journal
  • Usage Examples
    • Case Filtering
  • Case Actions
    • General Case Actions
    • Victim Specific Case Actions
    • Perpetrator Specific Case Actions
    • Case Actions: General Information
  • Case Status Information
    • Perpetrator Case Statuses
    • Victim Case Statuses *
    • CYP Case Statuses *
  1. Overview
  2. Case Actions
  3. General Case Actions

General Case Actions

  • Update Referrer

    When a referral is entered into Daisy, we must ensure that the referrer gets confirmation that it has been received by Cranstoun and processed. Once the case has been created, we must confirm that this notification has been sent to progress the case to th ...

  • Contacting the Client *

    This article has not yet been written

  • Contact Attempt *

  • Client Contacted *

  • Adding a Case Note *

    This article has not yet been written

  • Record Group or 1to1 Work *

  • Needs Matrix *

  • Record a Client Need *

  • Closure Checklist *

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  • Daisy System