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Cranstoun Helpdesk
Book Daisy Training
Cranstoun Helpdesk
Book Daisy Training
Introduction to Daisy
Daisy - General Information
Daisy Screens
Main Case Screens
My Profile Screens
Other Screens
The Daisy Home Screen
Screen Sections
Main Menu Bar
Dashboard Menu
Case Journal
My Case Listing
My Teams Case Listing
Case Action Listing *
Available Case Action Options *
Personal Case Display *
Case Hub
Case Hub - Overview
Case Hub - Select Case Type
Case Hub - Searching for a Client
Case Hub - Matching Clients
Case Hub - Selecting a Client
Case Hub - No Match Exists
Case Hub - Save and Create Case
Client Information/Profile
Client Profile *
Client Type *
Victim Case Status Info
Victim Case Status Flow Chart *
Victim Case Actions
Update Referrer
Case Actions: General Information
Contacting the Client *
Contact Attempt *
Client Contacted *
Assessment Checklist (V) *
Adding a Case Note *
Needs Matrix *
Record a Client Need *
Case Activity v2 *
Closure Checklist *
Completing a Safe Lives Assessment *
Perpetrator Case Status Info
Perpetrator Case Status Flow Chart
Perpetrator Case Actions
Assessment Checklist (P) *
Perpetrator Initial Risk Assessment *
Perpetrator Risk Assessment *
Initial Perpetrator Evaluation *
Record Group or 1to1 Work *
Interim Perpetrator Evaluation *
Final Perpetrator Evaluation *
Adding a Case Note *
Update Referrer
Closure Checklist *
Contacting the Client *
Contact Attempt *
Client Contacted *
Needs Matrix *
Record a Client Need *
Case Activity v2 *
Case Actions: General Information
CYP Case Status Info
CYP Case Status Flow Chart *
CYP Case Actions
Adding a Case Note *
Case Actions: General Information
Usage Examples
Case Filtering from HOME page
Case Description Guidance *
Printing a Safe Lives Assessment to PDF
Overview
Victim Case Actions
Needs Matrix *
Needs Matrix *
Last updated 24 July 2025
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