Referrals

Referral reports

Referrals Sent

Referrals sent reports

Referrals Received

Referrals Received Report

Referral Slip

If your office forwards original documents (such as correspondence) to others for further action, you may want to attach a Referral Slip that provides details about the document as it is logged in CLIFF.

To print a referral slip

Referral slips are printed from a current selection of Logs or Referrals. If printing a selection of Referrals, CLIFF will print the corresponding Logs.

  1. From the Report menu, choose Referral Slip. Note that clicking on the Log Tool Bar will also display this print option. CLIFF displays the following window:


  2. Select the records to print.
    You can print the current selection, or Logs entered with today’s
    date in Date Received.
  3. Select a Report Format to use:
    • Brief - Prints the basic Log information, two to a page.
    • Detailed - Prints all the information in the Log including the notes and Referrals.
  4. Click Continue.
    CLIFF will build the report and display it in a window for you to preview. At the top of the print preview window you will have the following options available to you:


    • Print - will invoke your web browser's printer interface. The window and options displayed will depend on your default printer specification. From the printer window you should be able to select the Page Setup which will allow you to choose between Landscape or Portrait layouts. The browser will automatically format the data to suit the selected layout. The browser option for page header and footer may not be available from the displayed printer interface. You may defined these from the browser's Page Setup menu.
    • Close Window - close the Report window.

    NOTE: If you are printing the Referral Slip from the Log window, the Log information will be edited to ensure all the mandatory fields are completed.

    5. Active Days

    Referrals with a Due Date are automatically assigned a State to show if they are Active in an Office or Pending the action of another Office. Active Referrals become Pending when they are forwarded to another Office. CLIFF tracks how many days a Referral is Active.

    To Generate a Report of Active Days for Referrals

    1. Choose Active Days from the Report menu.
      CLIFF displays the following window.


      If you had pre-selected Logs or Referrals, the option Show Active Days for Referrals in: will show “Current Selection of ...”. If a current selection of records did not exist, CLIFF will default to "Referrals Sent by this Office". You may choose any of the options in the drop down menu. If none of the options meet your needs, you may create a selection of Logs or Referrals before selecting to run the Active report.

    2. You may refine your report by selecting only the Log Types or Log Actions you want. Click the appropriate checkbox above the list, and then click the entries in the list you want the report restricted to.
    3. You may also select the Office to report on. The options are based on Groups, Logging Office, or the referred Office. Click on the list you wish to use, and then click the entries in the list.
    4. By default CLIFF will include Completed Referrals, Active Referrals, and Pending Referrals. You may omit any of these by clicking the appropriate checkbox.
    5. Click Continue to submit the report.
      A report similar to the following will be displayed.