One of the main reasons for logging documents in CLIFF is to track activities and actions relating to the documents. The actions may be performed by yourself or someone else in another office. In both cases you create a Referral to the office that will be performing the task.
Each Referral tracks:
The date the referral was sent
Which Office it was sent to
The action to be performed
The date the action is due (if necessary)
The date the Referral was completed
In addition, there are data fields for:
- Date received
- Status of the Referral
- Comments from the sending and receiving office
- File number
You may create as many Referrals as required, including multiple Referrals to a single Office or Referrals to multiple Offices. All Referrals that you create are listed at the bottom of the Log window, showing you at a glance which Offices have open referrals and which referrals are overdue. Each Referral that has a Due Date is assigned a State of “Active” by CLIFF.
Each Office that receives a Referral may in turn forward the Referral to other Offices, thereby creating a hierarchical chain of Referrals. In the Log window Referrals that have been forwarded are indented in the list. If an Active Referral is forwarded, CLIFF sets the state of the Referral to “Pending” and sets the state of the new Referral to “Active”. The Referral state allows you to quickly see which Office the Referral is active in.
