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.