Situation:

A referral needs to be approved by the manager of the referring department (Office A) before it can be processed by the department that normally services the referral (Office B).

Solution:

1. Route the referrals directly to the manager of the referring branch/office/department. In other words if the referral is originating from Office A, then the employee needs to send the referral to Office A instead of Office B. Set up the product for manager gatekeeper so that the manager of Office A will be the only person that can take action on the referral after it is initially sent.

2. Have the manager of Office A review the referral, and if its approved, the
manager of Office A will Re-Route the referral to the correct office that services the referral (Office B).

The best way to do that right now would be to setup a special department with just that one employee and make that employee the manager of this department. Setup the product with Manager Gatekeeper = Y and map the product only to this new department. Referral Trak will have a new Product Group reporting facility that will allow reports to be pulled based on groupings of products independent of Product Categories. This means that you can split up the products across multiple virtual departments without affecting your ability to generate aggregated or correct product-driven reports.

Can I just put the branch telephone number for where they work?

Yes, not every person needs to have a phone number. Inputting the branch or department phone number is fine.

Refer to the Security section of this site for a good overview of all security-related topics. Here is a link to the password requirements section:

Password Requirements

Can I put a generic one for some or their branch manager's address?

Yes -- whatever email addresses you enter will be used for Referral notifications. So its important that your employees that receive referrals have correct email addresses. If you are using Service Center you will also want to enter email addresses for your users. Remember users can use the My Profile tool to edit and add their own email addresses at a later date.

Each user needs to have an account, but you can make all user names unique and all passwords the same. The only caveat is the lack of security with this solution.

For this reason, we recommend that Program Administrators and employees have unique user names and passwords. Users that only have the "Create Referral" feature can have a simpler solution, with a unique user name and the same password.

Program Administrators can setup generic passwords and then ask employees to change their passwords using the "My Profile" link.

Job Titles can be left blank if your organization does not find them useful. They will be used on certain screens where it is useful to supply additional information about the person that will be receiving the referral.

Yes, you can assign points instead of dollars. This is under the Org Acount configuration section in the admin tools.

Yes -- Referral Trak allows a the system admin to set a global switch for your entire organization that determines whether points or dollars are show in reports and on status screens. The actual data that is stored in the system does not vary - its just a number and this feature setting controls the label applied to the number, not the actual number. We suggest leaving the default set at points for your organization. You can then apply your own formula to convert points to dollars as part of your payroll or bonus process.

Note: In this example the 3rd party will be called ACME Experts.