A place decides which term dates a young person counts against, whose queue their work reaches and which reports they appear in. Managers and admins maintain places.
Steps
- Open the places page. The tabs are Areas, Term dates, Commissioners and Coverage.
- Under All areas, press a row to open its pop-up with counts for sessions, sign-offs, concerns and attendance.
- To add one, press Add an area, type its name, add a local authority code if you have one, and press Add area.
- Use Area settings in the pop-up to change its address, contacts and term dates.
- On Term dates, set each calendar's terms once and give the places that follow it the same calendar.
- Press Open full list to see everyone placed there. Filter with the menus and press Apply. Reset clears them.
- If a banner says people have no place, open the allocations list and give each one a place.
If it goes wrong
- A name longer than a hundred and twenty characters, or a code longer than twenty, is refused with a sentence. Shorten it.
- If a request cannot be confirmed, reload and check the list before adding the place again.
- If you cannot add or edit, you do not hold the manager or admin role. You can still read your own places.
How it links together
A place sets term dates, approver queues and report groups for each record. Commissioners link to places through contracts. Moving someone is in the transfer guide.
- Add a place
- Set term dates
- Records placed
- Reports and queues
Who sees which places
Managers, DSLs and admins see every place. A mentor sees only the places where they hold a caseload. Only managers and admins can add or change a place.
The four tabs
- Areas: the table of places, with counts for each. Pressing a row opens its pop-up.
- Term dates: a calendar is one set of term dates, and every place follows one. Everything starts on Default. Councils often publish in clusters, so two places can share a calendar.
- Commissioners: who pays for the work. A commissioner is held once for the whole service. Contracts tie a commissioner to a place.
- Coverage: who holds which place, and what nobody is holding. It explains why a countersign queue shows what it does.
What is in a place's pop-up
It opens on the people in the place. From there you can reach the place's settings, term dates, who it escalates to, who works there and its venues. It also has a way to take the place out of use, which hides it from new choices.
Why people with no place matter
A banner above the table counts people with no place, or in a place taken out of use. Such a young person is not visibly wrong anywhere else, but their term dates and reports are wrong. Pressing the banner opens the allocations list.
The list of people in one place
It shows a count, a warning when some have no mentor, and a table you can sort by name, reference, status or last session. Filter by focus area or status. A manager can add a record from here.