There are many fields that are linked to functionality within the CPIMS+. This guidance is meant to support you in understanding how some of those transitions work. Please note that the wording varies according to implementation.
- Type of response (service_response_type) - this is used in the status bar. Once a case worker adds a services subform, it will move the workflow status bar to “Service Provision”
. - Type of service (service_type) - the case worker must select the type of referral they are sending. This will ensure the correct partners are showing under “Implementing Agency” and “Service Provider Name”
. - Type of referral (service_referral) - this indicates if the case worker is sending to another Primero user (internal) or someone not using the system (external)
. - Implementing Agency (service_implementing_agency) - the agency providing the service (these are agencies using Primero)
. - Service delivery location (service_delivery_location) - the location of the user (based on the user profile) providing the service (these are the agencies using Primero). Once a location is selected, only users in this location will show in “Service Provider Name”
. - Service Provider name (service_implementing_agency_individual) - the user name of the user (based on the user profile) providing the service (these are users using Primero)
. - Referred? (service_status_referred) - if you select “Refer”, this is automatically checked. You can see this at 3:00: https://youtu.be/0a9Gy1aCsOU?si=qztSB4cVzWl271BF
. - Is this a referral to an external system/user? (service_external_referral) - If this referral is to someone not using Primero, select this check box
. - Service Provider (service_provider) - user can type in the service provider name (if external to Primero)
. - Implementing agency (service_implementing_agency_external) - user can type in the service provider agency (if external to Primero)
. - Service location (service_location) - user can type in the service provider location (if external to Primero)
. - Implementation details (service_implemented_header) - just a separator which the referral completion fields display under
. - Service implemented (service_implemented) - is autocompleted once the service is completed and the date is entered under “Service Completed Date”
. - Service completed (service_implemented_day_time) - the date the service was provided. When all service subforms are completed, then the status bar will move to the step “Service Implemented”
. - Notes on the referral from provider (note_on_referral_from_provider) - when the case worker marks the referral as “done” they will fill out a “Notes” section on the referral text box. You can see this at 5:33: https://youtu.be/0a9Gy1aCsOU?si=_d5N7eBod6U-Zffh&t=333