Audience: System Administrators only
Path: Settings → Configuration
Configure label sets used across the system (e.g., referral outcomes, issues, genders, and tags). Admins can add items, edit them, and archive/restore when no longer in use.
Categories
- Referral closed reasons – labels used when closing a referral, with an outcome (Positive or Negative) and optional “note required” status.
- Issues – the types of problem a referral can cover; also used for eligibility and filters. Supports a colour label.
- Genders – options available on client records and for eligibility rules.
- Tags – a free‑text taxonomy for browsing and filtering (e.g., in the directory).
Use Search to find items in long lists. Each list has Active and Archived tabs.
Referral closed reasons
Fields
- Label – name of the reason.
- Closure type – Positive or Negative outcome.
- Require a note with this reason – toggle.
Issues
Fields
- Name – issue label shown in the product.
- Background colour – pill colour for the issue (text is black; avoid very dark colours).
Genders
Fields
- Name – gender option shown to users (e.g., Female, Male, Prefer not to say).
Tags
Fields
- Name – tag text (used for browsing, search and filters).
Amendments and alterations
Follow this guidance to make changes to your configuration settings.
1) Add a new item
- Choose the category from the dropdown (i.e. ‘Referral Closed Reasons’).
- Click + Add new.
- Complete the fields → Save.
2) Edit an item
- Click a row to open, update fields, then Save.
3) Archive or Restore an item
- From Active, open row ellipsis (⋮) → Archive.
- From Archived, ellipsis (⋮) → Restore.
Notes
- Archiving removes items from selection lists but keeps history intact.
- Restoring re‑enables an item without recreating it.