ReferralQ Resource Capacity

ReferralQ Resource Capacity

What is ReferralQ Resource Capacity?

Resource Capacity allows Resource Editors and Provider Portal users to share with your ReferralQ Dashboard users and viewers of your Resource Records how many referrals the Resource/Provider can serve. For example, the Provider may only have the capacity to take on 3 new cases this week, to schedule 5 donation pickups, or have 25 beds available at their shelter. By updating the Resource Capacity, referrals can be made to Providers with the capacity to serve the help seeker. Resource Editors and Provider Portal users can update the current capacity at any time, in addition to scheduling future capacity.

How to view capacity on a Resource

If used, the Current Capacity will display on any Program record when viewing the record details.
  1. Log into iCarol as a user with Resource Editing permissions
  2. Click on "Resources" from the left menu
  3. Search for the record to edit
  4. Open the details of the Record

How to add capacity as a Resource Editor

Resource Editors or users with access to editing Resource records can edit the Current or Future capacity by editing any Program record. Resource Editors may edit the capacity at any time on behalf of Resources/Providers.
Current Capacity
  1. Log into iCarol as a user with Resource Editing permissions
  2. Click on "Resources" from the left menu
  3. Search for the record to edit
  4. Open the details of the record
  5. Click on "Edit"
  6. In the "Resource Capacity" section, update current capacity:
    1. Enter the current capacity (If a current capacity already exists, edit the number to the desired capacity, enter zero (0) to remove capacity)
    2. Enter the current capacity note
  7. Click "Save"

Schedule Future Capacity
  1. Log into iCarol as a user with Resource Editing permissions
  2. Click on "Resources" from the left menu
  3. Search for the record to edit
  4. Open the details of the record
  5. Click on "Edit"
  6. In the "Resource Capacity" section, schedule future capacity:
    1. Enter an amount
    2. Choose the "Add on Date"
    3. Click "Add"
  7. Edit future capacity by changing the amount and/or date
  8. Delete future capacity by clicking "Delete"
  9. Click "Save"

Important Note:
  1. Future capacity is automatically applied just before 12:00 am of the day selected. Allowing for the new capacity to be available for use the day it is scheduled. (e.g. The 4 capacities scheduled to be available on August 6, 2020, will be applied around 11:55 pm on August 5, 2020)
  2. Provider Portal users can also update current and future capacity for their assigned Resources from the Provider Portal, see the Provider Portal User Manual for instructions

    • Related Articles

    • ReferralQ Dashboard

      Using the ReferralQ Dashboard The ReferralQ Dashboard is available to Administrators and those with the Advanced Security Permission enabled. From the ReferralQ Dashboard, users can view and assign Contact Records to available Resources/Providers, ...

    • Training Plan: ReferralQ & Provider Portal

      ReferralQ & Capacity Tracking: Manage ReferralQ (Create, Edit, Delete) Assign Contact Records to ReferralQ Assign ReferralQ Resources Directly from Contact Form ReferralQ Dashboard ReferralQ Statistics & Reports ReferralQ Resource Capacity Provider ...

    • Manage ReferralQ (Create, Edit, Delete)

      What are ReferralQs? ReferralQ & Capacity Tracking enables you to document and track your Partner Community-Based Organization's (CBO) capacity to accept referrals, and update a help-seeker's status as they work with your Partner so you can obtain ...

    • Assign ReferralQ Resources Directly from Contact Form

      Admins and Supervisors can assign ReferralQ Resources directly from a contact form automatically. If you would like users at other security levels to be able to assign ReferralQ Resource Directly from a contact form, this must be enabled. How to ...

    • Training Webinars: ReferralQ & Capacity Tracking and Provider Portal

      ReferralQ & Capacity Tracking and Provider Portal features. During this webinar, participants will learn: What is the ReferralQ & Capacity Tracking feature? What is the Provider Portal feature? How can these features be used together? What are some ...