How to Access Client Orders
To view, track, or request equipment and third-party procurements for a participant, navigate to: Clients > [Select a Client] > Orders tab.
Step-by-Step Guide
1. Navigating the Orders Ledger
The Orders tab centralises all assistive technology, modifications, and equipment requests logged for the client. The primary tracking grid outlines:
Title & Amount: The name of the procured item (e.g., Wheelchair, Walking Stick) and its total cost.
Files & Comments: Direct links to attached quotes or invoices alongside coordinator annotations.
Requested By: The staff profile who initiated the procurement.
Funding & Status: The designated package pool paying for the item (e.g., SAH) and its real-time authorisation state (e.g., Approved, Draft).
2. Creating a New Procurement Order
Click the white + New button in the top right corner of the ledger workspace.
When the Create New Order modal window opens, fill out the required properties:
*Title : Enter a clear, identifiable name for the item.
*Amount : Specify the exact procurement or retail price.
Funding Source: Select the primary financial framework responsible for the item from the dropdown menu (e.g., SAH).
Link to Temporary Funding (Optional): If the purchase is backed by a short-term package adjustment rather than core funds, click the Temporary Funding dropdown menu. You can map it to recurring allocations like (weekly) or specific one-off buckets like- (Temporary Funding-Once).
3. Setting the Order Lifecycle Status
Before saving, you can decide how to route the procurement using the action tools at the bottom of the modal:
Toggle "Create more": Flip this switch on if you intend to log multiple distinct hardware items sequentially without closing the workspace modal.
Save Workflows: Click the dropdown arrow on the black action button to select its entry phase:
Create Draft: Saves the item as an uncommitted draft layout to modify later.
Create as Pending: Places the item into a pending evaluation tier for administrative check-off.
Create and Approve: Instantly finalises the procurement entry and reflects it on the budget tracking ledger.