Reports, Client, Web-link Log

The problem with having data to display on your website is that there will then be two copies, so one of your customers could update their own record on the website while one of your staff is updating that same client’s record differently on your local Durell system.

This problem does not affect Fact Finds, because while a client’s fact find is on the website it can only be viewed on the local system.

However it could happen with basic Personal Data, such as a client’s address. The system will automatically detect any such clashes and give you a warning immediately you log in to Durell, as shown below...

After the warning message you’ll automatically jump to the Web-Link Log report, shown below....

In this example, five data clashes have been reported because on the same day a customer has entered one address line and four telephone numbers differently from one of your staff. The currently highlighted clash, above, shows the problem is with Address line 2, which reads “Castle Lodge House” on your local system, but has been entered as “Castle Lodge Website” by the client.

If your local system is CORRECT no action is required other than to disable the clash warning, so...

· Click the tick-box of the clash warning line

· Click either “Set checked events to Action Taken” or “Delete checked events”

If your local system is INCORRECT you’ll need to fix it accordingly, so

· Click clash warning line

· Click “View this client and set event as Action Taken” – which will jump you to the appropriate Client Screen

· Edit the client’s record accordingly (e.g. change address line 2 to “Castle Lodge Website” – if that’s the correct address)

· Save the client record and exit back to the Web-link log to check the next clash

As your clash events are fixed you should either delete them, or set their status to “Action Taken”, like the first two items shown below, so that the warning message does not reappear each time you log into Durell.

If you have a lot of old clash events it will probably be easiest to delete them, but while you’re working on just a few it will probably be easiest to mark them as “Action Taken”, so you can see what you’ve just done, and what’s still left to fix...

The Web-link Log report can also be accessed from Durell’s Main Menu via the Reports button, as shown below...