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Home / Configuration Reference / Section: Funds / Reasons For Closing

Reasons For Closing

Page Type: Table (URL: https://dad3.ndrn.org/admin/admindisplayadvreasonsforclosing)

Has Field Mapping / Associated Record Types: Funding Sources, Service Request Types (Service Requests)

Reasons for Closing are options used when closing a Service Request or Project, for reporting purposes. Mapped Reason for Closing selections reflect the federally reportable options for all funding sources. For accurate reporting, each mapped Reason for Closing must have at least one active selection mapped to it for each applicable Funding Source.

Unlike Intervention Strategy and Outcome Statement, Reason for Closing is used for reporting on all Service Request Types, not just Case Services.

Reasons For Closing admin page screenshot

Reasons For Closing Form

Basic Info Tab

  • Name Display name of the option (Short Text - required)

  • Description This field is for agency use. (Long Text - optional)

  • Mapped Reason for Closing Selections are based on PPR categories.

  • Is the Default Option This box should be checked for the "Not Selected" option.

  • Requires an Explanation This box should be checked for "Other" options that require further detail. (Checkbox)

  • Use with Service Requests This box should be checked if the option should be used with Service Requests (Checkbox)

  • Use with Projects This box should be checked if the option should be used with Projects (Checkbox)

  • Active Date The option will appear as an option for records with a Reference Date that is between the Active Date and Inactive Date. (Required)

  • Inactive Date The option will appear as an option for records with a Reference Date that is between the Active Date and Inactive Date. (Optional)

  • Local Label 1 and Local Label 2 can be used to apply alternative names to Reasons for Closing for use with the Report Generator.

Screenshot of Funds Reasons For Closing Form Basic Info tab

Funds Tab

Select one or more Funding Sources for this Reason for Closing.

Screenshot of Funds Reasons For Closing Form Funds tab

Service Request Types Tab

Select one or more Service Request Types for this Reason for Closing. Screenshot of Funds Reasons For Closing Form Service Request Types tab

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