Early Years 

Add a New Enquirer

An enquirer record must be added before any enquiries can be recorded for the person. If the enquirer is anonymous, an anonymous enquirer record must be created.

Add a Named Enquirer

  1. Select Focus | Enquiries | Enquiry.
  2. Click the New button to display the Enquirer Details (New Enquirer) page.
  3. Enter a Surname.
  4. If required, enter Title, Date of Birth, Gender and Ethnicity Origin.
  5. Enter one or more of the following contact details:
    • Email Address
    • Enquirer Telephone Number
    • Mobile Number
    • Fax Number
    • Correspondence Address.
  6. If required, select Family Structure (Table ID: 0758).
  7. If required, select Communication Preference (Table ID: 0805).
  8. If required, select one or more of the following check boxes to display a tick:
    • Permission to pass/share data
    • Permission given to hold data
    • Advised of Child Tax Credit
    • Advised of Working Tax Credit.
  9. If required, enter Notes.
  10. If required, enter an Enquirer Reference.
  11. Click the Save button.

Add an Anonymous Enquirer

  1. Select Focus | Enquiries | Enquiry.
  2. Select the Anonymous Enquirer check box to display a tick.
  3. If required, enter an Enquiry Reference.
  4. Click the New button to display the Enquirer Details (Anonymous) page.
  5. Click the Save button.
Related Reference Guides: