Reference data is used to capture locally required information such as case chronology categories, professional relationship types, gender descriptions and care leaver in touch recording.
To configure Mosaic reference data, your worker role must have the CONFIGADMIN System function enabled to access the Configuration Tools menu and CONFIGREFDATA system function enabled to configure the reference data.
Old categories are not removed, instead, an end date can be added to stop them from being used for new records but preserves the integrity of old ones.
Reference data can be viewed and edited via Tools, Configuration tools, Reference data.
The Reference Data screen will be displayed with the reference data types listed.
To add, view or edit a reference data type click the View and Edit icon on the corresponding row.
The associated reference data will be listed.
Depending on the reference data type selected you can View and Edit, Delete or Add a data type. There may also be additional tabs for selection. For example, Consent reference data allows you to add consent agencies, consent end reasons, override reasons and consent types across multiple tabs.
To add new reference data, click the Add button.
The Add new reference data type dialog will be displayed. The fields for completion may be different depending on the data type being added, required fields will display a red asterisk.
Typical fields include:
Code | Requires you to enter a unique identifier for this item |
Description | Requires you to enter the name that will be displayed in Mosaic. |
Context | Using the radio buttons, specify whether this item is for Adults, Children or Both. |
Start Date | Specify the date from which the data type is available. |
End Date | You can end an item by specifying an end date. |
Is Available check box | If selected the data type will be available for selection. |
Care Leaver in touch fields include:
Age | Enter the care leaver’s age |
Pre-birthday | Enter the number of days before the care leaver’s birthday they should be contacted. |
Post-birthday | Enter the number of days after the care leaver’s birthday they should be contacted. |
📌 Note - The pre-birthday and post-birthday days together should be no greater than 180 days.
Click Save to add the new data to the database.