Difference between revisions of "Webinars"
From Charitylog Manual
(→Roster/Support Worker Module) |
(→Customise Orgs & People) |
||
| Line 174: | Line 174: | ||
{| class="wikitable" | {| class="wikitable" | ||
| + | |'''Edit Fields''' | ||
|'''Edit Tabs''' | |'''Edit Tabs''' | ||
|'''Adding Other Record Types''' | |'''Adding Other Record Types''' | ||
|- | |- | ||
| + | |{{#ev:youtube|hwGQCZbu-bs|400}} | ||
|{{#ev:youtube|GpLedGV0CoI|400}} | |{{#ev:youtube|GpLedGV0CoI|400}} | ||
|{{#ev:youtube|IqQgOY6isms|400}} | |{{#ev:youtube|IqQgOY6isms|400}} | ||
Revision as of 15:36, 21 January 2021
Contents
Action List
| Using the Action List |
GDPR and Consent
| Changes to Make GDPR easier Part 1 | Changes to Make GDPR easier Part 2 |
| GDPR Settings | Consent Rules |
| Cleanse/Anonymise Records | Consent Report |
Reporting
| KPI Report Designer | Blue Folder Lookup | Groups and Skills Report |
| Collaborative Reporting |
Excel
| Pivot Tables | Advanced Reporting with Pivot Charts |
Extension Databases
| Extension Database Setup 1/2 | Extension Database Setup 2/2 |
| Extension Database Reports |
| Setting up an Excel Linked Ext DB |
Clubs and Clinics
| Clubs and Clinics Setup | Club and Clinic Monitoring |
| Alternative Method for Group Attendance |
Benefits
| Benefits Module |
Classification Codes
| Creating Classification Codes |
User & Group Access
| User Access Controls | Group Access | Introduction to See My Own Clients |
| Using Charitylog for HR |
Projects
| Introduction to Projects | Project Set-up - General Tab | Project Set-up - Record a Contact Tab |
Outcomes
| Ladder Outcome Setup 1/3 | Data Entry of Ladder Outcomes 2/3 | Reporting on Ladder Outcome Data 3/3 |
| Simple Outcomes |
Customise Orgs & People
| Edit Fields | Edit Tabs | Adding Other Record Types |
| Minimum Data Sets | Rules for Anonymous Contacts |
Courses & Qualifications
| Courses & Qualifications | Courses & Qualifications Report |
Roster/Support Worker Module
| Creating a Plan | Confirm Work Schedules | Complete Work Schedules |
| Module Overview | Payroll and Invoicing for SW Jobs |
