Revision as of 16:04, 21 January 2021 (view source) Fiona Stephens (talk | contribs) ← Older edit		Revision as of 17:04, 21 January 2021 (view source) Fiona Stephens (talk | contribs) (→‎Clubs and Clinics) Newer edit →
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	{| class="wikitable"		{| class="wikitable"
	|'''Clubs and Clinics Setup'''		|'''Clubs and Clinics Setup'''
−	|'''Club and Clinic Monitoring'''	+	|'''Adding Members'''
	|-		|-
	|{{#ev:youtube|ilfAc1maz9U|400}}		|{{#ev:youtube|ilfAc1maz9U|400}}
−	|{{#ev:youtube|OMLgZbVHFOM|400}}	+	|{{#ev:youtube|gtUbCrI1x5s|400}}
	|}		|}
	{| class="wikitable"		{| class="wikitable"
		+	|'''Club and Clinic Monitoring'''
	|'''Alternative Method for Group Attendance'''		|'''Alternative Method for Group Attendance'''
	|-		|-
		+	|{{#ev:youtube|OMLgZbVHFOM|400}}
	|{{#ev:youtube|OqKbXGaLF4A|400}}		|{{#ev:youtube|OqKbXGaLF4A|400}}
	|}		|}

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Revision as of 17:04, 21 January 2021

Actions and Contacts

Using the Action List	Record a Contact

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

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	Adding Members

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	See My Own Clients

Using Charitylog for HR	Managing Volunteer Records

Projects & Templates

Introduction to Projects	Project Set-up - General Tab	Project Set-up - Record a Contact Tab

Referral/Case Templates

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	Edit Links

Minimum Data Sets	Rules for Anonymous Contacts

Other Record Types	Organisations

Relationships

Adding Relationships	Managing Relationships

Standard Letter Templates

Standard Letter Templates

Courses & Qualifications

Courses & Qualifications	Courses & Qualifications Report

Groups & Skills

Groups & Skills Report

Roster/Support Worker Module

Creating a Plan	Confirm Work Schedules	Complete Work Schedules

Job cards	Payroll and Invoicing for SW Jobs

Data Migration

Job cards