Difference between revisions of "System Wide Terminology"
From Charitylog Manual
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+ | =Future plans= | ||
+ | Where practical, we want the system to talk the organisation's own language. Currently, these items can be renamed: | ||
+ | |||
+ | * Organisation and people types, e.g. if you want to rename Clients to Service Users | ||
+ | * The standard field labels used on those types, e.g. if you want to rename Ethnic Group to Ethnicity. | ||
+ | * Groups of actions, e.g. if you want to rename cases to enquiries or referrals | ||
+ | |||
+ | These items will be renameable in a future release: | ||
+ | * Clubs and Clinics | ||
+ | * Meetings at Clubs and Clinics | ||
+ | * Attendess of Meetings at Clubs and Clinics | ||
+ | |||
+ | These items define the behaviour of the system, so we have no plans to make them renameable : | ||
+ | * The menu | ||
+ | * Roles | ||
+ | * Actions, as in the Action List | ||
+ | * Success messages, warnings and errors, e.g. "Please enter a date to continue" |
Revision as of 13:47, 21 February 2022
Introduction
The system allows you to re-name most fields that are available. Changes will be applied globally to all record types and also be included in reports/data extractions. You will also notice the field will be re-named in the Menu items.
- Use the Filter to find the field you wish to rename
- Items listed in Grey cannot be renamed as they are functional fields
Future plans
Where practical, we want the system to talk the organisation's own language. Currently, these items can be renamed:
- Organisation and people types, e.g. if you want to rename Clients to Service Users
- The standard field labels used on those types, e.g. if you want to rename Ethnic Group to Ethnicity.
- Groups of actions, e.g. if you want to rename cases to enquiries or referrals
These items will be renameable in a future release:
- Clubs and Clinics
- Meetings at Clubs and Clinics
- Attendess of Meetings at Clubs and Clinics
These items define the behaviour of the system, so we have no plans to make them renameable :
- The menu
- Roles
- Actions, as in the Action List
- Success messages, warnings and errors, e.g. "Please enter a date to continue"