Difference between revisions of "Admin"
From Charitylog Manual
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Revision as of 10:41, 5 February 2024
The Admin menu (system cog) in the system contains all the configuration options. This page lists all of the relevant pages in the manual, in the same structure as the Admin menu.
Contents
- 1 3rd Party Software
- 2 Clubs & Clinics
- 3 Database Operations
- 4 Funded Work (Requires Funded Work Module)
- 5 GDPR
- 6 General Settings
- 7 Handyperson (Requires Handyperson Module)
- 8 IMCA - Requires IMCA Module
- 9 Invoicing - Requires Invoicing Module
- 10 Orgs and People A-J
- 11 Orgs and People K-Z
- 12 Outcomes & Assessments
- 13 Projects & Referrals
- 14 Roster Worker - Requires Roster Module
- 15 User Access
3rd Party Software
- Email Setup
- Portal/Webforms - Settings
- Post Code Anywhere (PCA Predict Address Lookup)
- Text Anywhere Settings
Clubs & Clinics
Database Operations
Funded Work (Requires Funded Work Module)
GDPR
General Settings
- Bank Holiday Dates
- Branch Groupings (Views) - Requires Branch Module
- Branches/Offices - Requires Branch Module
- Extension Database Setup
- Information Links Headings
- Manage Menus
- Organisation Details
- Operational Rules
- Publications
- Publication Categories
- Publication Languages
- Standard Letter Templates
- Standard Letter Types
- Supporting People Settings
- System Uploads
- Uploaded Doc. Categories
Handyperson (Requires Handyperson Module)
- Handyperson Cancel. Reasons
- Handyperson General Details
- Handyperson Job Types
- Handyperson Materials
- HP Material Costs - Requires Invoicing Module
- HP Project Labour Costs - Requires Invoicing Module
- HP Standard & Project Nominal Codes - Requires Invoicing Module
IMCA - Requires IMCA Module
Invoicing - Requires Invoicing Module
- Cost Centres
- General Charge Rates
- General Rates In Projects
- Invoice Layouts
- Invoicing Settings
- HP Standard & Project Nominal Codes - Requires Handyperson Module
- Payment Methods
- VAT Codes
Orgs and People A-J
- Customise Orgs & People
- Accommodation Type
- Age Range
- Benefits
- Blue Badge Holder
- Carer's Role
- Consent Given
- Courses and Qualifications
- DBS/PVG Checked
- Disabilities
- Eligible For Gift Aid
- Employed
- Equipment
- Ethnic Group
- Gender
- Groups & Skills
Orgs and People K-Z
- Customise Orgs & People
- Living Arrangements
- LSOA Areas and Wards
- Main Langauge
- Marital Status
- Postal District
- Person/Organisation Category
- Registered Disabled
- Relationships
- Religious Group
- Service User Group
- Sexual Orientation
- Status
- Unavailability Reasons
- Victim of Crime
Outcomes & Assessments
Projects & Referrals
- Classification Codes - Also used for Age UK I&A Codes, CAB AIC Codes.
- Contact Types
- Contact Methods
- Project Set Up
- Project Subcategories
- Project Funding Streams
- Referral Closure Update
- Referral Reasons
- Referral Sources
- Referral Templates
- Signpost/External Referral Types
- Termination Reasons
Roster Worker - Requires Roster Module
- Alerts
- Job Card Statuses
- Matching Exclusions
- Roster General Settings
- Roster Rates
- Roster Rates in Projects
- Roster Worker Holiday Pay Settings
- Roster Services
- Roster Teams
- Tasks
- Travel Rule Sets
- Roster Terminology
- Time Rounding
User Access
