Difference between revisions of "Classification Codes"

Revision as of 14:06, 30 July 2024

If your Charitylog system is configured to use them, you may see a button at the bottom of the Record a Contact screen for Classification Codes. You can also set up custom coding systems from scratch.

Clicking this button will open the code lookup window.

You can now pick a code from level 1. Depending on the level 1 code, the box for level 2 can now be filled in with the relevant options, and likewise level 3, etc. If you need to add more than one code, simply click the red arrow and another line for code entry will appear.

The page is broken up by (A) action based classification codes and ( R) referral based classification codes.

The difference is that action based codes are applied to the individual contact, or when the user accesses the classification code button via the history tab:

File:Classification history.png

This is recording the code against the individual contact.

The referral based codes are added against the referral as a whole. This means the codes are either added on when you enter the initial referral, or they’re added via the referral edit screen:

File:Classification diary edit.png

This allows you to differentiate between referral and contact based codes when running a classification code extract report (this might be called Age UK Code Extract).

Setting up Classification Codes

Classification Codes are set up on the Classification Code Setup page.

Options for whether they are to be used in Projects or not are set on the Project Details - Code Settings tab.

Reporting outputs

Information entered here is available on the Classification Codes Report and in the Classification Codes Extract.

Rob Kay - manual author (talk) 13:45, 6 January 2016 (GMT)