Difference between revisions of "Webinars"

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(→‎Customise Orgs & People)
(→‎GDPR and Consent)
 
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=GDPR and Consent=
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=Actions and Contacts=
  
 
{| class="wikitable"
 
{| class="wikitable"
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|'''Changes to Make GDPR easier Part 1'''
+
|'''[https://wiki.dizions.co.uk/index.php/Action_List Using the Action List]'''
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|'''Changes to Make GDPR easier Part 2'''
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|'''[https://wiki.dizions.co.uk/index.php/Recording_Contacts Record a Contact]'''
 
|-
 
|-
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|{{#ev:youtube|wESUoQERRL8|400}}
+
 
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|{{#ev:youtube|z0BEyuiZXIo|400}}
 
 
|}
 
|}
 +
 +
=GDPR & Consent=
 +
 +
{| class="wikitable"
  
 
{| class="wikitable"
 
{| class="wikitable"
−
|'''GDPR Settings'''
+
|'''[https://www.youtube.com/watch?v=uNqiwDLj_Lc GDPR Settings]'''
 +
|'''[https://www.youtube.com/watch?v=Hij2xFtGjT4 Consent Rules]'''
 
|-
 
|-
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|{{#ev:youtube|uNqiwDLj_Lc|400}}
 
−
|}
 
  
 
{| class="wikitable"
 
{| class="wikitable"
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|'''Cleanse/Anonymise Records'''
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|'''[https://www.youtube.com/watch?v=iPnmLklmqcw Cleanse/Anonymise Records]'''
−
|'''Consent Report'''
+
|'''[https://www.youtube.com/watch?v=f3al1INJmsk Consent Report''']
 
|-
 
|-
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|{{#ev:youtube|iPnmLklmqcw|400}}
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|{{#ev:youtube|f3al1INJmsk|400}}
 
 
|}
 
|}
  
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{| class="wikitable"
 
{| class="wikitable"
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|'''KPI Report Designer'''
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|'''[https://wiki.dizions.co.uk/index.php/KPI_Report_Designer KPI Report Designer]'''
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|'''Blue Folder Lookup'''
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|'''[https://wiki.dizions.co.uk/index.php/Blue_Folder_Lookup Blue Folder Lookup]'''
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|'''Groups and Skills Report'''
 
 
|-
 
|-
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|{{#ev:youtube|Nr5ufabr5Ig|400}}
 
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|{{#ev:youtube|wGzFab48ylw|400}}
 
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|{{#ev:youtube|cSX63SARdQA|400}}
 
−
|}
 
  
 
{| class="wikitable"
 
{| class="wikitable"
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|'''Collaborative Reporting'''
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|'''[https://www.youtube.com/watch?time_continue=9&v=Upw2NKJbc0o&feature=emb_logo Collaborative Reporting]'''
 
|-
 
|-
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|{{#ev:youtube|4KsTKuWYzJw|400}}
 
 
|}
 
|}
  
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{| class="wikitable"
 
{| class="wikitable"
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|'''Pivot Tables'''
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|'''[https://www.youtube.com/watch?v=bhKO0DH8_Ac Pivot Tables]'''
−
|'''Advanced Reporting with Pivot Charts'''
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|'''[https://www.youtube.com/watch?v=ayHoMFRCbbc Advanced Reporting with Pivot Charts]'''
 +
|'''[https://www.youtube.com/watch?v=W8bLX7DmYmo VLOOKUPS]'''
 
|-
 
|-
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|{{#ev:youtube|bhKO0DH8_Ac|400}}
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−
|{{#ev:youtube|ayHoMFRCbbc|400}}
 
 
|}
 
|}
  
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{| class="wikitable"
 
{| class="wikitable"
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|'''Extension Database Setup 1/2'''
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|'''[https://wiki.dizions.co.uk/index.php/Extension_Database_Setup Extension Database Setup]'''
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|'''Extension Database Setup 2/2'''
+
 
 
|-
 
|-
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|{{#ev:youtube|niqgUenxyfE|400}}
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|{{#ev:youtube|nRhh_f_J738|400}}
 
−
|}
 
  
 
{| class="wikitable"
 
{| class="wikitable"
−
|'''Extension Database Reports'''
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|'''[https://wiki.dizions.co.uk/index.php/Extension_Database_Reports Extension Database Reports]'''
 
|-
 
|-
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|{{#ev:youtube|VPAeZyjQ1Mg|400}}
+
 
 
|}
 
|}
 +
 +
=Clubs and Clinics=
 +
  
 
{| class="wikitable"
 
{| class="wikitable"
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|'''Setting up an Excel Linked Ext DB'''
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|'''[https://wiki.dizions.co.uk/index.php/Clubs,_Clinics_%26_Groups Clubs and Clinics Setup]'''
 
|-
 
|-
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|{{#ev:youtube|UUPtKODttdQ|400}}
 
−
|}
 
  
  
 +
{| class="wikitable"
 +
|'''[https://wiki.dizions.co.uk/index.php/Clinic_Monitoring Club and Clinic Monitoring]'''
 +
|'''[https://www.youtube.com/watch?v=OqKbXGaLF4A Alternative Method for Group Attendance]'''
  
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=Clubs and Clinics=
+
|}
  
 +
=Benefits=
  
 
{| class="wikitable"
 
{| class="wikitable"
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|'''Clubs and Clinics Setup'''
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|'''[https://wiki.dizions.co.uk/index.php/Benefit_Descriptions Benefits Module]'''
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|'''Club and Clinic Monitoring'''
 
 
|-
 
|-
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|{{#ev:youtube|ilfAc1maz9U|400}}
+
 
−
|{{#ev:youtube|OMLgZbVHFOM|400}}
 
 
|}
 
|}
 +
 +
=Classification Codes=
  
 
{| class="wikitable"
 
{| class="wikitable"
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|'''Alternative Method for Group Attendance'''
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|'''[https://wiki.dizions.co.uk/index.php/Classification_Code_Setup Creating Classification Codes]'''
 
|-
 
|-
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|{{#ev:youtube|OqKbXGaLF4A|400}}
+
 
 
|}
 
|}
  
 +
=User & Group Access=
  
  
−
=Classification Codes=
+
{| class="wikitable"
 +
|'''[https://wiki.dizions.co.uk/index.php/Users User Access Controls]'''
 +
|'''[https://wiki.dizions.co.uk/index.php/Group_Access_Rights Group Access]'''
 +
 
 +
|-
 +
 
 +
|}
  
 
{| class="wikitable"
 
{| class="wikitable"
−
|'''Creating Classification Codes'''
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|'''[https://www.youtube.com/watch?v=gJPObnsDzZY&t=2s Using Charitylog for HR]'''
 +
|'''[https://www.youtube.com/watch?v=AvOxNXYG5Iw Managing Volunteer Records]'''
 
|-
 
|-
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|{{#ev:youtube|vxYpjy8_glI|400}}
 
 
|}
 
|}
  
−
=User & Group Access=
+
=Projects & Templates=
 +
 
 +
{| class="wikitable"
 +
|'''[https://wiki.dizions.co.uk/index.php/Project_Set_Up Project Set Up]'''
 +
|'''[https://wiki.dizions.co.uk/index.php/Referral_Templates Referral Templates]'''
 +
|}
  
 +
=Outcomes=
  
 
{| class="wikitable"
 
{| class="wikitable"
−
|'''User Access Controls'''
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|'''[https://www.youtube.com/watch?v=ed3PeQGLlpc Ladder Outcome Setup 1/3]'''
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|'''Group Access'''
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|'''[https://www.youtube.com/watch?v=kk3aR4tzxQQ Data Entry of Ladder Outcomes 2/3]'''
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|'''Introduction to See My Own Clients'''
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|'''[https://www.youtube.com/watch?v=1IvH4-CjUOY Reporting on Ladder Outcome Data 3/3]'''
 
|-
 
|-
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|{{#ev:youtube|JThMkO-6Ju4|400}}
 
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|{{#ev:youtube|sjqCRuFwv4g|400}}
 
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|{{#ev:youtube|qhvcweQM6bc|400}}
 
 
|}
 
|}
  
 
{| class="wikitable"
 
{| class="wikitable"
−
|'''Using Charitylog for HR'''
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|'''[https://www.youtube.com/watch?v=JyJJYytVP6A Simple Outcomes]'''
 
|-
 
|-
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|{{#ev:youtube|gJPObnsDzZY|400}}
+
 
 
|}
 
|}
  
−
=Projects=
+
=Customise Orgs & People=
  
 
{| class="wikitable"
 
{| class="wikitable"
−
|'''Introduction to Projects'''
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|'''[https://wiki.dizions.co.uk/index.php/Customise_Orgs_%26_People Edit Fields]'''
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|'''Project Set-up - General Tab'''
+
|'''[https://wiki.dizions.co.uk/index.php/Customise_Orgs_%26_People Edit Sections]'''
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|'''Project Set-up - Record a Contact Tab'''
+
 
 
|-
 
|-
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|{{#ev:youtube|0AVNDcUPmGM|400}}
 
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|{{#ev:youtube|I-RsuLHuuDA|400}}
 
−
|{{#ev:youtube|r7xq1a3iEtU|400}}
 
 
|}
 
|}
  
−
=Outcomes=
+
{| class="wikitable"
 +
|'''[https://wiki.dizions.co.uk/index.php/Customise_Orgs_%26_People Minimum Data Sets]'''
 +
|'''[https://wiki.dizions.co.uk/index.php/Customise_Orgs_%26_People Rules for Anonymous Contacts]'''
 +
|-
 +
 
 +
|}
  
 
{| class="wikitable"
 
{| class="wikitable"
−
|'''Ladder Outcome Setup 1/3'''
+
|'''[https://wiki.dizions.co.uk/index.php/Customise_Orgs_%26_People Other Record Types]'''
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|'''Data Entry of Ladder Outcomes 2/3'''
+
 
−
|'''Reporting on Ladder Outcome Data 3/3'''
 
 
|-
 
|-
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|{{#ev:youtube|ed3PeQGLlpc|400}}
+
 
−
|{{#ev:youtube|kk3aR4tzxQQ|400}}
 
−
|{{#ev:youtube|1IvH4-CjUOY|400}}
 
 
|}
 
|}
 +
 +
=Relationships=
  
 
{| class="wikitable"
 
{| class="wikitable"
−
|'''Simple Outcomes'''
+
|'''Adding Relationships'''
 +
|'''Managing Relationships'''
 
|-
 
|-
−
|{{#ev:youtube|JyJJYytVP6A|400}}
+
|{{#ev:youtube|kYVJ5_AMm4Y|400}}
 +
|{{#ev:youtube|l8GFiOiNAu4|400}}
 
|}
 
|}
  
−
=Action List=
+
=Standard Letter Templates=
−
=Customise Orgs & People=
 
  
 
{| class="wikitable"
 
{| class="wikitable"
−
|'''Edit Tabs'''
+
|'''Standard Letter Templates'''
−
|'''Adding Other Record Types'''
 
 
|-
 
|-
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|{{#ev:youtube|GpLedGV0CoI|400}}
+
|{{#ev:youtube|Qdc733Lo7nQ|400}}
−
|{{#ev:youtube|IqQgOY6isms|400}}
 
 
|}
 
|}
 +
 +
=Courses & Qualifications=
  
 
{| class="wikitable"
 
{| class="wikitable"
−
|'''Minimum Data Sets'''
+
|'''Courses & Qualifications'''
−
|'''Rules for Anonymous Contacts'''
+
|'''Courses & Qualifications Report'''
 
|-
 
|-
−
|{{#ev:youtube|ACsJS4zxkvw|400}}
+
|{{#ev:youtube|Im-oocJy1pE|400}}
−
|{{#ev:youtube|7rILxO2QY8w|400}}
+
|{{#ev:youtube|fP6XZkBKPiA|400}}
 
|}
 
|}
  
−
=Branch Systems=
+
=Groups & Skills=
−
 
 
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=Benefits=
 
  
 
{| class="wikitable"
 
{| class="wikitable"
−
|'''Benefits Module'''
+
|'''Groups & Skills Report'''
 
|-
 
|-
−
|{{#ev:youtube|Y41jKP8oIAQ|400}}
+
|{{#ev:youtube|cSX63SARdQA|400}}
 
|}
 
|}
  
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{| class = "wikitable"
 
{| class = "wikitable"
−
|'''Using the SW Module'''
+
|'''Creating a Plan'''
 +
|'''Confirm Work Schedules'''
 +
|'''Complete Work Schedules'''
 
|-
 
|-
−
|{{#ev:youtube|42vORVWVGps|400}}
+
 
 +
|{{#ev:youtube|8dc_uHHC6oQ|400}}
 +
|{{#ev:youtube|61uxzL-zKvw|400}}
 +
|{{#ev:youtube|K5KWLnvvSrs|400}}
 
|}
 
|}
  
 
{| class = "wikitable"
 
{| class = "wikitable"
 +
|'''Job cards'''
 
|'''Payroll and Invoicing for SW Jobs'''
 
|'''Payroll and Invoicing for SW Jobs'''
 
|-
 
|-
 +
|{{#ev:youtube|GBcqHrx5saQ|400}}
 
|{{#ev:youtube|BKpWMEBpvXg|400}}
 
|{{#ev:youtube|BKpWMEBpvXg|400}}
 +
|}
 +
 +
=Data Migration=
 +
 +
{| class = "wikitable"
 +
|'''Data Migration'''
 +
|-
 +
|{{#ev:youtube|K8HLuvNE6NU|400}}
 
|}
 
|}

Latest revision as of 10:08, 2 August 2024

Actions and Contacts

Using the Action List Record a Contact

GDPR & Consent

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 VLOOKUPS

Extension Databases

Extension Database Setup
Extension Database Reports

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
Using Charitylog for HR Managing Volunteer Records

Projects & Templates

Project Set Up Referral 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 Sections
Minimum Data Sets Rules for Anonymous Contacts
Other Record Types

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

Data Migration
Retrieved from ‘https://wiki.dizions.co.uk/index.php?title=Webinars&oldid=18313’