Difference between revisions of "Groups & Skills"
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| − | [[File: | + | [[File:groups_skill1.JPG|400px|alt="a screenshot of the groups and skills button, highlighted in the admin menu."]] |
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| + | Groups and Skills are a useful and versatile system to add people and organisations to multiple categories. It can be used to add, interests to Service Users, Skill sets and job roles to staff and volunteers, memberships and other groupings. Associated with Groups and Skills is a reporting system to looking at various aspects of when people have been added to these groups/skills. From here you can look at the records in these categories as well as run data extracts and mail merges. | ||
| − | + | From the example below you can see that each Group/Skill has been prefixed. These prefixes will allow you to tailor the list to include multiple types of groups/skills. | |
| − | [[File: | + | |
| + | [[File:groups_skill2.JPG|700px|alt="a screenshot of the groups and skills list."]] | ||
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| + | To create a new Group/Skill click on the 'Enter New Record' button and Complete the following; | ||
| + | *Name: this is the name of the category and is good to use prefixes for ease of use. | ||
| + | *Notes: Administrator notes, only displayed here. | ||
| + | *Display Order: Enables the record to be displayed in a certain order. | ||
| + | *Is Group Sponsored by Funder?: This allows you to select a funder that funds this group. | ||
| + | *Linked to Project?: This allows you to specify a linked project and is used on Volunteer Assignments. | ||
| + | *Active Group/Skill?: Set this to yes, no will turn off the new record. | ||
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| + | Click the 'Save Details' button to create the new Group/Skill | ||
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| + | You can now use these on a variety of different record types. | ||
Latest revision as of 10:06, 19 September 2024
Groups and Skills are a useful and versatile system to add people and organisations to multiple categories. It can be used to add, interests to Service Users, Skill sets and job roles to staff and volunteers, memberships and other groupings. Associated with Groups and Skills is a reporting system to looking at various aspects of when people have been added to these groups/skills. From here you can look at the records in these categories as well as run data extracts and mail merges.
From the example below you can see that each Group/Skill has been prefixed. These prefixes will allow you to tailor the list to include multiple types of groups/skills.
To create a new Group/Skill click on the 'Enter New Record' button and Complete the following;
- Name: this is the name of the category and is good to use prefixes for ease of use.
- Notes: Administrator notes, only displayed here.
- Display Order: Enables the record to be displayed in a certain order.
- Is Group Sponsored by Funder?: This allows you to select a funder that funds this group.
- Linked to Project?: This allows you to specify a linked project and is used on Volunteer Assignments.
- Active Group/Skill?: Set this to yes, no will turn off the new record.
Click the 'Save Details' button to create the new Group/Skill
You can now use these on a variety of different record types.
