Difference between revisions of "Religions"

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(Creating or editing the list of Religious Groups)
 
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''Location in standard build:'' '''''Administration > [[Drop-Down Lists]] > Religions'''''
 
 
 
[[File:RG_1.png|border]]
 
 
 
The list of Religions is used when users enter a Religious Group for a person on the system.
 
 
[[File:RG_2.png|border]]
 
 
 
 
__TOC__
 
  
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[[File:religion1.JPG|400px|alt="a screenshot of the religion button in the admin menu."]]
  
  
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Click on the menu item to see the list of Religious Groups set up on your system. Click on "Enter New Religious Group" to add a new one, or click on the name of an existing option to edit it.
 
Click on the menu item to see the list of Religious Groups set up on your system. Click on "Enter New Religious Group" to add a new one, or click on the name of an existing option to edit it.
  
[[File:RG_3.png|border]]
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[[File:religion2.JPG|700px|alt="a screenshot of the religious group list."]]
 
 
  
 
You can now enter the following information:
 
You can now enter the following information:
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Click "Save Details" when you have entered the information.
 
Click "Save Details" when you have entered the information.
  
[[File:RG_4.png|border]]
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[[File:religion3.JPG|700px|alt="a screenshot of the religious group entry page."]]
 
 
 
 
==Examples of use==
 
 
 
The Religious Group of the people that an organisation works with has become one of the most common pieces of information that funders ask for. Most of our customers now need to collect this information even if their work does not relate to the religious groups of their clients. For this reason it is often included in the standard [[Input Field Rules]] for a system, to encourage users to capture it at first contact if possible.
 
 
 
 
 
==Reporting Outputs==
 
 
 
Information entered using the Religious Groups drop-down list is available:
 
  
* In Data Extractions, both as selection criteria and as data to be output on a spreadsheet
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==Merging==
* In the KPI Report Designer as a filter (for example, the Number of Clients Accessing Service By Religion report)
 
  
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You can merge religious groups together if you wish to reduce your options.  This will also update any record using the selected religions.  To merge follow the steps below;
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# Click on the religious group you want to keep.
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# Click the 'here' link (Click here to Merge Religious Groups)  If you wish to change the details of the record you have selected, this needs to be saved first.
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# Select the Status you wish to merge in the drop down list.
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# Click the 'Merge Data' button.
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# Click 'cancel' to abort the change or 'OK' to continue.  '''This cannot be undone!'''
  
 
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[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 10:47, 5 May 2015 (BST)
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Latest revision as of 13:54, 20 September 2024

Helpheader small.png


"a screenshot of the religion button in the admin menu."


Creating or editing the list of Religious Groups

Click on the menu item to see the list of Religious Groups set up on your system. Click on "Enter New Religious Group" to add a new one, or click on the name of an existing option to edit it.

"a screenshot of the religious group list."

You can now enter the following information:

  • Name of the religious group
  • Notes (for information on this screen only; these notes are not output on any report)
  • Display Order
  • Active? - whether this option is available on the system or not

Click "Save Details" when you have entered the information.

"a screenshot of the religious group entry page."

Merging

You can merge religious groups together if you wish to reduce your options. This will also update any record using the selected religions. To merge follow the steps below;

  1. Click on the religious group you want to keep.
  2. Click the 'here' link (Click here to Merge Religious Groups) If you wish to change the details of the record you have selected, this needs to be saved first.
  3. Select the Status you wish to merge in the drop down list.
  4. Click the 'Merge Data' button.
  5. Click 'cancel' to abort the change or 'OK' to continue. This cannot be undone!

Helpheader small.png