Difference between revisions of "Club and Clinic Details - General Details tab"

From Charitylog Manual
Jump to: navigation, search
(Created page with "right ---- ~~~~")
 
Line 1: Line 1:
 
[[File:helpheader_small.png|right]]
 
[[File:helpheader_small.png|right]]
 +
 +
The General Details tab holds basic information about a club or clinic.
 +
 +
Fields available are:
 +
 +
===Mandatory fields===
 +
 +
* '''Club/Clinic Name'''
 +
* '''Project''' – the Project that this club/clinic exists under. (When you report on clubs & clinics, you can select one or more projects for the report.)
 +
 +
===Optional fields===
 +
 +
* '''Address''' – the location of meetings.
 +
* '''Notes''' – this box is for general information, and isn't output on any report.
 +
* '''Telephone number''' – a contact number for the meeting, usually the number of a co-ordinator.
 +
* '''Cancellation telephone number''' – a number for people to ring to cancel.
 +
* '''Fax number, email address''' – details for the meeting.
 +
* '''Usual staff/volunteer''' – if appropriate, the person who runs the meetings.
 +
* '''Still Active?''' – Whether this club/clinic is active. Unless you have good reason, don't change this to "No"; it will exclude the group and its data from some reports. Use "Date of Termination" below instead.
 +
* '''Date of Termination''' – If the meetings have stopped, the date that this happened. Once this date is passed, the club/clinic won't appear on the main list of clubs/clinics, but will still appear in historical reports.
  
  

Revision as of 13:21, 12 January 2016

Helpheader small.png

The General Details tab holds basic information about a club or clinic.

Fields available are:

Mandatory fields

  • Club/Clinic Name
  • Project – the Project that this club/clinic exists under. (When you report on clubs & clinics, you can select one or more projects for the report.)

Optional fields

  • Address – the location of meetings.
  • Notes – this box is for general information, and isn't output on any report.
  • Telephone number – a contact number for the meeting, usually the number of a co-ordinator.
  • Cancellation telephone number – a number for people to ring to cancel.
  • Fax number, email address – details for the meeting.
  • Usual staff/volunteer – if appropriate, the person who runs the meetings.
  • Still Active? – Whether this club/clinic is active. Unless you have good reason, don't change this to "No"; it will exclude the group and its data from some reports. Use "Date of Termination" below instead.
  • Date of Termination – If the meetings have stopped, the date that this happened. Once this date is passed, the club/clinic won't appear on the main list of clubs/clinics, but will still appear in historical reports.



Rob Kay - manual author (talk) 12:55, 12 January 2016 (GMT)