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| − | [[File:helpheader_small.png|right]] | + | #REDIRECT [[Groups & Skills]] |
| − | ''Location in standard build:'' '''''Administration > [[Drop-Down Lists]] > Membership/Skills Groups'''''
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| − | [[File:MSG_1.png|border]]
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| − | The '''Membership/Skills Groups''' feature lets you create groups which can be applied to organisations and people on the system. When a user places an organisation/person in one of these groups, they can also enter start and end dates, meaning that you can report on skills group activity over a period of time.
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| − | Groups and Skills are commonly used to show which skills volunteers have (befriending volunteer, gardening helper, volunteer driver, etc).
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| − | __TOC__
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| − | ==Creating a new group==
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| − | Clicking on the menu item will show you the list of groups and skills set up on your system, if there are any. Click on "Enter New Record" to add a new one.
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| − | [[File:MSG_2.png|790px|border]]
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| − | You can now enter:
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| − | * The name of the group
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| − | * Notes associated (for information only - there is no reporting output for these notes)
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| − | * Display Order
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| − | * Whether the group is sponsored by a funder or not (this drop-down lists is created from the list of Funders on your system)
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| − | * Whether the group is linked to a project or not
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| − | * Whether the group is active (available for use) or not
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| − | Click "Save Details" when done.
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| − | [[File:MSG_3.png|border]]
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| − | You will be returned to the display of Groups & Skills with the new one added.
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| − | [[File:MSG_4.png|790px|border]]
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| − | ==Examples of use==
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| − | * People (or organisations) on the system can be put into any groupings created here using the [[Groups and Skills]] feature.
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| − | * Once people are in these groupings, their groups/skills will display if they are assigned to clients - e.g. if the user is assigning a volunteer to someone.
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| − | * If Support Workers are in these groupings, they can be used to filter the available Support Workers when assigning them for work on a client's Support Plan.
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| − | ==Reporting outputs==
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| − | Data entered against the groupings you set up here is available:
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| − | * On the [[Groups and Skills Report]].
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| − | * On the Blue Folder Lookup screen - add "Groups and Skills" in the "Add Org/People-linked Records" section.
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| − | ----
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| − | [[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 12:40, 31 December 2014 (GMT)
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