Difference between revisions of "Admin"
From Charitylog Manual
(→Orgs and People K-Z) |
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* [[Service User Groups|Service User Group]] | * [[Service User Groups|Service User Group]] | ||
* [[Sexual Orientations|Sexual Orientation]] | * [[Sexual Orientations|Sexual Orientation]] | ||
| − | * [[Status]] | + | * [[Statuses|Status]] |
====Outcomes & Assessments==== | ====Outcomes & Assessments==== | ||
| − | * [[Make Assessment Forms]] | + | * [[Assessments_(Administrator_guide)|Make Assessment Forms]] |
* [[Outcome Groups]] | * [[Outcome Groups]] | ||
* [[Ladder Outcomes]] | * [[Ladder Outcomes]] | ||
Revision as of 14:05, 6 March 2018
The Admin menu (system cog) in Charitylog contains all the configuration options. This page lists all of the relevant pages in the manual, in the same structure as the Admin menu.
Contents
- 1 3rd Party Software
- 2 Clubs & Clinics
- 3 Database Operations
- 4 Funded Work (Requires Funded Work Module)
- 5 GDPR
- 6 General Settings
- 7 Handyperson (Requires Handyperson Module)
- 8 IMCA - Requires IMCA Module
- 9 Invoicing - Requires Invoicing Module
- 10 Orgs and People A-J
- 11 Orgs and People K-Z
- 12 Outcomes & Assessments
- 13 Projects & Referrals
- 14 Roster Worker - Requires Roster Module
- 15 User Access
3rd Party Software
- Email Setup
- EveryLIFE PASSsystem
- Portal/Webforms - Settings
- Post Code Anywhere (PCA Predict Address Lookup)
- Text Anywhere Settings
Clubs & Clinics
Database Operations
Funded Work (Requires Funded Work Module)
GDPR
General Settings
- Bank Holiday Dates
- Branch Groupings (Views) - Requires Branch Module
- Branches/Offices - Requires Branch Module
- Extension Database Setup
- Information Links Headings
- Organisation Details
- Operational Rules
- Publications
- Publication Categories
- Publication Languages
- Standard Letter Templates
- Standard Letter Types
- System Uploads
- Uploaded Doc. Categories
Handyperson (Requires Handyperson Module)
- Handyperson Cancel. Reasons
- Handyperson General Details
- Handyperson Job Types
- Handyperson Materials
- HP Material Costs - Requires Invoicing Module
- HP Project Labour Costs - Requires Invoicing Module
- HP Standard & Project Nominal Codes - Requires Invoicing Module
IMCA - Requires IMCA Module
Invoicing - Requires Invoicing Module
- Cost Centres
- General Charge Rates
- General Rates In Projects
- Invoice Layouts
- Invoicing Parameters
- HP Standard & Project Nominal Codes - Requires Handyperson Module
- Payment Methods
- VAT Codes
Orgs and People A-J
- Customise Orgs & People
- Accommodation Type
- Age Range
- Benefits
- Blue Badge Holder
- Carer's Role
- Consent Given
- Courses and Qualifications
- DBS/PVG Checked
- Disabilities
- Eligible For Gift Aid
- Employed
- Equipment
- Ethnic Group
- Gender
- Groups & Skills
Orgs and People K-Z
- Customise Orgs & People
- Main Language
- Registered Disabled
- Living Arrangements
- LSOA Areas and Wards
- Membership and Skills
- Victim of Crime
- Marital Status
- Person/Organisation Category
- Postal District
- Relationships
- Religious Group
- Unavailability Reasons
- Service User Group
- Sexual Orientation
- Status
Outcomes & Assessments
Projects & Referrals
- Project Set Up
- Referral Templates
- Contact Methods
- Contact Types
- Consent Rule Text Entry
- Project Subcategories
- Project Funding Streams
- Referral Closure Update
- Referral Reasons
- Referral Sources
- Signpost/External Referral Types
- Termination Reasons
Roster Worker - Requires Roster Module
- Alerts
- Job Card Statuses
- Matching Exclusions
- Support Field Settings
- Support Rates
- Support Rates in Projects
- Support Worker Holiday Pay Parameters
- Support Services
- Support Teams
- Tasks
- Time Rounding
- Support Terminology
User Access
