Difference between revisions of "Webinars"

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=GDPR and Consent=
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=Actions and Contacts=
  
 
{| class="wikitable"
 
{| class="wikitable"
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|'''Changes to Make GDPR easier Part 1'''
+
|'''[https://wiki.dizions.co.uk/index.php/Action_List Using the Action List]'''
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|'''Changes to Make GDPR easier Part 2'''
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|'''[https://wiki.dizions.co.uk/index.php/Recording_Contacts Record a Contact]'''
 
|-
 
|-
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|{{#ev:youtube|wESUoQERRL8|400}}
+
 
−
|{{#ev:youtube|z0BEyuiZXIo|400}}
 
 
|}
 
|}
 +
 +
=GDPR & Consent=
 +
 +
{| class="wikitable"
 +
 +
{| class="wikitable"
 +
|'''[https://www.youtube.com/watch?v=uNqiwDLj_Lc GDPR Settings]'''
 +
|'''[https://www.youtube.com/watch?v=Hij2xFtGjT4 Consent Rules]'''
 +
|-
  
 
{| class="wikitable"
 
{| class="wikitable"
−
|'''GDPR Settings'''
+
|'''[https://www.youtube.com/watch?v=iPnmLklmqcw Cleanse/Anonymise Records]'''
 +
|'''[https://www.youtube.com/watch?v=f3al1INJmsk Consent Report''']
 
|-
 
|-
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|{{#ev:youtube|uNqiwDLj_Lc|400}}
+
 
 
|}
 
|}
 +
 +
=Reporting=
  
 
{| class="wikitable"
 
{| class="wikitable"
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|'''Cleanse/Anonymise Records'''
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|'''[https://wiki.dizions.co.uk/index.php/KPI_Report_Designer KPI Report Designer]'''
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|'''Consent Report'''
+
|'''[https://wiki.dizions.co.uk/index.php/Blue_Folder_Lookup Blue Folder Lookup]'''
 +
|-
 +
 
 +
{| class="wikitable"
 +
|'''[https://www.youtube.com/watch?time_continue=9&v=Upw2NKJbc0o&feature=emb_logo Collaborative Reporting]'''
 
|-
 
|-
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|{{#ev:youtube|iPnmLklmqcw|400}}
 
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|{{#ev:youtube|f3al1INJmsk|400}}
 
 
|}
 
|}
  
 +
=Excel=
  
−
=Reporting=
 
  
 
{| class="wikitable"
 
{| class="wikitable"
−
|'''KPI Report Designer'''
+
|'''[https://www.youtube.com/watch?v=bhKO0DH8_Ac Pivot Tables]'''
−
|'''Blue Folder Lookup'''
+
|'''[https://www.youtube.com/watch?v=ayHoMFRCbbc Advanced Reporting with Pivot Charts]'''
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|'''Groups and Skills Report'''
+
|'''[https://www.youtube.com/watch?v=W8bLX7DmYmo VLOOKUPS]'''
 
|-
 
|-
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|{{#ev:youtube|Nr5ufabr5Ig|400}}
+
 
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|{{#ev:youtube|wGzFab48ylw|400}}
 
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|{{#ev:youtube|cSX63SARdQA|400}}
 
 
|}
 
|}
  
 +
=Extension Databases=
 +
 +
{| class="wikitable"
 +
|'''[https://wiki.dizions.co.uk/index.php/Extension_Database_Setup Extension Database Setup]'''
 +
 +
|-
  
−
=Extension Databases=
 
  
 
{| class="wikitable"
 
{| class="wikitable"
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|'''Extension Database Setup 1/2'''
+
|'''[https://wiki.dizions.co.uk/index.php/Extension_Database_Reports Extension Database Reports]'''
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|'''Extension Database Setup 2/2'''
 
 
|-
 
|-
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|{{#ev:youtube|niqgUenxyfE|400}}
+
 
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|{{#ev:youtube|nRhh_f_J738|400}}
 
 
|}
 
|}
 +
 +
=Clubs and Clinics=
 +
  
 
{| class="wikitable"
 
{| class="wikitable"
−
|'''Setting up an Excel Linked Ext DB'''
+
|'''[https://wiki.dizions.co.uk/index.php/Clubs,_Clinics_%26_Groups Clubs and Clinics Setup]'''
 
|-
 
|-
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|{{#ev:youtube|UUPtKODttdQ|400}}
+
 
 +
 
 +
{| class="wikitable"
 +
|'''[https://wiki.dizions.co.uk/index.php/Clinic_Monitoring Club and Clinic Monitoring]'''
 +
|'''[https://www.youtube.com/watch?v=OqKbXGaLF4A Alternative Method for Group Attendance]'''
 +
 
 
|}
 
|}
  
−
=Excel=
+
=Benefits=
 +
 
 +
{| class="wikitable"
 +
|'''[https://wiki.dizions.co.uk/index.php/Benefit_Descriptions Benefits Module]'''
 +
|-
  
 +
|}
 +
 +
=Classification Codes=
  
 
{| class="wikitable"
 
{| class="wikitable"
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|'''Pivot Tables'''
+
|'''[https://wiki.dizions.co.uk/index.php/Classification_Code_Setup Creating Classification Codes]'''
 
|-
 
|-
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|{{#ev:youtube|bhKO0DH8_Ac|400}}
+
 
 
|}
 
|}
  
 +
=User & Group Access=
  
  
−
=Clubs and Clinics=
+
{| class="wikitable"
 +
|'''[https://wiki.dizions.co.uk/index.php/Users User Access Controls]'''
 +
|'''[https://wiki.dizions.co.uk/index.php/Group_Access_Rights Group Access]'''
 +
 
 +
|-
  
 +
|}
  
 
{| class="wikitable"
 
{| class="wikitable"
−
|'''Clubs and Clinics Setup'''
+
|'''[https://www.youtube.com/watch?v=gJPObnsDzZY&t=2s Using Charitylog for HR]'''
−
|'''Club and Clinic Monitoring'''
+
|'''[https://www.youtube.com/watch?v=AvOxNXYG5Iw Managing Volunteer Records]'''
 
|-
 
|-
−
|{{#ev:youtube|ilfAc1maz9U|400}}
 
−
|{{#ev:youtube|OMLgZbVHFOM|400}}
 
 
|}
 
|}
 +
 +
=Projects & Templates=
  
 
{| class="wikitable"
 
{| class="wikitable"
−
|'''Alternative Method for Group Attendance'''
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|'''[https://wiki.dizions.co.uk/index.php/Project_Set_Up Project Set Up]'''
 +
|'''[https://wiki.dizions.co.uk/index.php/Referral_Templates Referral Templates]'''
 +
|}
 +
 
 +
=Outcomes=
 +
 
 +
{| class="wikitable"
 +
|'''[https://www.youtube.com/watch?v=ed3PeQGLlpc Ladder Outcome Setup 1/3]'''
 +
|'''[https://www.youtube.com/watch?v=kk3aR4tzxQQ Data Entry of Ladder Outcomes 2/3]'''
 +
|'''[https://www.youtube.com/watch?v=1IvH4-CjUOY Reporting on Ladder Outcome Data 3/3]'''
 
|-
 
|-
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|{{#ev:youtube|OqKbXGaLF4A|400}}
 
 
|}
 
|}
−
 
  
 
{| class="wikitable"
 
{| class="wikitable"
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|'''Extension Database Reports'''
+
|'''[https://www.youtube.com/watch?v=JyJJYytVP6A Simple Outcomes]'''
 
|-
 
|-
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|{{#ev:youtube|VPAeZyjQ1Mg|400}}
+
 
 
|}
 
|}
  
−
=Classification Codes=
+
=Customise Orgs & People=
  
 
{| class="wikitable"
 
{| class="wikitable"
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|'''Creating Classification Codes'''
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|'''[https://wiki.dizions.co.uk/index.php/Customise_Orgs_%26_People Edit Fields]'''
 +
|'''[https://wiki.dizions.co.uk/index.php/Customise_Orgs_%26_People Edit Sections]'''
 +
 
 
|-
 
|-
−
|{{#ev:youtube|vxYpjy8_glI|400}}
 
 
|}
 
|}
  
−
=User & Group Access=
+
{| class="wikitable"
 +
|'''[https://wiki.dizions.co.uk/index.php/Customise_Orgs_%26_People Minimum Data Sets]'''
 +
|'''[https://wiki.dizions.co.uk/index.php/Customise_Orgs_%26_People Rules for Anonymous Contacts]'''
 +
|-
  
 +
|}
  
 
{| class="wikitable"
 
{| class="wikitable"
−
|'''User Access Controls'''
+
|'''[https://wiki.dizions.co.uk/index.php/Customise_Orgs_%26_People Other Record Types]'''
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|'''Group Access'''
+
 
−
|'''Introduction to See My Own Clients'''
 
 
|-
 
|-
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|{{#ev:youtube|JThMkO-6Ju4|400}}
+
 
−
|{{#ev:youtube|sjqCRuFwv4g|400}}
 
−
|{{#ev:youtube|qhvcweQM6bc|400}}
 
 
|}
 
|}
  
−
=Projects=
+
=Relationships=
  
 
{| class="wikitable"
 
{| class="wikitable"
−
|'''Introduction to Projects'''
+
|'''Adding Relationships'''
−
|'''Project Set-up - General Tab'''
+
|'''Managing Relationships'''
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|'''Project Set-up - Record a Contact Tab'''
 
 
|-
 
|-
−
|{{#ev:youtube|0AVNDcUPmGM|400}}
+
|{{#ev:youtube|kYVJ5_AMm4Y|400}}
−
|{{#ev:youtube|I-RsuLHuuDA|400}}
+
|{{#ev:youtube|l8GFiOiNAu4|400}}
−
|{{#ev:youtube|r7xq1a3iEtU|400}}
 
 
|}
 
|}
  
−
=Outcomes=
+
=Standard Letter Templates=
  
 
{| class="wikitable"
 
{| class="wikitable"
−
|'''Ladder Outcome Setup 1/3'''
+
|'''Standard Letter Templates'''
−
|'''Data Entry of Ladder Outcomes 2/3'''
 
−
|'''Reporting on Ladder Outcome Data 3/3'''
 
 
|-
 
|-
−
|{{#ev:youtube|ed3PeQGLlpc|400}}
+
|{{#ev:youtube|Qdc733Lo7nQ|400}}
−
|{{#ev:youtube|kk3aR4tzxQQ|400}}
 
−
|{{#ev:youtube|1IvH4-CjUOY|400}}
 
 
|}
 
|}
 +
 +
=Courses & Qualifications=
  
 
{| class="wikitable"
 
{| class="wikitable"
−
|'''Simple Outcomes'''
+
|'''Courses & Qualifications'''
 +
|'''Courses & Qualifications Report'''
 
|-
 
|-
−
|{{#ev:youtube|JyJJYytVP6A|400}}
+
|{{#ev:youtube|Im-oocJy1pE|400}}
 +
|{{#ev:youtube|fP6XZkBKPiA|400}}
 
|}
 
|}
  
−
=Action List=
+
=Groups & Skills=
−
=Customise Orgs & People=
 
  
 
{| class="wikitable"
 
{| class="wikitable"
−
|'''Edit Tabs'''
+
|'''Groups & Skills Report'''
−
|'''Minimum Data Sets'''
 
 
|-
 
|-
−
|{{#ev:youtube|GpLedGV0CoI|400}}
+
|{{#ev:youtube|cSX63SARdQA|400}}
−
|{{#ev:youtube|ACsJS4zxkvw|400}}
 
 
|}
 
|}
  
−
=Branch Systems=
+
=Roster/Support Worker Module=
  
−
=Benefits=
+
{| class = "wikitable"
 +
|'''Creating a Plan'''
 +
|'''Confirm Work Schedules'''
 +
|'''Complete Work Schedules'''
 +
|-
 +
 
 +
|{{#ev:youtube|8dc_uHHC6oQ|400}}
 +
|{{#ev:youtube|61uxzL-zKvw|400}}
 +
|{{#ev:youtube|K5KWLnvvSrs|400}}
 +
|}
  
−
{| class="wikitable"
+
{| class = "wikitable"
−
|'''Benefits Module'''
+
|'''Job cards'''
 +
|'''Payroll and Invoicing for SW Jobs'''
 
|-
 
|-
−
|{{#ev:youtube|Y41jKP8oIAQ|400}}
+
|{{#ev:youtube|GBcqHrx5saQ|400}}
 +
|{{#ev:youtube|BKpWMEBpvXg|400}}
 
|}
 
|}
  
−
=Roster Module=
+
=Data Migration=
 +
 
 +
{| class = "wikitable"
 +
|'''Data Migration'''
 +
|-
 +
|{{#ev:youtube|K8HLuvNE6NU|400}}
 +
|}

Latest revision as of 10:08, 2 August 2024

Actions and Contacts

Using the Action List Record a Contact

GDPR & Consent

GDPR Settings Consent Rules
Cleanse/Anonymise Records Consent Report

Reporting

KPI Report Designer Blue Folder Lookup
Collaborative Reporting

Excel

Pivot Tables Advanced Reporting with Pivot Charts VLOOKUPS

Extension Databases

Extension Database Setup
Extension Database Reports

Clubs and Clinics

Clubs and Clinics Setup
Club and Clinic Monitoring Alternative Method for Group Attendance

Benefits

Benefits Module

Classification Codes

Creating Classification Codes

User & Group Access

User Access Controls Group Access
Using Charitylog for HR Managing Volunteer Records

Projects & Templates

Project Set Up Referral Templates

Outcomes

Ladder Outcome Setup 1/3 Data Entry of Ladder Outcomes 2/3 Reporting on Ladder Outcome Data 3/3
Simple Outcomes

Customise Orgs & People

Edit Fields Edit Sections
Minimum Data Sets Rules for Anonymous Contacts
Other Record Types

Relationships

Adding Relationships Managing Relationships

Standard Letter Templates

Standard Letter Templates

Courses & Qualifications

Courses & Qualifications Courses & Qualifications Report

Groups & Skills

Groups & Skills Report

Roster/Support Worker Module

Creating a Plan Confirm Work Schedules Complete Work Schedules
Job cards Payroll and Invoicing for SW Jobs

Data Migration

Data Migration
Retrieved from ‘https://wiki.dizions.co.uk/index.php?title=Webinars&oldid=18313’