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'''
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|'''[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}}
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|{{#ev:youtube|z0BEyuiZXIo|400}}
 
 
|}
 
|}
 +
 +
=GDPR & Consent=
  
 
{| class="wikitable"
 
{| class="wikitable"
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|'''GDPR Settings'''
+
 
 +
{| class="wikitable"
 +
|'''[https://www.youtube.com/watch?v=uNqiwDLj_Lc GDPR Settings]'''
 +
|'''[https://www.youtube.com/watch?v=Hij2xFtGjT4 Consent Rules]'''
 
|-
 
|-
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|{{#ev:youtube|uNqiwDLj_Lc|400}}
 
−
|}
 
  
 
{| class="wikitable"
 
{| class="wikitable"
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|'''Cleanse/Anonymise Records'''
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|'''[https://www.youtube.com/watch?v=iPnmLklmqcw Cleanse/Anonymise Records]'''
−
|'''Consent Report'''
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|'''[https://www.youtube.com/watch?v=f3al1INJmsk Consent Report''']
 
|-
 
|-
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|{{#ev:youtube|iPnmLklmqcw|400}}
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|{{#ev:youtube|f3al1INJmsk|400}}
 
 
|}
 
|}
  
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{| class="wikitable"
 
{| class="wikitable"
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|'''KPI Report Designer'''
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|'''[https://wiki.dizions.co.uk/index.php/KPI_Report_Designer KPI Report Designer]'''
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|'''Blue Folder Lookup'''
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|'''[https://wiki.dizions.co.uk/index.php/Blue_Folder_Lookup Blue Folder Lookup]'''
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|'''Groups and Skills Report'''
+
|-
 +
 
 +
{| class="wikitable"
 +
|'''[https://www.youtube.com/watch?time_continue=9&v=Upw2NKJbc0o&feature=emb_logo Collaborative Reporting]'''
 
|-
 
|-
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|{{#ev:youtube|Nr5ufabr5Ig|400}}
 
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|{{#ev:youtube|wGzFab48ylw|400}}
 
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|{{#ev:youtube|cSX63SARdQA|400}}
 
 
|}
 
|}
  
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{| class="wikitable"
 
{| class="wikitable"
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|'''Pivot Tables'''
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|'''[https://www.youtube.com/watch?v=bhKO0DH8_Ac Pivot Tables]'''
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|'''Advanced Reporting with Pivot Charts'''
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|'''[https://www.youtube.com/watch?v=ayHoMFRCbbc Advanced Reporting with Pivot Charts]'''
 +
|'''[https://www.youtube.com/watch?v=W8bLX7DmYmo VLOOKUPS]'''
 
|-
 
|-
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|{{#ev:youtube|bhKO0DH8_Ac|400}}
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−
|{{#ev:youtube|ayHoMFRCbbc|400}}
 
 
|}
 
|}
  
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{| class="wikitable"
 
{| class="wikitable"
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|'''Extension Database Setup 1/2'''
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|'''[https://wiki.dizions.co.uk/index.php/Extension_Database_Setup Extension Database Setup]'''
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|'''Extension Database Setup 2/2'''
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|-
 
|-
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|{{#ev:youtube|niqgUenxyfE|400}}
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|{{#ev:youtube|nRhh_f_J738|400}}
+
 
 +
{| class="wikitable"
 +
|'''[https://wiki.dizions.co.uk/index.php/Extension_Database_Reports Extension Database Reports]'''
 +
|-
 +
 
 
|}
 
|}
 +
 +
=Clubs and Clinics=
 +
  
 
{| class="wikitable"
 
{| class="wikitable"
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|'''Extension Database Reports'''
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|'''[https://wiki.dizions.co.uk/index.php/Clubs,_Clinics_%26_Groups Clubs and Clinics Setup]'''
 
|-
 
|-
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|{{#ev:youtube|VPAeZyjQ1Mg|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]'''
 +
 
 
|}
 
|}
 +
 +
=Benefits=
  
 
{| class="wikitable"
 
{| class="wikitable"
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|'''Setting up an Excel Linked Ext DB'''
+
|'''[https://wiki.dizions.co.uk/index.php/Benefit_Descriptions Benefits Module]'''
 
|-
 
|-
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|{{#ev:youtube|UUPtKODttdQ|400}}
+
 
 
|}
 
|}
  
 +
=Classification Codes=
 +
 +
{| class="wikitable"
 +
|'''[https://wiki.dizions.co.uk/index.php/Classification_Code_Setup Creating Classification Codes]'''
 +
|-
  
 +
|}
  
−
=Clubs and Clinics=
+
=User & Group Access=
  
  
 
{| class="wikitable"
 
{| class="wikitable"
−
|'''Clubs and Clinics Setup'''
+
|'''[https://wiki.dizions.co.uk/index.php/Users User Access Controls]'''
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|'''Club and Clinic Monitoring'''
+
|'''[https://wiki.dizions.co.uk/index.php/Group_Access_Rights Group Access]'''
 +
 
 
|-
 
|-
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|{{#ev:youtube|ilfAc1maz9U|400}}
+
 
−
|{{#ev:youtube|OMLgZbVHFOM|400}}
 
 
|}
 
|}
  
 
{| class="wikitable"
 
{| class="wikitable"
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|'''Alternative Method for Group Attendance'''
+
|'''[https://www.youtube.com/watch?v=gJPObnsDzZY&t=2s Using Charitylog for HR]'''
 +
|'''[https://www.youtube.com/watch?v=AvOxNXYG5Iw Managing Volunteer Records]'''
 
|-
 
|-
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|{{#ev:youtube|OqKbXGaLF4A|400}}
 
 
|}
 
|}
  
 +
=Projects & Templates=
  
 +
{| class="wikitable"
 +
|'''[https://wiki.dizions.co.uk/index.php/Project_Set_Up Project Set Up]'''
 +
|'''[https://wiki.dizions.co.uk/index.php/Referral_Templates Referral Templates]'''
 +
|}
  
−
=Classification Codes=
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=Outcomes=
  
 
{| class="wikitable"
 
{| class="wikitable"
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|'''Creating Classification Codes'''
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|'''[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|vxYpjy8_glI|400}}
 
 
|}
 
|}
  
−
=User & Group Access=
+
{| class="wikitable"
 +
|'''[https://www.youtube.com/watch?v=JyJJYytVP6A Simple Outcomes]'''
 +
|-
 +
 
 +
|}
  
 +
=Customise Orgs & People=
  
 
{| class="wikitable"
 
{| class="wikitable"
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|'''User Access Controls'''
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|'''[https://wiki.dizions.co.uk/index.php/Customise_Orgs_%26_People Edit Fields]'''
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|'''Group Access'''
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|'''[https://wiki.dizions.co.uk/index.php/Customise_Orgs_%26_People Edit Sections]'''
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|'''Introduction to See My Own Clients'''
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|-
 
|-
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|{{#ev:youtube|JThMkO-6Ju4|400}}
 
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|{{#ev:youtube|sjqCRuFwv4g|400}}
 
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|{{#ev:youtube|qhvcweQM6bc|400}}
 
 
|}
 
|}
  
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=Projects=
+
{| 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"
−
|'''Introduction to Projects'''
+
|'''[https://wiki.dizions.co.uk/index.php/Customise_Orgs_%26_People Other Record Types]'''
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|'''Project Set-up - General Tab'''
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|'''Project Set-up - Record a Contact Tab'''
 
 
|-
 
|-
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|{{#ev:youtube|0AVNDcUPmGM|400}}
+
 
−
|{{#ev:youtube|I-RsuLHuuDA|400}}
 
−
|{{#ev:youtube|r7xq1a3iEtU|400}}
 
 
|}
 
|}
  
−
=Outcomes=
+
=Relationships=
  
 
{| class="wikitable"
 
{| class="wikitable"
−
|'''Ladder Outcome Setup 1/3'''
+
|'''Adding Relationships'''
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|'''Data Entry of Ladder Outcomes 2/3'''
+
|'''Managing Relationships'''
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|'''Reporting on Ladder Outcome Data 3/3'''
 
 
|-
 
|-
−
|{{#ev:youtube|ed3PeQGLlpc|400}}
+
|{{#ev:youtube|kYVJ5_AMm4Y|400}}
−
|{{#ev:youtube|kk3aR4tzxQQ|400}}
+
|{{#ev:youtube|l8GFiOiNAu4|400}}
−
|{{#ev:youtube|1IvH4-CjUOY|400}}
 
 
|}
 
|}
 +
 +
=Standard Letter Templates=
  
 
{| class="wikitable"
 
{| class="wikitable"
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|'''Simple Outcomes'''
+
|'''Standard Letter Templates'''
 
|-
 
|-
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|{{#ev:youtube|JyJJYytVP6A|400}}
+
|{{#ev:youtube|Qdc733Lo7nQ|400}}
 
|}
 
|}
  
−
=Action List=
+
=Courses & Qualifications=
−
=Customise Orgs & People=
 
  
 
{| class="wikitable"
 
{| class="wikitable"
−
|'''Edit Tabs'''
+
|'''Courses & Qualifications'''
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|'''Minimum Data Sets'''
+
|'''Courses & Qualifications Report'''
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|'''Adding Other Record Types'''
 
 
|-
 
|-
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|{{#ev:youtube|GpLedGV0CoI|400}}
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|{{#ev:youtube|Im-oocJy1pE|400}}
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|{{#ev:youtube|ACsJS4zxkvw|400}}
+
|{{#ev:youtube|fP6XZkBKPiA|400}}
−
|{{#ev:youtube|IqQgOY6isms|400}}
 
 
|}
 
|}
  
−
=Branch Systems=
+
=Groups & Skills=
−
 
 
−
=Benefits=
 
  
 
{| class="wikitable"
 
{| class="wikitable"
−
|'''Benefits Module'''
+
|'''Groups & Skills Report'''
 
|-
 
|-
−
|{{#ev:youtube|Y41jKP8oIAQ|400}}
+
|{{#ev:youtube|cSX63SARdQA|400}}
 
|}
 
|}
  
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{| class = "wikitable"
 
{| class = "wikitable"
−
|'''Using the SW Module'''
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|'''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"
 +
|'''Job cards'''
 +
|'''Payroll and Invoicing for SW Jobs'''
 +
|-
 +
|{{#ev:youtube|GBcqHrx5saQ|400}}
 +
|{{#ev:youtube|BKpWMEBpvXg|400}}
 +
|}
 +
 
 +
=Data Migration=
 +
 
 +
{| class = "wikitable"
 +
|'''Data Migration'''
 
|-
 
|-
−
|{{#ev:youtube|42vORVWVGps|400}}
+
|{{#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’