Difference between revisions of "Webinars"

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(→‎User & Group Access)
(→‎GDPR and Consent)
 
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=Action List=
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=Actions and Contacts=
  
 
{| class="wikitable"
 
{| class="wikitable"
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|'''Using the Action List'''
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|'''[https://wiki.dizions.co.uk/index.php/Action_List Using the Action List]'''
 +
|'''[https://wiki.dizions.co.uk/index.php/Recording_Contacts Record a Contact]'''
 
|-
 
|-
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|{{#ev:youtube|3PWc-W8t-rM|400}}
+
 
 
|}
 
|}
  
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=GDPR and Consent=
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=GDPR & Consent=
  
 
{| class="wikitable"
 
{| class="wikitable"
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|'''Changes to Make GDPR easier Part 1'''
 
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|'''Changes to Make GDPR easier Part 2'''
 
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|-
 
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|{{#ev:youtube|wESUoQERRL8|400}}
 
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|{{#ev:youtube|z0BEyuiZXIo|400}}
 
−
|}
 
  
 
{| class="wikitable"
 
{| class="wikitable"
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|'''GDPR Settings'''
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|'''[https://www.youtube.com/watch?v=uNqiwDLj_Lc GDPR Settings]'''
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|'''Consent Rules'''
+
|'''[https://www.youtube.com/watch?v=Hij2xFtGjT4 Consent Rules]'''
 
|-
 
|-
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|{{#ev:youtube|uNqiwDLj_Lc|400}}
 
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|{{#ev:youtube|Hij2xFtGjT4|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]'''
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|'''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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|{{#ev:youtube|Nr5ufabr5Ig|400}}
 
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|{{#ev:youtube|wGzFab48ylw|400}}
 
−
|}
 
  
 
{| class="wikitable"
 
{| class="wikitable"
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|'''Collaborative Reporting'''
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|'''[https://www.youtube.com/watch?time_continue=9&v=Upw2NKJbc0o&feature=emb_logo Collaborative Reporting]'''
 
|-
 
|-
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|{{#ev:youtube|4KsTKuWYzJw|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]'''
−
|'''Advanced Reporting with Pivot Charts'''
+
|'''[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}}
+
 
−
|{{#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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|{{#ev:youtube|niqgUenxyfE|400}}
+
 
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|{{#ev:youtube|nRhh_f_J738|400}}
 
−
|}
 
  
 
{| class="wikitable"
 
{| class="wikitable"
−
|'''Extension Database Reports'''
+
|'''[https://wiki.dizions.co.uk/index.php/Extension_Database_Reports Extension Database Reports]'''
 
|-
 
|-
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|{{#ev:youtube|VPAeZyjQ1Mg|400}}
 
−
|}
 
  
−
{| class="wikitable"
 
−
|'''Setting up an Excel Linked Ext DB'''
 
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|-
 
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|{{#ev:youtube|UUPtKODttdQ|400}}
 
 
|}
 
|}
−
 
−
 
  
 
=Clubs and Clinics=
 
=Clubs and Clinics=
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{| class="wikitable"
 
{| class="wikitable"
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|'''Clubs and Clinics Setup'''
+
|'''[https://wiki.dizions.co.uk/index.php/Clubs,_Clinics_%26_Groups Clubs and Clinics Setup]'''
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|'''Club and Clinic Monitoring'''
 
 
|-
 
|-
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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://wiki.dizions.co.uk/index.php/Clinic_Monitoring Club and Clinic Monitoring]'''
−
|-
+
|'''[https://www.youtube.com/watch?v=OqKbXGaLF4A Alternative Method for Group Attendance]'''
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|{{#ev:youtube|OqKbXGaLF4A|400}}
+
 
 
|}
 
|}
  
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{| class="wikitable"
 
{| class="wikitable"
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|'''Benefits Module'''
+
|'''[https://wiki.dizions.co.uk/index.php/Benefit_Descriptions Benefits Module]'''
 
|-
 
|-
−
|{{#ev:youtube|Y41jKP8oIAQ|400}}
+
 
 
|}
 
|}
−
 
  
 
=Classification Codes=
 
=Classification Codes=
  
 
{| class="wikitable"
 
{| class="wikitable"
−
|'''Creating Classification Codes'''
+
|'''[https://wiki.dizions.co.uk/index.php/Classification_Code_Setup Creating Classification Codes]'''
 
|-
 
|-
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|{{#ev:youtube|vxYpjy8_glI|400}}
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|}
 
|}
  
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{| class="wikitable"
 
{| class="wikitable"
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|'''User Access Controls'''
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|'''[https://wiki.dizions.co.uk/index.php/Users User Access Controls]'''
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|'''Group Access'''
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|'''[https://wiki.dizions.co.uk/index.php/Group_Access_Rights Group Access]'''
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|'''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|_zJ1lXpHMhU|400}}
 
 
|}
 
|}
  
 
{| class="wikitable"
 
{| class="wikitable"
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|'''Using Charitylog for HR'''
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|'''[https://www.youtube.com/watch?v=gJPObnsDzZY&t=2s Using Charitylog for HR]'''
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|'''Managing Volunteer Records'''
+
|'''[https://www.youtube.com/watch?v=AvOxNXYG5Iw Managing Volunteer Records]'''
 
|-
 
|-
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|{{#ev:youtube|gJPObnsDzZY|400}}
 
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|{{#ev:youtube|AvOxNXYG5Iw|400}}
 
 
|}
 
|}
  
−
=Projects=
+
=Projects & Templates=
  
 
{| class="wikitable"
 
{| class="wikitable"
−
|'''Introduction to Projects'''
+
|'''[https://wiki.dizions.co.uk/index.php/Project_Set_Up Project Set Up]'''
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|'''Project Set-up - General Tab'''
+
|'''[https://wiki.dizions.co.uk/index.php/Referral_Templates Referral Templates]'''
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|'''Project Set-up - Record a Contact Tab'''
+
|}
 +
 
 +
=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]'''
 +
|-
 +
|}
 +
 
 +
{| class="wikitable"
 +
|'''[https://www.youtube.com/watch?v=JyJJYytVP6A Simple Outcomes]'''
 
|-
 
|-
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|{{#ev:youtube|0AVNDcUPmGM|400}}
+
 
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|{{#ev:youtube|I-RsuLHuuDA|400}}
 
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|{{#ev:youtube|r7xq1a3iEtU|400}}
 
 
|}
 
|}
  
−
=Outcomes=
+
=Customise Orgs & People=
  
 
{| class="wikitable"
 
{| class="wikitable"
−
|'''Ladder Outcome Setup 1/3'''
+
|'''[https://wiki.dizions.co.uk/index.php/Customise_Orgs_%26_People Edit Fields]'''
−
|'''Data Entry of Ladder Outcomes 2/3'''
+
|'''[https://wiki.dizions.co.uk/index.php/Customise_Orgs_%26_People Edit Sections]'''
−
|'''Reporting on Ladder Outcome Data 3/3'''
+
 
 
|-
 
|-
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|{{#ev:youtube|ed3PeQGLlpc|400}}
 
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|{{#ev:youtube|kk3aR4tzxQQ|400}}
 
−
|{{#ev:youtube|1IvH4-CjUOY|400}}
 
 
|}
 
|}
  
 
{| class="wikitable"
 
{| class="wikitable"
−
|'''Simple Outcomes'''
+
|'''[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]'''
 
|-
 
|-
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|{{#ev:youtube|JyJJYytVP6A|400}}
+
 
 
|}
 
|}
  
 +
{| class="wikitable"
 +
|'''[https://wiki.dizions.co.uk/index.php/Customise_Orgs_%26_People Other Record Types]'''
 +
 +
|-
  
 +
|}
  
−
=Customise Orgs & People=
+
=Relationships=
  
 
{| class="wikitable"
 
{| class="wikitable"
−
|'''Edit Fields'''
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|'''Adding Relationships'''
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|'''Edit Tabs'''
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|'''Managing Relationships'''
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|'''Adding Other Record Types'''
 
 
|-
 
|-
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|{{#ev:youtube|hwGQCZbu-bs|400}}
+
|{{#ev:youtube|kYVJ5_AMm4Y|400}}
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|{{#ev:youtube|GpLedGV0CoI|400}}
+
|{{#ev:youtube|l8GFiOiNAu4|400}}
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|{{#ev:youtube|IqQgOY6isms|400}}
 
 
|}
 
|}
 +
 +
=Standard Letter Templates=
  
 
{| class="wikitable"
 
{| class="wikitable"
−
|'''Minimum Data Sets'''
+
|'''Standard Letter Templates'''
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|'''Rules for Anonymous Contacts'''
 
 
|-
 
|-
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|{{#ev:youtube|ACsJS4zxkvw|400}}
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|{{#ev:youtube|Qdc733Lo7nQ|400}}
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|{{#ev:youtube|7rILxO2QY8w|400}}
 
 
|}
 
|}
  
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|{{#ev:youtube|GBcqHrx5saQ|400}}
 
|{{#ev:youtube|GBcqHrx5saQ|400}}
 
|{{#ev:youtube|BKpWMEBpvXg|400}}
 
|{{#ev:youtube|BKpWMEBpvXg|400}}
 +
|}
 +
 +
=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
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