Difference between revisions of "Sight Loss MOT"
From Charitylog Manual
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==Preparing the record for the fields== | ==Preparing the record for the fields== | ||
| − | Using [[Customise Orgs & People]] you will need to create a new | + | Using [[Customise Orgs & People]] you will need to create a new section called Sight Loss MOT. On the "Sections" section, click Add New Section. |
| − | + | Then on the Record Types section, click the Sections button for the record type that you use the Sight Loss MOT with, see [[Customise_Orgs_%26_People#Edit_Sections|Sections]]. | |
==Importing the Extension Databases== | ==Importing the Extension Databases== | ||
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*Step 2 - At the bottom of the of the page click 'Import From Library' | *Step 2 - At the bottom of the of the page click 'Import From Library' | ||
*Step 3 - Import the Sight Loss MOT extension databases (all 3 are required). | *Step 3 - Import the Sight Loss MOT extension databases (all 3 are required). | ||
| − | *Step 4 - Once imported click the name of each extension database and change the setup to appear on the | + | *Step 4 - Once imported click the name of each extension database and change the setup to appear on the section created above (see [[Extension_Database_Setup|Extension Database Setup]] for details. |
You will need a copy of the Sight Loss MOT spreadsheet, this can be obtained from support@dizions.co.uk | You will need a copy of the Sight Loss MOT spreadsheet, this can be obtained from support@dizions.co.uk | ||
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==Download the report== | ==Download the report== | ||
| − | Clink the link below to | + | Clink the link below to download the report:# |
[[https://dizions.sharepoint.com/:x:/s/externalsite/Edq5TchE3AtIr1qD1Kpsy80B3QN6rFZSm0r4-hCQS5YcNQ Download]] | [[https://dizions.sharepoint.com/:x:/s/externalsite/Edq5TchE3AtIr1qD1Kpsy80B3QN6rFZSm0r4-hCQS5YcNQ Download]] | ||
Latest revision as of 13:20, 16 May 2023
Contents
Preparing the record for the fields
Using Customise Orgs & People you will need to create a new section called Sight Loss MOT. On the "Sections" section, click Add New Section.
Then on the Record Types section, click the Sections button for the record type that you use the Sight Loss MOT with, see Sections.
Importing the Extension Databases
Before using the Sight Loss MOT you need to import the extension database. This action will require Group Access to Customise Orgs & People and Extension Database Setup.
- Step 1 - Go to Admin Cog/General Settings/Extension Database Setup
- Step 2 - At the bottom of the of the page click 'Import From Library'
- Step 3 - Import the Sight Loss MOT extension databases (all 3 are required).
- Step 4 - Once imported click the name of each extension database and change the setup to appear on the section created above (see Extension Database Setup for details.
You will need a copy of the Sight Loss MOT spreadsheet, this can be obtained from support@dizions.co.uk
Download the report
Clink the link below to download the report:#
[Download]
Using the Sight Loss MOT
| Entering Data | Reporting |
