Difference between revisions of "Favourites"

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The Favourites system is a configurable dashboard which is specific to each User. At the end of your menu tabs there is a star icon:
  
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If your organisation lends or rents equipment, Charitylog has a useful feature which allows you to assign it to people and track who has which piece of equipment.
 
  
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First, you need to set up the equipment using the '''Administration > Equipment''' menu item. You may not have access to the Administration menu; if not, speak to your in-house administrators.
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[[File:favourites1.JPG|600px|alt="a screenshot of the favourites button, which is a yellow star icon."]]
  
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Once the equipment is set up on your system, use the "Equipment" link at the bottom of a Client Details screen to access the Equipment History page for that client;
 
  
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Clicking this star icon will drop down the option to add the page your are currently visiting as a favourite.
  
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[[File:Office_Eq_1.png|border]]
 
  
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[[File:favourites2.JPG|500px|alt="a screenshot of the 'add to favourites' button."]]
  
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You can use the "Enter New Item" link to assign an item of equipment to this client.
 
  
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Click Add this page to your favourites to bookmark it.
  
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[[File:Office_Eq_2.png|border]]
 
  
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[[File:favourites3.JPG|500px|alt="a screenshot of the 'added to favourites' message."]]
  
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Once the item is assigned, together with the relevant dates, it will be displayed on the Equipment History page. Once returned, you can update the assignment with the return date and any notes if needed.
 
  
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The title of that page will now always appear when the star icon tab is clicked.
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[[File:Office_Eq_3.png|border]]
 
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To see which equipment is allocated, you can use the [[Reporting and Outcomes#Equipment Allocations|Equipment Allocations report]].
 
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[[File:RAO_5.png|border]]
 

Latest revision as of 12:49, 2 September 2024

The Favourites system is a configurable dashboard which is specific to each User. At the end of your menu tabs there is a star icon:


"a screenshot of the favourites button, which is a yellow star icon."


Clicking this star icon will drop down the option to add the page your are currently visiting as a favourite.


"a screenshot of the 'add to favourites' button."


Click Add this page to your favourites to bookmark it.


"a screenshot of the 'added to favourites' message."


The title of that page will now always appear when the star icon tab is clicked.

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