Difference between revisions of "LSOA Areas and Wards"

From Charitylog Manual
Jump to: navigation, search
(→‎Import of LSOA data)
 
(17 intermediate revisions by 4 users not shown)
Line 1: Line 1:
 
[[File:helpheader_small.png|right]]
 
[[File:helpheader_small.png|right]]
−
''Location in standard build:'' '''''Administration > LSOA Areas and Wards'''''
 
  
−
The LSOA Areas and Wards feature allows lookups of geographical data based on postcodes. There are two ways it can be used:
+
[[File:Menu_lsoa.png]]
  
−
# to look up address data to be entered on organisation/people records (address lines 3,4 (Town), 5 (County) and Postal District. This can be done with full postcodes or partial postcodes.
 
−
# to look up geographical data for the purposes of reporting - for example, Output Area Codes, Local Authorities, Clinical Commissioning Groups etc. '''This can only be done with full postcodes.'''
 
  
 +
__TOC__
  
−
__TOC
 
  
 +
==Introduction==
  
−
==Address data lookups, on full or partial postcodes==
+
The LSOA Areas and Wards feature acts as a lookup table and allows:
 +
 
 +
# To look up address data to be entered on organisation/people records (address lines 3,4 (Town), 5 (County) and Postal District. This can be done with full postcodes or partial postcodes.  The lookup will check the table for an exact match on the postcode, if a match is found it will complete the relevant fields from the table.  If a match is not found it will remove the last digit and research, this will continue until the final character is left.  If no results are found then the fields will not be completed on the record.
 +
# To attach local information when exporting data to a spread sheet (recommended that full postcodes are used for this data;
 +
## Output Area Code
 +
## Lower Output Area Code
 +
## Wards
 +
## Locality
 +
## Local Authority
 +
## Parish
 +
## Clinical Commissioning Group
 +
 
 +
==Adding/Editing==
 +
 
 +
To edit an existing postcode click on the 'edit' button, or to add a new set of data click the 'Create new area' button.
 +
 
 +
Complete the following;
 +
* Postcode (required)
 +
 
 +
===Org/Person Record Fields===
 +
The following fields are optional, these are used to fill in the address details on the records;
 +
* Address Line 3
 +
* Address Line 4 (Town)
 +
* Address Line 5 (County)
 +
* Postal District (this looks up the existing [[Postal District Names|Postal Districts]])
 +
 
 +
===Reporting Fields===
 +
The following fields are optional, these are added to data extracted from reports, when specified;
 +
*Output Area Code
 +
*Lower Output Area Code
 +
*Wards
 +
*Locality
 +
*Local Authority
 +
*Parish
 +
*Clinical Commissioning Group
 +
 
 +
Click the 'Save Details' to save any changes.
 +
 
 +
==Import of LSOA data==
 +
LSOAs can be imported using the "Import from a spreadsheet" section.

Latest revision as of 15:41, 7 May 2024

Helpheader small.png

Menu lsoa.png



Introduction

The LSOA Areas and Wards feature acts as a lookup table and allows:

  1. To look up address data to be entered on organisation/people records (address lines 3,4 (Town), 5 (County) and Postal District. This can be done with full postcodes or partial postcodes. The lookup will check the table for an exact match on the postcode, if a match is found it will complete the relevant fields from the table. If a match is not found it will remove the last digit and research, this will continue until the final character is left. If no results are found then the fields will not be completed on the record.
  2. To attach local information when exporting data to a spread sheet (recommended that full postcodes are used for this data;
    1. Output Area Code
    2. Lower Output Area Code
    3. Wards
    4. Locality
    5. Local Authority
    6. Parish
    7. Clinical Commissioning Group

Adding/Editing

To edit an existing postcode click on the 'edit' button, or to add a new set of data click the 'Create new area' button.

Complete the following;

  • Postcode (required)

Org/Person Record Fields

The following fields are optional, these are used to fill in the address details on the records;

  • Address Line 3
  • Address Line 4 (Town)
  • Address Line 5 (County)
  • Postal District (this looks up the existing Postal Districts)

Reporting Fields

The following fields are optional, these are added to data extracted from reports, when specified;

  • Output Area Code
  • Lower Output Area Code
  • Wards
  • Locality
  • Local Authority
  • Parish
  • Clinical Commissioning Group

Click the 'Save Details' to save any changes.

Import of LSOA data

LSOAs can be imported using the "Import from a spreadsheet" section.

Retrieved from ‘https://wiki.dizions.co.uk/index.php?title=LSOA_Areas_and_Wards&oldid=17354’