|
|
| Line 1: |
Line 1: |
| − | [[File:helpheader_small.png|right]]
| + | #REDIRECT [[Project Set Up]] |
| − | The set of tabs displayed on the [[Project Details]] screen allow you to configure the way that each Project on your system works.
| |
| − | | |
| − | ''Location in standard build:'' '''''[[Admin]] menu > Projects & Referrals > [[Project Set Up]] >''''' ''click on name of Project''
| |
| − | | |
| − | | |
| − | __TOC__
| |
| − | | |
| − | | |
| − | | |
| − | ===General tab===
| |
| − | | |
| − | | |
| − | [[File:cl_PD_1.png|500px|border]]
| |
| − | | |
| − | | |
| − | Here you can give the project a name and description, link to a module (using the "Type of Project" field), etc. See the [[Project Details - General tab]] page for full details.
| |
| − | | |
| − | | |
| − | ===Record a Contact tab===
| |
| − | | |
| − | | |
| − | [[File:cl_PD_2.png|500px|border]]
| |
| − | | |
| − | | |
| − | The Record a Contact tab allows you to choose how the [[Contact Management]] part of the Project will operate. See the [[Project Details - Record a Contact tab]] page for full details.
| |
| − | | |
| − | | |
| − | ===Code Settings tab===
| |
| − | | |
| − | | |
| − | [[File:cl_PD_3.png|500px|border]]
| |
| − | | |
| − | | |
| − | Choose whether to use [[Classification Codes]] in this project, and whether to force users to enter them. See the [[Project Details - Code Settings tab]] page for full details.
| |
| − | | |
| − | | |
| − | ===Funding tab===
| |
| − | | |
| − | | |
| − | [[File:cl_PD_4.png|500px|border]]
| |
| − | | |
| − | | |
| − | Record who funds this project, and the related amount(s). See the [[Project Details - Funding tab]] page for full details.
| |
| − | | |
| − | | |
| − | ===Types Of Orgs & People tab===
| |
| − | | |
| − | | |
| − | [[File:cl_PD_5.png|500px|border]]
| |
| − | | |
| − | | |
| − | Choose which Organisation and People types this project works with. See the [[Project Details - Types Of Orgs & People tab]] for full details.
| |
| − | | |
| − | | |
| − | | |
| − | ===Additional Data Collection tab===
| |
| − | | |
| − | | |
| − | [[File:cl_PD_6.png|500px|border]]
| |
| − | | |
| − | | |
| − | Select which Assessment Forms, Extension Databases and Ladder Outcomes to link to this project. See the [[Project Details - Additional Data Collection tab]] page for full details.
| |
| − | | |
| − | | |
| − | | |
| − | ===3rd Party Systems tab===
| |
| − | | |
| − | | |
| − | Select options for links to third party software. See the [[Project Details - 3rd Party Systems tab]] for full details.
| |
| − | | |
| − | | |
| − | ----
| |
| − | [[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 15:19, 30 August 2017 (BST)
| |
| − | [[File:helpheader_small.png|right]]
| |
| − | [[Category:Configuration]]
| |
