Difference between revisions of "Admin"

From Charitylog Manual
Jump to: navigation, search
(→‎General Settings)
(→‎General Settings)
 
(59 intermediate revisions by 7 users not shown)
Line 1: Line 1:
 
[[File:helpheader_small.png|right]]
 
[[File:helpheader_small.png|right]]
  
−
''Location in standard build:'' '''''Top right corner'''''
+
[[File:clog_settings_cog.png]]
  
−
[[File:cl_settings_1.png|border]]
 
  
−
 
+
The Admin menu (system cog) in the system contains all the configuration options. This page lists all of the relevant pages in the manual, in the same structure as the Admin menu.
−
The Admin menu in Charitylog contains all the configuration options. This page lists all of the relevant pages in the manual, in the same structure as the Admin menu.
 
  
  
Line 15: Line 13:
  
 
* [[Email Settings|Email Setup]]
 
* [[Email Settings|Email Setup]]
−
* [[EveryLIFE PASSsystem]]
 
 
* [[Portal/Webforms - Settings]]
 
* [[Portal/Webforms - Settings]]
−
* [[Postcode Anywhere]]
+
* [[PCA Predict|Post Code Anywhere (PCA Predict Address Lookup)]]
−
* [[Text Anywhere Settings]]
+
* [[TextAnywhere|Text Anywhere Settings]]
  
 
====Clubs & Clinics====
 
====Clubs & Clinics====
  
 
* [[Non-Attendance Reasons]]
 
* [[Non-Attendance Reasons]]
−
* [[Parameters]]
+
* [[Clubs_%26_Clinics_General_Settings]]
 
* [[Transport Methods]]
 
* [[Transport Methods]]
−
* [[Treatments and Activities]]
+
* [[Treatments_And_Activities|Treatments And Activities]]
−
 
 
  
 
====Database Operations====
 
====Database Operations====
Line 34: Line 30:
 
* [[Update Replica Databases]]
 
* [[Update Replica Databases]]
  
 +
====Funded Work (Requires Funded Work Module)====
 +
 +
* [[Funded Job Work Types]]
 +
* [[Fee Difference Reasons]]
 +
 +
====GDPR====
 +
 +
* [[Field Sets]]
 +
* [[GDPR Settings]]
 +
* [[Consent Rule Text Entry]]
  
 
====General Settings====
 
====General Settings====
  
 
* [[Bank Holiday Dates]]
 
* [[Bank Holiday Dates]]
−
* [[Extension Databases|Extension Database Setup]]
+
* [[Branch Groupings (Views)]] - '''Requires Branch Module'''
−
* [[Operational Rules]]
+
* [[Branches/Offices]] - '''Requires Branch Module'''
 +
* [[Extension Database Setup]]
 +
* [[Information Links Headings]]
 +
* [[Manage Menus]]
 +
* [[https://wiki.dizions.co.uk/index.php/System_settings System Settings]]
 +
* [[https://wiki.dizions.co.uk/index.php/Logging_In_/_System_Access Logging In/System Access]]
 +
* [[System Details|Organisation Details]]
 +
* [[Publications]]
 
* [[Publication Categories]]
 
* [[Publication Categories]]
 
* [[Publication Languages]]
 
* [[Publication Languages]]
−
* [[Publications]]
 
 
* [[Standard Letter Templates]]
 
* [[Standard Letter Templates]]
 
* [[Standard Letter Types]]
 
* [[Standard Letter Types]]
−
* [[System Details]]
+
* [[Supporting People Settings]]
 
* [[System Uploads]]
 
* [[System Uploads]]
 
* [[Uploaded Document Categories|Uploaded Doc. Categories]]
 
* [[Uploaded Document Categories|Uploaded Doc. Categories]]
  
−
====Handyperson====
+
====Handyperson (Requires Handyperson Module)====
  
 +
* [[Handyperson Cancel. Reasons]]
 
* [[Handyperson General Details]]
 
* [[Handyperson General Details]]
 
* [[Handyperson Job Types]]
 
* [[Handyperson Job Types]]
 
* [[Handyperson Materials]]
 
* [[Handyperson Materials]]
−
* [[HP Standard & Project Nominal Codes]]
+
* [[HP Material Costs]] - '''Requires Invoicing Module'''
−
* [[HP Material Costs]]
+
* [[HP Project Labour Costs]] - '''Requires Invoicing Module'''
−
* [[HP Project Labour Costs]]
+
* [[HP Standard & Project Nominal Codes]] - '''Requires Invoicing Module'''
−
* [[Handyperson Cancel. Reasons]]
+
 
 +
====IMCA - Requires IMCA Module====
 +
 
 +
* [[Means of Communication]]
  
−
====Invoicing====
+
====Invoicing - Requires Invoicing Module====
  
 
* [[Cost Centres]]
 
* [[Cost Centres]]
 
* [[General Charge Rates]]
 
* [[General Charge Rates]]
 
* [[General Rates In Projects]]
 
* [[General Rates In Projects]]
−
* [[HP Standard and Project Nominal Codes]]
 
 
* [[Invoice Layouts]]
 
* [[Invoice Layouts]]
−
* [[Invoicing Parameters]]
+
* [[Invoicing Settings]]
 +
* [[HP Standard & Project Nominal Codes]] - '''Requires Handyperson Module'''
 
* [[Payment Methods]]
 
* [[Payment Methods]]
 
* [[VAT Codes]]
 
* [[VAT Codes]]
−
 
−
 
−
====User Access====
 
−
 
−
* [[List of User Details|Users]]
 
−
* [[Group Access Rights|Group Access]]
 
−
* [[Restricted IP Addresses]]
 
−
 
  
 
====Orgs and People A-J====
 
====Orgs and People A-J====
−
 
  
 
* [[Customise Orgs & People]]
 
* [[Customise Orgs & People]]
Line 85: Line 92:
 
* [[Age Range]]
 
* [[Age Range]]
 
* [[Benefits]]
 
* [[Benefits]]
−
* [[Disabilities]]
 
 
* [[Blue Badge Holder]]
 
* [[Blue Badge Holder]]
−
* [[Consent Rule Text Entry]]
 
 
* [[Carer's Role]]
 
* [[Carer's Role]]
 
* [[Consent Given]]
 
* [[Consent Given]]
 
* [[Courses and Qualifications]]
 
* [[Courses and Qualifications]]
−
* [[Ethnic Group]]
 
−
* [[Equipment Descriptions|Equipment]]
 
−
* [[Categories of Need|General Category of Need]]
 
 
* [[DBS/PVG Checked]]
 
* [[DBS/PVG Checked]]
 +
* [[Disabilities]]
 
* [[Eligible For Gift Aid]]
 
* [[Eligible For Gift Aid]]
 
* [[Employed]]
 
* [[Employed]]
 +
* [[Equipment Descriptions|Equipment]]
 +
* [[Ethnic Group]]
 
* [[Gender]]
 
* [[Gender]]
−
 
+
* [[Groups & Skills]]
  
 
====Orgs and People K-Z====
 
====Orgs and People K-Z====
−
 
  
 
* [[Customise Orgs & People]]
 
* [[Customise Orgs & People]]
−
* [[Main Language]]
 
−
* [[Registered Disabled]]
 
 
* [[Living Arrangements]]
 
* [[Living Arrangements]]
 
* [[LSOA Areas and Wards]]
 
* [[LSOA Areas and Wards]]
−
* [[Membership and Skills]]
+
* [[Main Languages| Main Langauge]]
−
* [[Victim of Crime]]
 
 
* [[Marital Status]]
 
* [[Marital Status]]
 +
* [[Postal District Names|Postal District]]
 
* [[People/Organisation Categories|Person/Organisation Category]]
 
* [[People/Organisation Categories|Person/Organisation Category]]
−
* [[Postal District Names|Postal District]]
+
* [[Registered Disabled]]
 
* [[Relationships]]
 
* [[Relationships]]
−
* [[Religious Group]]
+
* [[Religions|Religious Group]]
 +
* [[Service User Groups|Service User Group]]
 +
* [[Sexual Orientations|Sexual Orientation]]
 +
* [[Statuses|Status]]
 
* [[Unavailability Reasons]]
 
* [[Unavailability Reasons]]
−
* [[Service User Group]]
+
* [[Victim of Crime]]
−
* [[Sexual Orientation]]
 
−
* [[Status]]
 
−
 
 
  
 
====Outcomes & Assessments====
 
====Outcomes & Assessments====
  
−
* [[Make Assessment Forms]]
+
* [[Assessments_(Administrator_guide)|Make Assessment Forms]] - [[Deprecated Feature]]
 
* [[Outcome Groups]]
 
* [[Outcome Groups]]
 
* [[Ladder Outcomes]]
 
* [[Ladder Outcomes]]
 
* [[Simple Outcomes]]
 
* [[Simple Outcomes]]
−
 
  
 
====Projects & Referrals====
 
====Projects & Referrals====
  
 +
* [[Classification Code Setup| Classification Codes]] - Also used for Age UK I&A Codes, CAB AIC Codes.
 +
* [[Contact Types]]
 +
* [[Contact Methods]]
 
* [[Project Set Up]]
 
* [[Project Set Up]]
−
* [[Referral Templates]]
 
−
* [[Contact Methods]]
 
−
* [[Contact Types]]
 
−
* [[Consent Rule Text Entry]]
 
 
* [[Project Subcategories]]
 
* [[Project Subcategories]]
 
* [[Project Funding Streams]]
 
* [[Project Funding Streams]]
Line 141: Line 141:
 
* [[Referral Reasons]]
 
* [[Referral Reasons]]
 
* [[Referral Sources]]
 
* [[Referral Sources]]
 +
* [[Referral Templates]]
 
* [[Signpost/External Referral Types]]
 
* [[Signpost/External Referral Types]]
 
* [[Termination Reasons]]
 
* [[Termination Reasons]]
  
−
 
+
====Roster Worker - Requires Roster Module====
−
====Support Worker====
 
  
 
* [[Alerts]]
 
* [[Alerts]]
 
* [[Job Card Statuses]]
 
* [[Job Card Statuses]]
 
* [[Matching Exclusions]]
 
* [[Matching Exclusions]]
−
* [[Support Field Settings]]
+
* [[Roster General Settings]]
−
* [[Support Rates]]
+
* [[Roster Rates]]
−
* [[Support Rates in Projects]]
+
* [[Roster Rates in Projects]]
−
* [[Support Worker Holiday Pay Parameters]]
+
* [[Roster Worker Holiday Pay Settings]]
−
* [[Support Services]]
+
* [[Roster Services]]
−
* [[Support Teams]]
+
* [[Roster Teams]]
 
* [[Tasks]]
 
* [[Tasks]]
 +
* [[Travel Rule Sets]]
 +
* [[Roster Terminology]]
 
* [[Time Rounding]]
 
* [[Time Rounding]]
−
* [[Support Terminology]]
+
 
 +
====User Access====
 +
 
 +
* [[Users]]
 +
* [[Group Access Rights|Group Access]]
 +
* [[Restricted IP Addresses]]
  
  
 
----
 
----
−
[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 15:06, 22 August 2017 (BST)
 
 
[[File:helpheader_small.png|right]]
 
[[File:helpheader_small.png|right]]
 
[[Category:Overviews]]
 
[[Category:Overviews]]

Latest revision as of 08:59, 28 August 2024

Helpheader small.png

Clog settings cog.png


The Admin menu (system cog) in the system contains all the configuration options. This page lists all of the relevant pages in the manual, in the same structure as the Admin menu.



3rd Party Software

Clubs & Clinics

Database Operations

Funded Work (Requires Funded Work Module)

GDPR

General Settings

Handyperson (Requires Handyperson Module)

IMCA - Requires IMCA Module

Invoicing - Requires Invoicing Module

Orgs and People A-J

Orgs and People K-Z

Outcomes & Assessments

Projects & Referrals

Roster Worker - Requires Roster Module

User Access


Helpheader small.png
Retrieved from ‘https://wiki.dizions.co.uk/index.php?title=Admin&oldid=18709’