Difference between revisions of "Non-Attendance Reasons"
From Charitylog Manual
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[[File:helpheader_small.png|right]] | [[File:helpheader_small.png|right]] | ||
| − | + | [[File:non_a1.jpg|400px|alt="the charitylog admin menu displays a button for 'non attendance reasons'"]] | |
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| + | Non-attendance reasons are used if you need to record why people do not attend, or a session has been cancelled. | ||
| − | + | [[File:non_a2.jpg|700px|alt="a list of non attendance reasons, examples include transport issues, illess, on holiday."]] | |
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| − | [[File: | ||
==Adding a new reason== | ==Adding a new reason== | ||
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Click on the "New Reason" button, you will then be presented the following screen; | Click on the "New Reason" button, you will then be presented the following screen; | ||
| − | [[File: | + | [[File:non_a3.jpg|700px|alt="the non attendance reason entry page."]] |
You can now enter: | You can now enter: | ||
* '''Reason name''' (Required.) | * '''Reason name''' (Required.) | ||
| − | * '''Description''' (Information for administrators on this screen only; this field | + | * '''Description''' (Information for administrators on this screen only; this field will not output on reports.) |
* '''Reason Reporting Code''' (Used if you wish to group reasons together by a unified code on a report.) | * '''Reason Reporting Code''' (Used if you wish to group reasons together by a unified code on a report.) | ||
* '''Highlight Reason In Report?''' (This option controls whether the reason is highlighted on the report.) | * '''Highlight Reason In Report?''' (This option controls whether the reason is highlighted on the report.) | ||
| − | * '''Display Order''' (If you want the reason to be | + | * '''Display Order''' (If you want the reason to be displayed in a certain order. See [[Display Order]] for full details.) |
* '''Active Reason?''' (Set this to yes to make available.) | * '''Active Reason?''' (Set this to yes to make available.) | ||
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==Editing a reason== | ==Editing a reason== | ||
| − | Click on the name of an existing reason to go to the edit screen. Please note that | + | Click on the name of an existing reason to go to the edit screen. Please note that renaming the reason will change historical reporting. To switch a reason off, set the active field to no. |
Click on the "Save Details" button to save the changes. | Click on the "Save Details" button to save the changes. | ||
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| − | [[ | + | [[File:helpheader_small.png|right]] |
Latest revision as of 16:41, 9 February 2024
Non-attendance reasons are used if you need to record why people do not attend, or a session has been cancelled.
Adding a new reason
Click on the "New Reason" button, you will then be presented the following screen;
You can now enter:
- Reason name (Required.)
- Description (Information for administrators on this screen only; this field will not output on reports.)
- Reason Reporting Code (Used if you wish to group reasons together by a unified code on a report.)
- Highlight Reason In Report? (This option controls whether the reason is highlighted on the report.)
- Display Order (If you want the reason to be displayed in a certain order. See Display Order for full details.)
- Active Reason? (Set this to yes to make available.)
Click on the "Save Details" button to add the new reason.
Editing a reason
Click on the name of an existing reason to go to the edit screen. Please note that renaming the reason will change historical reporting. To switch a reason off, set the active field to no.
Click on the "Save Details" button to save the changes.
