Difference between revisions of "Admin"

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(→‎Orgs and People A-J)
(→‎General Settings)
 
(25 intermediate revisions by 6 users not shown)
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[[File:helpheader_small.png|right]]
 
[[File:helpheader_small.png|right]]
  
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[[File:cl_settings_1.png|border]]
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[[File:clog_settings_cog.png]]
  
  
−
The Admin menu (system cog) 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.
+
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.
  
  
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* [[Email Settings|Email Setup]]
 
* [[Email Settings|Email Setup]]
−
* [[EveryLIFE PASSsystem]]
 
 
* [[Portal/Webforms - Settings]]
 
* [[Portal/Webforms - Settings]]
 
* [[PCA Predict|Post Code Anywhere (PCA Predict Address Lookup)]]
 
* [[PCA Predict|Post Code Anywhere (PCA Predict Address Lookup)]]
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* [[Non-Attendance Reasons]]
 
* [[Non-Attendance Reasons]]
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* [[Club_Clinic_Parameters|Parameters]]
+
* [[Clubs_%26_Clinics_General_Settings]]
 
* [[Transport Methods]]
 
* [[Transport Methods]]
 
* [[Treatments_And_Activities|Treatments And Activities]]
 
* [[Treatments_And_Activities|Treatments And Activities]]
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====Funded Work (Requires Funded Work Module)====
 
====Funded Work (Requires Funded Work Module)====
  
−
* [[Funded Job Work Type]]
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* [[Funded Job Work Types]]
 
* [[Fee Difference Reasons]]
 
* [[Fee Difference Reasons]]
  
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* [[Extension Database Setup]]
 
* [[Extension Database Setup]]
 
* [[Information Links Headings]]
 
* [[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]]
 
* [[System Details|Organisation Details]]
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* [[Operational Rules]]
 
 
* [[Publications]]
 
* [[Publications]]
 
* [[Publication Categories]]
 
* [[Publication Categories]]
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* [[Standard Letter Templates]]
 
* [[Standard Letter Templates]]
 
* [[Standard Letter Types]]
 
* [[Standard Letter Types]]
 +
* [[Supporting People Settings]]
 
* [[System Uploads]]
 
* [[System Uploads]]
 
* [[Uploaded Document Categories|Uploaded Doc. Categories]]
 
* [[Uploaded Document Categories|Uploaded Doc. Categories]]
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* [[General Rates In Projects]]
 
* [[General Rates In Projects]]
 
* [[Invoice Layouts]]
 
* [[Invoice Layouts]]
−
* [[Invoicing Parameters]]
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* [[Invoicing Settings]]
 
* [[HP Standard & Project Nominal Codes]] - '''Requires Handyperson Module'''
 
* [[HP Standard & Project Nominal Codes]] - '''Requires Handyperson Module'''
 
* [[Payment Methods]]
 
* [[Payment Methods]]
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* [[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]]
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* [[Victim of Crime]]
−
* [[Sexual Orientation]]
 
−
* [[Status]]
 
  
 
====Outcomes & Assessments====
 
====Outcomes & Assessments====
  
−
* [[Make Assessment Forms]]
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* [[Assessments_(Administrator_guide)|Make Assessment Forms]] - [[Deprecated Feature]]
 
* [[Outcome Groups]]
 
* [[Outcome Groups]]
 
* [[Ladder Outcomes]]
 
* [[Ladder Outcomes]]
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====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]]
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* [[Referral Reasons]]
 
* [[Referral Reasons]]
 
* [[Referral Sources]]
 
* [[Referral Sources]]
 +
* [[Referral Templates]]
 
* [[Signpost/External Referral Types]]
 
* [[Signpost/External Referral Types]]
 
* [[Termination Reasons]]
 
* [[Termination Reasons]]
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* [[Job Card Statuses]]
 
* [[Job Card Statuses]]
 
* [[Matching Exclusions]]
 
* [[Matching Exclusions]]
−
* [[Support Field Settings]]
+
* [[Roster General Settings]]
−
* [[Support Rates]]
+
* [[Roster Rates]]
−
* [[Support Rates in Projects]]
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* [[Roster Rates in Projects]]
−
* [[Support Worker Holiday Pay Parameters]]
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* [[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====
 
====User Access====
  
−
* [[List of User Details|Users]]
+
* [[Users]]
 
* [[Group Access Rights|Group Access]]
 
* [[Group Access Rights|Group Access]]
 
* [[Restricted IP Addresses]]
 
* [[Restricted IP Addresses]]

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
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