Difference between revisions of "Modules"
From Charitylog Manual
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| − | = | + | =System types= |
The system is available in different designs depending on what is required. | The system is available in different designs depending on what is required. | ||
| − | ==Charitylog | + | ===Charitylog Starter=== |
| − | |||
| − | + | Charitylog Starter is a cut down version of the main Charitylog CRM/CMS. This is an affordable option paid monthly for smaller organisations. The Starter system can be tailored to include further features as required and can be upgraded to the full Charitylog system. Please not that Rostering, Handy Persons and Invoicing are not available for Charitylog Starter. The main features are: | |
| − | + | * '''5 Record types (additional available)''' | |
| + | * '''Contact management for a single project/service (additional projects available)''' | ||
| + | * '''GDPR features and consent rules''' | ||
| + | * '''Relationships between people''' | ||
| + | * '''Key Performance Indicators and reporting''' | ||
| + | * '''A portal from a partner using Charitylog to receive referrals. | ||
| + | * '''Addition plugins and expansions available (some listed below)''' | ||
| + | ** Extra record types | ||
| + | ** Bespoke fields | ||
| + | ** Ladder/Progressive outcomes | ||
| + | ** Clubs and Groups for attendance monitoring | ||
| − | ==Charitylog== | + | ===Charitylog One=== |
| + | Charitylog One comes with the full features of the full Charitylog System but with only one Project/Service. Charitylog One does not include user access controls. Changes to group access must be requested through the support team. | ||
| − | == | + | ===Charitylog=== |
| + | Charitylog is a feature rich Contact Management System that enables voluntary sector organisations to work closely with service users and provide valuable statistics and reports to maintain and gain funding. Some of the key features are: | ||
| + | * '''30 Record types''' | ||
| + | * '''Contact management for unlimited projects/services''' | ||
| + | * '''GDPR features and consent rules''' | ||
| + | * '''Relationships between people''' | ||
| + | * '''Document and Image attachments''' | ||
| + | * '''Key Performance Indicators and reporting''' | ||
| + | * '''Bespoke fields''' | ||
| + | * '''Ladder/Progressive outcomes''' | ||
| + | * '''Clubs and Groups for attendance monitoring''' | ||
| + | * '''Enhanced service codes using classification codes to monitor service and information provided''' | ||
| + | * '''Interactive Calendars''' | ||
| + | * '''Volunteer management and job cards''' | ||
| + | * '''Addition plugins and expansions available (some listed below)''' | ||
| + | ** Referral portals to and from other Charitylog Systems | ||
| + | ** Incoming referrals from web forms | ||
| + | ** Addition Service modules available | ||
| + | ** Incoming/Outgoing referral portal to and from partners using Charitylog/Crossdata to receive referrals. | ||
| − | = | + | ===Crossdata=== |
| + | Crossdata is a feature rich Contact Management System that enable public sector organisations to work closely with service users and provide valuable statistics and reports to maintain and gain funding. Some of the key features are: | ||
| + | * '''30 Record types''' | ||
| + | * '''Contact management for unlimited projects/services''' | ||
| + | * '''GDPR features and consent rules''' | ||
| + | * '''Relationships between people''' | ||
| + | * '''Document and Image attachments''' | ||
| + | * '''Key Performance Indicators and reporting''' | ||
| + | * '''Bespoke fields''' | ||
| + | * '''Ladder/Progressive outcomes''' | ||
| + | * '''Clubs and Groups for attendance monitoring''' | ||
| + | * '''Enhanced service codes using classification codes to monitor service and information provided''' | ||
| + | * '''Interactive Calendars''' | ||
| + | * '''Volunteer management and job cards''' | ||
| + | * '''Addition plugins and expansions available (some listed below)''' | ||
| + | ** Referral portals to and from other Charitylog Systems | ||
| + | ** Incoming referrals from web forms | ||
| + | ** Addition Service modules available | ||
| + | ** Incoming/Outgoing referral portal to and from partners using Charitylog/Crossdata to receive referrals. | ||
| + | |||
| + | =Optional Service Modules= | ||
The system has additional modules that can be purchased, in addition to the main system. These modules include; | The system has additional modules that can be purchased, in addition to the main system. These modules include; | ||
| − | == | + | ===Branches=== |
The Branch module allows you to split your database into sections, to allow for more data protection and privacy. You can use branches to control who has access to which data, such as if you operate within a few different areas and want to prevent someone from one area seeing the information from another. | The Branch module allows you to split your database into sections, to allow for more data protection and privacy. You can use branches to control who has access to which data, such as if you operate within a few different areas and want to prevent someone from one area seeing the information from another. | ||
| − | ==Call Round App== | + | ===Call Round App=== |
| − | == | + | ===Enhanced Mapping=== |
| − | == | + | ===Funded Work=== |
| + | The Funded work module helps to plan and manage service user requests for work/services that require funding. The module includes the following features: | ||
| − | + | * '''Managing the request''' | |
| + | * '''Technical Officer and quotations''' | ||
| + | * '''Recording funding applications made for the work''' | ||
| + | * '''Recording quotes from tendering organisations''' | ||
| + | * '''Processing winning tenders''' | ||
| + | * '''Recording work and jobs costings to see financial outcome''' | ||
| − | + | This module can be used for large home adaptations for housing, funding for personal services or medical services. See [[Funded Work Module]] for help on using this module. | |
| − | |||
| − | == | + | ===Handypersons=== |
The Handyperson module allows you to assign and schedule jobs to a handyperson, as well as record materials and labour used. If you also own the invoicing module, you can take this a step further by creating invoices for work done. | The Handyperson module allows you to assign and schedule jobs to a handyperson, as well as record materials and labour used. If you also own the invoicing module, you can take this a step further by creating invoices for work done. | ||
| − | ==IMCA== | + | ===IMCA=== |
| − | The IMCA module ( | + | The IMCA module (Independent Mental Capacity Advocate) allows IMCAs to record detailed notes about each of their cases with sections to allow for specific information, such as decisions and outcomes, to be recorded. |
| − | == | + | ===Invoicing=== |
| − | The invoicing module allows you to create invoices for: | + | The invoicing module allows you to create cost centres, service rates and invoices for: |
| − | *Roster jobs | + | * '''Roster jobs, including payroll''' |
| − | *Handyperson | + | * '''Handyperson work done''' |
| − | *Time | + | * '''Time and travel for contact made''' |
| − | *Club and | + | * '''Club and group attendances''' |
| − | + | * '''Export options to major accounts packages''' | |
| − | == | + | ===Rostering (previously known as Support Workers)=== |
| − | |||
| − | |||
The Roster module allows you to create scheduled or one-off jobs for support workers or members of staff to visit or perform a service for clients. If you have the [[Call Round (End User Guide)|Call Round mobile app]], workers can sign in and out of their jobs in real time, to mark them as completed. | The Roster module allows you to create scheduled or one-off jobs for support workers or members of staff to visit or perform a service for clients. If you have the [[Call Round (End User Guide)|Call Round mobile app]], workers can sign in and out of their jobs in real time, to mark them as completed. | ||
| − | ==Supporting People= | + | ===Supporting People=== |
| − | |||
| − | |||
Latest revision as of 09:57, 13 August 2024
Contents
System types
The system is available in different designs depending on what is required.
Charitylog Starter
Charitylog Starter is a cut down version of the main Charitylog CRM/CMS. This is an affordable option paid monthly for smaller organisations. The Starter system can be tailored to include further features as required and can be upgraded to the full Charitylog system. Please not that Rostering, Handy Persons and Invoicing are not available for Charitylog Starter. The main features are:
- 5 Record types (additional available)
- Contact management for a single project/service (additional projects available)
- GDPR features and consent rules
- Relationships between people
- Key Performance Indicators and reporting
- A portal from a partner using Charitylog to receive referrals.
- Addition plugins and expansions available (some listed below)
- Extra record types
- Bespoke fields
- Ladder/Progressive outcomes
- Clubs and Groups for attendance monitoring
Charitylog One
Charitylog One comes with the full features of the full Charitylog System but with only one Project/Service. Charitylog One does not include user access controls. Changes to group access must be requested through the support team.
Charitylog
Charitylog is a feature rich Contact Management System that enables voluntary sector organisations to work closely with service users and provide valuable statistics and reports to maintain and gain funding. Some of the key features are:
- 30 Record types
- Contact management for unlimited projects/services
- GDPR features and consent rules
- Relationships between people
- Document and Image attachments
- Key Performance Indicators and reporting
- Bespoke fields
- Ladder/Progressive outcomes
- Clubs and Groups for attendance monitoring
- Enhanced service codes using classification codes to monitor service and information provided
- Interactive Calendars
- Volunteer management and job cards
- Addition plugins and expansions available (some listed below)
- Referral portals to and from other Charitylog Systems
- Incoming referrals from web forms
- Addition Service modules available
- Incoming/Outgoing referral portal to and from partners using Charitylog/Crossdata to receive referrals.
Crossdata
Crossdata is a feature rich Contact Management System that enable public sector organisations to work closely with service users and provide valuable statistics and reports to maintain and gain funding. Some of the key features are:
- 30 Record types
- Contact management for unlimited projects/services
- GDPR features and consent rules
- Relationships between people
- Document and Image attachments
- Key Performance Indicators and reporting
- Bespoke fields
- Ladder/Progressive outcomes
- Clubs and Groups for attendance monitoring
- Enhanced service codes using classification codes to monitor service and information provided
- Interactive Calendars
- Volunteer management and job cards
- Addition plugins and expansions available (some listed below)
- Referral portals to and from other Charitylog Systems
- Incoming referrals from web forms
- Addition Service modules available
- Incoming/Outgoing referral portal to and from partners using Charitylog/Crossdata to receive referrals.
Optional Service Modules
The system has additional modules that can be purchased, in addition to the main system. These modules include;
Branches
The Branch module allows you to split your database into sections, to allow for more data protection and privacy. You can use branches to control who has access to which data, such as if you operate within a few different areas and want to prevent someone from one area seeing the information from another.
Call Round App
Enhanced Mapping
Funded Work
The Funded work module helps to plan and manage service user requests for work/services that require funding. The module includes the following features:
- Managing the request
- Technical Officer and quotations
- Recording funding applications made for the work
- Recording quotes from tendering organisations
- Processing winning tenders
- Recording work and jobs costings to see financial outcome
This module can be used for large home adaptations for housing, funding for personal services or medical services. See Funded Work Module for help on using this module.
Handypersons
The Handyperson module allows you to assign and schedule jobs to a handyperson, as well as record materials and labour used. If you also own the invoicing module, you can take this a step further by creating invoices for work done.
IMCA
The IMCA module (Independent Mental Capacity Advocate) allows IMCAs to record detailed notes about each of their cases with sections to allow for specific information, such as decisions and outcomes, to be recorded.
Invoicing
The invoicing module allows you to create cost centres, service rates and invoices for:
- Roster jobs, including payroll
- Handyperson work done
- Time and travel for contact made
- Club and group attendances
- Export options to major accounts packages
Rostering (previously known as Support Workers)
The Roster module allows you to create scheduled or one-off jobs for support workers or members of staff to visit or perform a service for clients. If you have the Call Round mobile app, workers can sign in and out of their jobs in real time, to mark them as completed.
