Difference between revisions of "Webinars"
From Charitylog Manual
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| − | =GDPR= | + | =GDPR and Consent= |
{| class="wikitable" | {| class="wikitable" | ||
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|} | |} | ||
| − | =Excel | + | {| class="wikitable" |
| + | |'''Consent Report''' | ||
| + | |- | ||
| + | |{{#ev:youtube|f3al1INJmsk|400}} | ||
| + | |} | ||
| + | |||
| + | |||
| + | =Reporting= | ||
| + | |||
| + | {| class="wikitable" | ||
| + | |'''KPI Report Designer''' | ||
| + | |'''Blue Folder Lookup''' | ||
| + | |'''Groups and Skills Report''' | ||
| + | |- | ||
| + | |{{#ev:youtube|Nr5ufabr5Ig|400}} | ||
| + | |{{#ev:youtube|wGzFab48ylw|400}} | ||
| + | |{{#ev:youtube|cSX63SARdQA|400}} | ||
| + | |} | ||
| + | |||
| + | |||
| + | =Excel= | ||
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{| class="wikitable" | {| class="wikitable" | ||
| − | |'''Clubs and Clinics | + | |'''Clubs and Clinics Setup''' |
| − | |''' | + | |'''Club and Clinic Monitoring''' |
| − | |||
|- | |- | ||
| − | |{{#ev:youtube| | + | |{{#ev:youtube|ilfAc1maz9U|400}} |
| − | |{{#ev:youtube| | + | |{{#ev:youtube|OMLgZbVHFOM|400}} |
| − | |{{#ev:youtube| | + | |} |
| + | |||
| + | {| class="wikitable" | ||
| + | |'''Alternative Method for Group Attendance''' | ||
| + | |- | ||
| + | |{{#ev:youtube|OqKbXGaLF4A|400}} | ||
|} | |} | ||
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|} | |} | ||
| − | =Group Access= | + | =User & Group Access= |
| + | |||
{| class="wikitable" | {| class="wikitable" | ||
| − | |''' | + | |'''User Access Controls''' |
| − | |''' | + | |'''Group Access''' |
|- | |- | ||
| − | |{{#ev:youtube| | + | |{{#ev:youtube|JThMkO-6Ju4|400}} |
| − | |{{#ev:youtube| | + | |{{#ev:youtube|sjqCRuFwv4g|400}} |
|} | |} | ||
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=Action List= | =Action List= | ||
| + | =Customise Orgs & People= | ||
| + | |||
| + | {| class="wikitable" | ||
| + | |'''Edit Tabs''' | ||
| + | |'''Minimum Data Sets''' | ||
| + | |- | ||
| + | |{{#ev:youtube|GpLedGV0CoI|400}} | ||
| + | |{{#ev:youtube|ACsJS4zxkvw|400}} | ||
| + | |} | ||
| + | |||
=Branch Systems= | =Branch Systems= | ||
| − | =Benefits | + | |
| − | = | + | =Benefits= |
| + | |||
| + | {| class="wikitable" | ||
| + | |'''Benefits Module''' | ||
| + | |- | ||
| + | |{{#ev:youtube|Y41jKP8oIAQ|400}} | ||
| + | |} | ||
| + | |||
| + | =Roster Module= | ||
Revision as of 12:27, 21 January 2021
Contents
GDPR and Consent
| Changes to Make GDPR easier Part 1 | Changes to Make GDPR easier Part 2 |
| GDPR Settings |
| Consent Report |
Reporting
| KPI Report Designer | Blue Folder Lookup | Groups and Skills Report |
Excel
| 1/9: Data Extractions | 2/9: KPI Report Designer | 3/9: Blue folders |
| 4/9: Basic Spreadsheet Structure | 5/9: Excel Tables and Worksheets | 6/9: Basic Formulas |
| 7/9: Pivot Tables | 8/9: Vlookups | 9/9: Spreadsheet Templates |
Clubs and Clinics
| Clubs and Clinics Setup | Club and Clinic Monitoring |
| Alternative Method for Group Attendance |
Extension Databases
| Extension Database Setup 1/2 | Extension Database Setup 2/2 |
| Extension Database Reports |
Classification Codes
| Creating Classification Codes |
User & Group Access
| User Access Controls | Group Access |
Outcomes
| Ladder Outcome Setup 1/3 | Data Entry of Ladder Outcomes 2/3 | Reporting on Ladder Outcome Data 3/3 |
| Simple Outcomes |
Action List
Customise Orgs & People
| Edit Tabs | Minimum Data Sets |
Branch Systems
Benefits
| Benefits Module |
