Difference between revisions of "Webinars"
From Charitylog Manual
| Line 101: | Line 101: | ||
|} | |} | ||
| + | =Benefits= | ||
| + | |||
| + | {| class="wikitable" | ||
| + | |'''Benefits Module''' | ||
| + | |- | ||
| + | |{{#ev:youtube|Y41jKP8oIAQ|400}} | ||
| + | |} | ||
| Line 182: | Line 189: | ||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
=Roster/Support Worker Module= | =Roster/Support Worker Module= | ||
Revision as of 15:26, 21 January 2021
Contents
Action List
| Using the Action List |
GDPR and Consent
| Changes to Make GDPR easier Part 1 | Changes to Make GDPR easier Part 2 |
| GDPR Settings |
| Cleanse/Anonymise Records | Consent Report |
Reporting
| KPI Report Designer | Blue Folder Lookup | Groups and Skills Report |
| Collaborative Reporting |
Excel
| Pivot Tables | Advanced Reporting with Pivot Charts |
Extension Databases
| Extension Database Setup 1/2 | Extension Database Setup 2/2 |
| Extension Database Reports |
| Setting up an Excel Linked Ext DB |
Clubs and Clinics
| Clubs and Clinics Setup | Club and Clinic Monitoring |
| Alternative Method for Group Attendance |
Benefits
| Benefits Module |
Classification Codes
| Creating Classification Codes |
User & Group Access
| User Access Controls | Group Access | Introduction to See My Own Clients |
| Using Charitylog for HR |
Projects
| Introduction to Projects | Project Set-up - General Tab | Project Set-up - Record a Contact Tab |
Outcomes
| Ladder Outcome Setup 1/3 | Data Entry of Ladder Outcomes 2/3 | Reporting on Ladder Outcome Data 3/3 |
| Simple Outcomes |
Customise Orgs & People
| Edit Tabs | Adding Other Record Types |
| Minimum Data Sets | Rules for Anonymous Contacts |
Roster/Support Worker Module
| Using the SW Module |
| Payroll and Invoicing for SW Jobs |
