Difference between revisions of "Webinars"
From Charitylog Manual
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| + | |'''Courses & Qualifications''' | ||
| + | |'''Courses & Qualifications Report''' | ||
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| + | |{{#ev:youtube|Im-oocJy1pE|400}} | ||
| + | |{{#ev:youtube|fP6XZkBKPiA|400}} | ||
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Revision as of 15:33, 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 | Consent Rules |
| 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 |
Courses & Qualifications
| Courses & Qualifications | Courses & Qualifications Report |
Roster/Support Worker Module
| Module Overview | Confirm Work Schedules | Complete Work Schedules |
| Payroll and Invoicing for SW Jobs |
