Difference between revisions of "System Wide Terminology"
From Charitylog Manual
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* Organisation and people types, e.g. if you want to rename Clients to Service Users | * Organisation and people types, e.g. if you want to rename Clients to Service Users | ||
| − | * The standard field labels used on those types, e.g. if you want to rename Ethnic Group to Ethnicity | + | * The standard field labels used on those types, e.g. if you want to rename Ethnic Group to Ethnicity |
* Groups of actions, e.g. if you want to rename cases to enquiries or referrals | * Groups of actions, e.g. if you want to rename cases to enquiries or referrals | ||
These items will be renameable in a future release: | These items will be renameable in a future release: | ||
| − | * Clubs and Clinics | + | * Projects, e.g. if you want to call them Services |
| − | * Meetings at Clubs and Clinics | + | * Clubs and Clinics, e.g. if you want to call them Group Activities |
| − | * Attendess of Meetings at Clubs and Clinics | + | * Meetings at Clubs and Clinics, e.g. if you want to call them Sessions |
| + | * Attendess of Meetings at Clubs and Clinics, e.g. if you want to call them Customers | ||
These items define the behaviour of the system, so we have no plans to make them renameable : | These items define the behaviour of the system, so we have no plans to make them renameable : | ||
| Line 24: | Line 25: | ||
* Actions, as in the Action List | * Actions, as in the Action List | ||
* Success messages, warnings and errors, e.g. "Please enter a date to continue" | * Success messages, warnings and errors, e.g. "Please enter a date to continue" | ||
| + | * Record a Contact | ||
| + | * Ladder Outcomes | ||
| + | |||
| + | As the of renameable items continues, in order to prevent one word being used to describe multiple things, it will be necessary to have reserved names which cannot be used. This is likely to include: | ||
| + | * Groups, which are used for the Group Access security settings | ||
| + | * Users, e.g. people who have a login | ||
| + | * Action List and Case Manager, which are tools used to manage your workload | ||
| + | * Templates, Stages and Workflow, which are used to structure Record a Contact | ||
| + | * Record a Contact | ||
| + | * Ladder Outcomes | ||
| + | * Extension Databases | ||
Revision as of 13:54, 21 February 2022
Introduction
The system allows you to re-name most fields that are available. Changes will be applied globally to all record types and also be included in reports/data extractions. You will also notice the field will be re-named in the Menu items.
- Use the Filter to find the field you wish to rename
- Items listed in Grey cannot be renamed as they are functional fields
Future plans
Where practical, we want the system to talk the organisation's own language. Currently, these items can be renamed:
- Organisation and people types, e.g. if you want to rename Clients to Service Users
- The standard field labels used on those types, e.g. if you want to rename Ethnic Group to Ethnicity
- Groups of actions, e.g. if you want to rename cases to enquiries or referrals
These items will be renameable in a future release:
- Projects, e.g. if you want to call them Services
- Clubs and Clinics, e.g. if you want to call them Group Activities
- Meetings at Clubs and Clinics, e.g. if you want to call them Sessions
- Attendess of Meetings at Clubs and Clinics, e.g. if you want to call them Customers
These items define the behaviour of the system, so we have no plans to make them renameable :
- The menu
- Roles
- Actions, as in the Action List
- Success messages, warnings and errors, e.g. "Please enter a date to continue"
- Record a Contact
- Ladder Outcomes
As the of renameable items continues, in order to prevent one word being used to describe multiple things, it will be necessary to have reserved names which cannot be used. This is likely to include:
- Groups, which are used for the Group Access security settings
- Users, e.g. people who have a login
- Action List and Case Manager, which are tools used to manage your workload
- Templates, Stages and Workflow, which are used to structure Record a Contact
- Record a Contact
- Ladder Outcomes
- Extension Databases
