Difference between revisions of "System Setup Guide"
(Created page with "This document is essentially a walkthrough of the Administration menu, which contains almost all of the settings, properties etc which you need to administer your whole Charit...") |
|||
| Line 1: | Line 1: | ||
This document is essentially a walkthrough of the Administration menu, which contains almost all of the settings, properties etc which you need to administer your whole Charitylog system. As such, this is a long document and at times it's quite involved, so don't panic if not all of it makes sense straight away! | This document is essentially a walkthrough of the Administration menu, which contains almost all of the settings, properties etc which you need to administer your whole Charitylog system. As such, this is a long document and at times it's quite involved, so don't panic if not all of it makes sense straight away! | ||
| − | If you haven't already done so, it is strongly recommended that administrators read the [[ | + | If you haven't already done so, it is strongly recommended that administrators read the [[Introduction to Charitylog for Administrators]] and the [[Quick Start Guide for Administrators]] before this one. |
=Accessing the Administration section= | =Accessing the Administration section= | ||
| − | Clearly, to set up | + | Clearly, to set up your system you are going to need access to the Administration menu. It is at the bottom of the main menu which appears in almost every Charitylog screen. If you can't see it, it is because you do not belong to a user group which is granted access. You need to contact one of your system administrators and request to be moved to one of the relevant [[User Groups]]. |
| + | |||
| + | ==Our Details== | ||
| + | |||
| + | ==Referral Audit== | ||
| + | |||
| + | ==Standard Document Setup== | ||
| + | |||
| + | ==Drop-Down Lists== | ||
| + | |||
| + | Accomodation Types | ||
| + | |||
| + | Age Ranges | ||
| + | |||
| + | Benefits | ||
| + | |||
| + | Categories of Need | ||
| + | |||
| + | Client Personal Options | ||
| + | |||
| + | Communication Methods | ||
| + | |||
| + | Contact Types | ||
| + | |||
| + | Courses & Qualifications | ||
| + | |||
| + | Data Dictionary Fields | ||
| + | |||
| + | Disabilities | ||
| + | |||
| + | Districts | ||
| + | |||
| + | Ethnic Origins | ||
| + | |||
| + | Funded Work Options | ||
| + | |||
| + | IMCA Drop Down Lists | ||
| + | |||
| + | Living Arrangements | ||
| + | |||
| + | Marital Status | ||
| + | |||
| + | Membership/Skills Groups | ||
| + | |||
| + | Organisation and People Categories | ||
| + | |||
| + | Referral Sources | ||
| + | |||
| + | Relationships | ||
| + | |||
| + | Religions | ||
| + | |||
| + | Service User Groups | ||
| + | |||
| + | Sexual Orientations | ||
| + | |||
| + | Status | ||
| + | |||
| + | Termination Reasons | ||
| + | |||
| + | Town Lookup Edit | ||
| + | |||
| + | Transport Methods | ||
Revision as of 12:35, 18 October 2012
This document is essentially a walkthrough of the Administration menu, which contains almost all of the settings, properties etc which you need to administer your whole Charitylog system. As such, this is a long document and at times it's quite involved, so don't panic if not all of it makes sense straight away!
If you haven't already done so, it is strongly recommended that administrators read the Introduction to Charitylog for Administrators and the Quick Start Guide for Administrators before this one.
Contents
Accessing the Administration section
Clearly, to set up your system you are going to need access to the Administration menu. It is at the bottom of the main menu which appears in almost every Charitylog screen. If you can't see it, it is because you do not belong to a user group which is granted access. You need to contact one of your system administrators and request to be moved to one of the relevant User Groups.
Our Details
Referral Audit
Standard Document Setup
Drop-Down Lists
Accomodation Types
Age Ranges
Benefits
Categories of Need
Client Personal Options
Communication Methods
Contact Types
Courses & Qualifications
Data Dictionary Fields
Disabilities
Districts
Ethnic Origins
Funded Work Options
IMCA Drop Down Lists
Living Arrangements
Marital Status
Membership/Skills Groups
Organisation and People Categories
Referral Sources
Relationships
Religions
Service User Groups
Sexual Orientations
Status
Termination Reasons
Town Lookup Edit
Transport Methods
