Difference between revisions of "Project Details"

From Charitylog Manual
Jump to: navigation, search
Line 9: Line 9:
  
  
[[File:A_projects_3.png|border]]
+
[[File:PD_1.png|border]]
  
  
Line 18: Line 18:
  
  
[[File:A_projects_4.png|border]]
+
[[File:PD_2.png|border]]
  
  
Line 27: Line 27:
  
  
[[File:A_projects_5.png|border]]
+
[[File:PD_3.png|border]]
  
  
Line 36: Line 36:
  
  
[[File:A_projects_7.png|border]]
+
[[File:PD_4.png|border]]
  
  
Line 45: Line 45:
  
  
[[File:A_projects_8.png|border]]
+
[[File:PD_5.png|border]]
  
  
Line 55: Line 55:
  
  
[[File:A_projects_6.png|border]]
+
[[File:PD_6.png|border]]
  
  
 
Select which Assessment Forms, Extension Databases and Ladder Outcomes to link to this project. See the [[Project Details - Additional Data Collection tab]] page for full details.
 
Select which Assessment Forms, Extension Databases and Ladder Outcomes to link to this project. See the [[Project Details - Additional Data Collection tab]] page for full details.
 +
 +
 +
 +
===Homecare Monitoring tab===
 +
 +
 +
[[File:PD_7.png|border]]
 +
 +
 +
Select options for timesheet entry using third party software. See the [[Project Details - Homecare Monitoring tab]] for full details.
  
  

Revision as of 15:40, 6 January 2016

The set of tabs displayed on the "Project Details" screen allow you to configure the way that each Project on your system works.



General Details tab

File:PD 1.png


Here you can give the project a name and description, link to a module (using the "Type of Project" field), etc. See the Project Details - General Details tab page for full details.


Project Settings tab

File:PD 2.png


The Project Settings tab allows you to choose how the Project will operate. See the Project Details - Project Settings tab page for full details.


Code Settings tab

File:PD 3.png


Choose whether to use Classification Codes in this project, and whether to force users to enter them. See the Project Details - Code Settings tab page for full details.


Funding Details tab

File:PD 4.png


Record who funds this project, and the related amount(s). See the Project Details - Funding Details tab page for full details.


Types Of Orgs & People tab

File:PD 5.png


Choose which Organisation and People types this project works with. See the Project Details - Types Of Orgs & People tab for full details.


Additional Data Collection tab

File:PD 6.png


Select which Assessment Forms, Extension Databases and Ladder Outcomes to link to this project. See the Project Details - Additional Data Collection tab page for full details.


Homecare Monitoring tab

File:PD 7.png


Select options for timesheet entry using third party software. See the Project Details - Homecare Monitoring tab for full details.



Rob Kay - manual author (talk) 15:23, 6 January 2016 (GMT)