Difference between revisions of "Project Details"
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| − | The set of tabs displayed on the | + | [[File:helpheader_small.png|right]] |
| + | The set of tabs displayed on the [[Project Details]] screen allow you to configure the way that each Project on your system works. | ||
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| + | ''Location in standard build:'' '''''[[Admin]] menu > Projects & Referrals > [[Project Set Up]] >''''' ''click on name of Project'' | ||
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| − | ===General | + | ===General tab=== |
| − | [[File: | + | [[File:cl_PD_1.png|500px|border]] |
| − | 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 | + | 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 tab]] page for full details. |
| − | === | + | ===Record a Contact tab=== |
| − | [[File: | + | [[File:cl_PD_2.png|500px|border]] |
| − | The | + | The Record a Contact tab allows you to choose how the [[Contact Management]] part of the Project will operate. See the [[Project Details - Record a Contact tab]] page for full details. |
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| − | [[File: | + | [[File:cl_PD_3.png|500px|border]] |
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| − | ===Funding | + | ===Funding tab=== |
| − | [[File: | + | [[File:cl_PD_4.png|500px|border]] |
| − | Record who funds this project, and the related amount(s). See the [[Project Details - Funding | + | Record who funds this project, and the related amount(s). See the [[Project Details - Funding tab]] page for full details. |
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| − | [[File: | + | [[File:cl_PD_5.png|500px|border]] |
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| − | [[File: | + | [[File:cl_PD_6.png|500px|border]] |
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| − | === | + | ===3rd Party Systems tab=== |
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| − | Select options for | + | Select options for links to third party software. See the [[Project Details - 3rd Party Systems tab]] for full details. |
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| − | + | [[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 15:19, 30 August 2017 (BST) | |
| − | [[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 15: | + | [[File:helpheader_small.png|right]] |
| + | [[Category:Configuration]] | ||
Revision as of 14:19, 30 August 2017
The set of tabs displayed on the Project Details screen allow you to configure the way that each Project on your system works.
Location in standard build: Admin menu > Projects & Referrals > Project Set Up > click on name of Project
Contents
General tab
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 tab page for full details.
Record a Contact tab
The Record a Contact tab allows you to choose how the Contact Management part of the Project will operate. See the Project Details - Record a Contact tab page for full details.
Code Settings tab
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 tab
Record who funds this project, and the related amount(s). See the Project Details - Funding tab page for full details.
Types Of Orgs & People tab
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
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.
3rd Party Systems tab
Select options for links to third party software. See the Project Details - 3rd Party Systems tab for full details.
Rob Kay - manual author (talk) 15:19, 30 August 2017 (BST)
