Difference between revisions of "Non-Attendance Reasons"

From Charitylog Manual
Jump to: navigation, search
m
Line 24: Line 24:
  
 
Click on the "Save Details" button to add the new reason.
 
Click on the "Save Details" button to add the new reason.
 +
 +
==Editing a reason==
 +
 +
Click on the name of an existing reason to go to the edit screen.  Please note that rename the reason will change historical reporting.  To switch a reason off, set the active field to no.
 +
 +
Click on the "Save Details" button to save the changes.
  
 
----
 
----
 
[[Category:Configuration]]
 
[[Category:Configuration]]

Revision as of 14:27, 28 December 2017

Helpheader small.png

File:NAReasons.PNG


Non-attendance reasons are used if you need record why people do not attend, or a session has been cancelled.

File:NAR 2.png

Adding a new reason

Click on the "New Reason" button, you will then be presented the following screen;

File:NAR new.PNG

You can now enter:

  • Reason name (Required.)
  • Description (Information for administrators on this screen only; this field is not output on reports.)
  • Reason Reporting Code (Used if you wish to group reasons together by a unified code on a report.)
  • Highlight Reason In Report? (This option controls whether the reason is highlighted on the report.)
  • Display Order (If you want the reason to be display in a certain order. See Display Order for full details.)
  • Active Reason? (Set this to yes to make available.)

Click on the "Save Details" button to add the new reason.

Editing a reason

Click on the name of an existing reason to go to the edit screen. Please note that rename the reason will change historical reporting. To switch a reason off, set the active field to no.

Click on the "Save Details" button to save the changes.