Difference between revisions of "Admin"
From Charitylog Manual
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Revision as of 12:56, 3 January 2018
The Admin menu (system cog) in Charitylog contains all the configuration options. This page lists all of the relevant pages in the manual, in the same structure as the Admin menu.
Contents
- 1 3rd Party Software
- 2 Clubs & Clinics
- 3 Database Operations
- 4 Funded Work (Requires Funded Work Module)
- 5 GDPR
- 6 General Settings
- 7 Handyperson (Requires Handyperson Module)
- 8 Invoicing - Requires Invoicing Module
- 9 User Access
- 10 Orgs and People A-J
- 11 Orgs and People K-Z
- 12 Outcomes & Assessments
- 13 Projects & Referrals
- 14 Roster Worker - Requires Roster Module
3rd Party Software
- Email Setup
- EveryLIFE PASSsystem
- Portal/Webforms - Settings
- Post Code Anywhere (PCA Predict Address Lookup)
- Text Anywhere Settings
Clubs & Clinics
Database Operations
Funded Work (Requires Funded Work Module)
GDPR
General Settings
- Bank Holiday Dates
- Branch Groupings (Views) - Requires Branch Module
- Branches/Offices - Requires Branch Module
- Extension Database Setup
- Information Links Headings
- Organisation Details
- Operational Rules
- Publications
- Publication Categories
- Publication Languages
- Standard Letter Templates
- Standard Letter Types
- System Uploads
- Uploaded Doc. Categories
Handyperson (Requires Handyperson Module)
- Handyperson Cancel. Reasons
- Handyperson General Details
- Handyperson Job Types
- Handyperson Materials
- HP Material Costs - Requires Invoicing Module
- HP Project Labour Costs - Requires Invoicing Module
- HP Standard & Project Nominal Codes - Requires Invoicing Module
Invoicing - Requires Invoicing Module
- Cost Centres
- General Charge Rates
- General Rates In Projects
- HP Standard and Project Nominal Codes - Requires Handyperson Module
- Invoice Layouts
- Invoicing Parameters
- Payment Methods
- VAT Codes
User Access
Orgs and People A-J
- Customise Orgs & People
- Accommodation Type
- Age Range
- Benefits
- Disabilities
- Blue Badge Holder
- Consent Rule Text Entry
- Carer's Role
- Consent Given
- Courses and Qualifications
- Ethnic Group
- Equipment
- General Category of Need
- DBS/PVG Checked
- Eligible For Gift Aid
- Employed
- Gender
Orgs and People K-Z
- Customise Orgs & People
- Main Language
- Registered Disabled
- Living Arrangements
- LSOA Areas and Wards
- Membership and Skills
- Victim of Crime
- Marital Status
- Person/Organisation Category
- Postal District
- Relationships
- Religious Group
- Unavailability Reasons
- Service User Group
- Sexual Orientation
- Status
Outcomes & Assessments
Projects & Referrals
- Project Set Up
- Referral Templates
- Contact Methods
- Contact Types
- Consent Rule Text Entry
- Project Subcategories
- Project Funding Streams
- Referral Closure Update
- Referral Reasons
- Referral Sources
- Signpost/External Referral Types
- Termination Reasons
Roster Worker - Requires Roster Module
- Alerts
- Job Card Statuses
- Matching Exclusions
- Support Field Settings
- Support Rates
- Support Rates in Projects
- Support Worker Holiday Pay Parameters
- Support Services
- Support Teams
- Tasks
- Time Rounding
- Support Terminology
