Difference between revisions of "Customise Orgs & People"
From Charitylog Manual
m |
|||
| Line 11: | Line 11: | ||
The system uses core records for organisation and people. This section of the system allows you to configure which record types are available and how they are configured. This screen is is split up into two areas: | The system uses core records for organisation and people. This section of the system allows you to configure which record types are available and how they are configured. This screen is is split up into two areas: | ||
| − | * Active Records | + | * '''Active Records''' |
| − | * Inactive records | + | * '''Inactive records''' |
For each record type you are able to: | For each record type you are able to: | ||
| − | * Rename - Rename the singular and plural name of the record type. | + | * '''Rename''' - Rename the singular and plural name of the record type. |
| − | * View/Edit Tabs - Manage which tabs are used, the display order and the ability of renaming the tabs. | + | * '''View/Edit Tabs''' - Manage which tabs are used, the display order and the ability of renaming the tabs. |
| − | * View/Edit Fileds - Allows the specification of whuch fileds are udes and on which tabs they are displayed. | + | * '''View/Edit Fileds''' - Allows the specification of whuch fileds are udes and on which tabs they are displayed. |
| − | * Minimum Data Set (currently available for Clients/Dependants only) - Allows you to specify rules to be used when fields are forced: | + | * '''Minimum Data Set (currently available for Clients/Dependants only)''' - Allows you to specify rules to be used when fields are forced: |
| − | **On creating a new record for all users. | + | ** '''On creating a new record for all users.''' |
| − | **On creating a record based on a users security group. | + | ** '''On creating a record based on a users security group.''' |
| − | **On recording a contact for a new client based on the project. | + | ** '''* '''On recording a contact for a new client based on the project.''' |
You can also use the minumum datasets to display an alternate field name to the users. | You can also use the minumum datasets to display an alternate field name to the users. | ||
| − | * View/Edit Links - Used to specify which links are displayed at the base of a record. | + | * '''View/Edit Links''' - Used to specify which links are displayed at the base of a record. |
| − | * Activate/Deactivate - Allows the record to be activated or deactivated. | + | * '''Activate/Deactivate''' - Allows the record to be activated or deactivated. |
[[File:CustomiseOrgs.PNG]] | [[File:CustomiseOrgs.PNG]] | ||
| Line 33: | Line 33: | ||
==Client, Carer and Dependant records== | ==Client, Carer and Dependant records== | ||
This is the main record type primarily used for the main service user that your organisation supports. This record type has hard coded features (features that cannot be changed) that link to other records. | This is the main record type primarily used for the main service user that your organisation supports. This record type has hard coded features (features that cannot be changed) that link to other records. | ||
| − | *Used for Client and Carer relationships (non carer system) | + | * '''Used for Client and Carer relationships (non carer system)''' |
| − | *Used for Clint and dependant relationships (carer system) | + | * '''Used for Clint and dependant relationships (carer system)''' |
==Funders record== | ==Funders record== | ||
These record types are used for the following hard coded features: | These record types are used for the following hard coded features: | ||
| − | *Populates the funders list for project setup (Funding Tab) | + | * '''Populates the funders list for project setup (Funding Tab)''' |
| − | *Used for cost centres in the [[Modules| Invoicing Module]] | + | * '''Used for cost centres in the [[Modules| Invoicing Module]]''' |
| − | *Used for usual volunteer on the Projects tab of records. | + | * '''Used for usual volunteer on the Projects tab of records.''' |
==Next of Kin== | ==Next of Kin== | ||
| Line 47: | Line 47: | ||
==Organisations record== | ==Organisations record== | ||
This record type has the following hard coded features: | This record type has the following hard coded features: | ||
| − | *Signposting | + | * '''Signposting''' |
| − | *External referrals | + | * '''External referrals''' |
| − | *Associated Professionals | + | * '''Associated Professionals''' |
==Referrers record== | ==Referrers record== | ||
This record type has for the following hard coded features: | This record type has for the following hard coded features: | ||
| − | *Referrers list on referrals | + | * '''Referrers list on referrals''' |
| − | *Main Referrer field | + | * '''Main Referrer field''' |
| − | *Secondary Referrer field | + | * '''Secondary Referrer field''' |
| − | *External referrals | + | * '''External referrals''' |
| − | *Associated Professionals | + | * '''Associated Professionals''' |
| − | *Associated GP's and Surgeries | + | * '''Associated GP's and Surgeries''' |
| − | *Standard Letter templates, send to 3rd party | + | * '''Standard Letter templates, send to 3rd party''' |
==Staff and Volunteers Records== | ==Staff and Volunteers Records== | ||
These record types are used for the following hard coded features: | These record types are used for the following hard coded features: | ||
| − | *Populate the Usual support worker field | + | * '''Populate the Usual support worker field''' |
| − | *Used for Staff Volunteer Job cards | + | * '''Used for Staff Volunteer Job cards''' |
| − | *Used for usual volunteer on the Projects tab of records | + | * '''Used for usual volunteer on the Projects tab of records''' |
==Roster Worker Records== | ==Roster Worker Records== | ||
This record type has for the following hard coded features: | This record type has for the following hard coded features: | ||
| − | *Required for the Roster Plans and Jobs | + | * '''Required for the Roster Plans and Jobs''' |
| − | *Used for the Call Round Mobile App | + | * '''Used for the Call Round Mobile App''' |
==Other Record Types== | ==Other Record Types== | ||
The following record types have no hard coded features and can be used/renamed without affecting other areas of the system. | The following record types have no hard coded features and can be used/renamed without affecting other areas of the system. | ||
| − | *Trustees | + | * '''Trustees''' |
| − | *Advertisers | + | * '''Advertisers''' |
| − | *Donors | + | * '''Donors''' |
| − | *Others | + | * '''Others''' |
| − | *User-defined 10s | + | * '''User-defined 10s''' |
| − | *User-defined 11s | + | * '''User-defined 11s''' |
| − | *User-defined 12s | + | * '''User-defined 12s''' |
| − | *User-defined 13s | + | * '''User-defined 13s''' |
| − | *User-defined 1s | + | * '''User-defined 1s''' |
| − | *User-defined 2s | + | * '''User-defined 2s''' |
| − | *User-defined 3s | + | * '''User-defined 3s''' |
| − | *User-defined 4s | + | * '''User-defined 4s''' |
| − | *User-defined 5s | + | * '''User-defined 5s''' |
| − | *User-defined 6s | + | * '''User-defined 6s''' |
| − | *User-defined 7s | + | * '''User-defined 7s''' |
| − | *User-defined 8s | + | * '''User-defined 8s''' |
| − | *User-defined 9s | + | * '''User-defined 9s''' |
=Additional Tabs for Records= | =Additional Tabs for Records= | ||
| Line 98: | Line 98: | ||
==Creating a New (bespoke) Tab== | ==Creating a New (bespoke) Tab== | ||
To create a new Tab: | To create a new Tab: | ||
| − | * Click on the 'Create a Tab... | + | * '''Click on the 'Create a Tab... link towards the top of the page.''' |
| − | * Type the name of the new Tab. | + | * '''Type the name of the new Tab.''' |
| − | * Click the 'Go' button to create the tab or click 'Cancel' to abort. | + | * '''Click the 'Go' button to create the tab or click 'Cancel' to abort.''' |
==Deleting a bespoke Tab== | ==Deleting a bespoke Tab== | ||
Tabs that are created using the steps above can also be deleted, any fields that are on a Tab being deleted will simply be hidden and no data will be lost. Please note that built in Tabs cannot be deleted, only hidden (see 'Editing Tabs' below). To delete a bespoke tab: | Tabs that are created using the steps above can also be deleted, any fields that are on a Tab being deleted will simply be hidden and no data will be lost. Please note that built in Tabs cannot be deleted, only hidden (see 'Editing Tabs' below). To delete a bespoke tab: | ||
| − | * Click on the 'Delete a Tab... | + | * '''Click on the 'Delete a Tab... link.''' |
| − | * Click on the box next to the Tab to be deleted. | + | * '''Click on the box next to the Tab to be deleted.''' |
| − | * Click on the 'Delete selected' button to delete the Tab or 'Cancel' to abort. | + | * '''Click on the 'Delete selected' button to delete the Tab or 'Cancel' to abort.''' |
| − | * On the prompt click OK to delete the Tab or 'Cancel' to abort. | + | * '''On the prompt click OK to delete the Tab or 'Cancel' to abort.''' |
=Rename (Renaming a record type)= | =Rename (Renaming a record type)= | ||
| − | Records can be renamed to use more suitable terminology for the users or change what they are used for, keeping in mind the restrictions mentioned above in the [[Customise Orgs & People#Record Types and Restrictions| Record Types Restrictions]] | + | Records can be renamed to use more suitable terminology for the users or change what they are used for, keeping in mind the restrictions mentioned above in the [[Customise Orgs & People#Record Types and Restrictions| Record Types Restrictions]] section. To rename a record click on the appropriate rename button: |
| + | |||
| + | [[File:Customise_rename.PNG]] | ||
| + | |||
| + | * '''Complete the 'Organisation type name (single) box''' - this will be the singalar terminology like Client or Service User | ||
| + | * '''CompleteOrganisation type name (plural) box'''' - | ||
Revision as of 14:32, 31 May 2018
Contents
Introdutcion
The system uses core records for organisation and people. This section of the system allows you to configure which record types are available and how they are configured. This screen is is split up into two areas:
- Active Records
- Inactive records
For each record type you are able to:
- Rename - Rename the singular and plural name of the record type.
- View/Edit Tabs - Manage which tabs are used, the display order and the ability of renaming the tabs.
- View/Edit Fileds - Allows the specification of whuch fileds are udes and on which tabs they are displayed.
- Minimum Data Set (currently available for Clients/Dependants only) - Allows you to specify rules to be used when fields are forced:
- On creating a new record for all users.
- On creating a record based on a users security group.
- * On recording a contact for a new client based on the project.
You can also use the minumum datasets to display an alternate field name to the users.
- View/Edit Links - Used to specify which links are displayed at the base of a record.
- Activate/Deactivate - Allows the record to be activated or deactivated.
Record Types and Restrictions
It is important that you consider some of the features that are built into some of the record types if you are renaming them.
Client, Carer and Dependant records
This is the main record type primarily used for the main service user that your organisation supports. This record type has hard coded features (features that cannot be changed) that link to other records.
- Used for Client and Carer relationships (non carer system)
- Used for Clint and dependant relationships (carer system)
Funders record
These record types are used for the following hard coded features:
- Populates the funders list for project setup (Funding Tab)
- Used for cost centres in the Invoicing Module
- Used for usual volunteer on the Projects tab of records.
Next of Kin
Next of Kin records are automatically populated by the NOK and Contacts blue link at the bottom of records it is active on. It is not recommended to use this record type for any other purpose.
Organisations record
This record type has the following hard coded features:
- Signposting
- External referrals
- Associated Professionals
Referrers record
This record type has for the following hard coded features:
- Referrers list on referrals
- Main Referrer field
- Secondary Referrer field
- External referrals
- Associated Professionals
- Associated GP's and Surgeries
- Standard Letter templates, send to 3rd party
Staff and Volunteers Records
These record types are used for the following hard coded features:
- Populate the Usual support worker field
- Used for Staff Volunteer Job cards
- Used for usual volunteer on the Projects tab of records
Roster Worker Records
This record type has for the following hard coded features:
- Required for the Roster Plans and Jobs
- Used for the Call Round Mobile App
Other Record Types
The following record types have no hard coded features and can be used/renamed without affecting other areas of the system.
- Trustees
- Advertisers
- Donors
- Others
- User-defined 10s
- User-defined 11s
- User-defined 12s
- User-defined 13s
- User-defined 1s
- User-defined 2s
- User-defined 3s
- User-defined 4s
- User-defined 5s
- User-defined 6s
- User-defined 7s
- User-defined 8s
- User-defined 9s
Additional Tabs for Records
Each record type will have a selection of built in tabs. It may be required to have additional tabs available for your record types. With the tabs that you create you can either move existing fields to that tab (see 'Edit Fields' below) or create bespoke fields using an Extension Databases to create bespoke fields.
Creating a New (bespoke) Tab
To create a new Tab:
- Click on the 'Create a Tab... link towards the top of the page.
- Type the name of the new Tab.
- Click the 'Go' button to create the tab or click 'Cancel' to abort.
Deleting a bespoke Tab
Tabs that are created using the steps above can also be deleted, any fields that are on a Tab being deleted will simply be hidden and no data will be lost. Please note that built in Tabs cannot be deleted, only hidden (see 'Editing Tabs' below). To delete a bespoke tab:
- Click on the 'Delete a Tab... link.
- Click on the box next to the Tab to be deleted.
- Click on the 'Delete selected' button to delete the Tab or 'Cancel' to abort.
- On the prompt click OK to delete the Tab or 'Cancel' to abort.
Rename (Renaming a record type)
Records can be renamed to use more suitable terminology for the users or change what they are used for, keeping in mind the restrictions mentioned above in the Record Types Restrictions section. To rename a record click on the appropriate rename button:
- Complete the 'Organisation type name (single) box - this will be the singalar terminology like Client or Service User
- CompleteOrganisation type name (plural) box' -
