Difference between revisions of "Main Page"
| Line 67: | Line 67: | ||
*Navigation and Menus | *Navigation and Menus | ||
| − | + | [[Contact Management Tab|Contact Management]] | |
| − | + | [[Clubs and Clinics Tab|Clubs and Clinics]] | |
| − | + | [[Handypersons Tab|Handypersons]] | |
| − | + | [[Invoicing Tab|Invoicing]] | |
| − | + | [[Rostering Tab|Rostering]] | |
| − | + | [[Reports Tab|Reports]] | |
| − | + | [[Favourites Tab|Favourites (Star Icon)]] | |
| − | + | [[Admin|Settings Menu(Setting/System Cog)]] | |
* User Guides | * User Guides | ||
| − | + | [[System Setup Guide| System Setup Guide]] | |
| − | + | [[Quick Start Guide for Users|Quick Start!]] | |
| − | + | [[Contact Management|Contact Management Guide]] | |
| − | + | [[External Referral Consent| Consent for external referrals]] | |
| − | + | [[Linking_people_and_organisations_to_one_another|Links]] | |
| − | + | [[Extension Databases|Extension Databases]] | |
| − | + | [[Clubs And Clinics Module|Clubs and Clinics]] | |
| − | + | [[Support Worker Module|Support Worker]] | |
| − | + | [[Sending a bulk letter/email|Sending a bulk letter/email]] | |
| − | + | [[Mail Merge|Mail Merge]] | |
| − | + | [[Reports|Reports]] | |
| − | + | [[GDPR Guidance|GDPR Guidance]] | |
| − | + | [[GDPR Changes|Changes for GDPR]] | |
* Admin Guides | * Admin Guides | ||
| − | + | [[Updates| System Updates (BETA)]] | |
| − | + | [[Projects_(Administrator_guide)|Projects]] | |
| − | + | [[Organisations_And_People_(Administrator_guide)|Organisations and People]] | |
| − | + | [[Recording_Contacts_(Administrator_guide)|Recording Contacts]] | |
| − | + | [[Extension_Database_Setup|Extension Databases]] | |
| − | + | [[User_Access_Management|User Access Management]] | |
* System Extras | * System Extras | ||
| − | + | [[How_to_order_a_Web_Referral_Form|Web Referral Forms]] | |
| − | + | [[Data Migration|Data Migration Services]] | |
| − | + | [[Charitylog Local | Charitylog Local]] | |
| − | + | [[Modules| System Modules]] | |
| − | |||
* Support | * Support | ||
| − | + | [[Contact Support|System Support]] | |
| − | |||
| − | |||
| − | |||
| − | |||
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---- | ---- | ||
[[File:helpheader_small.png|right]] | [[File:helpheader_small.png|right]] | ||
Revision as of 08:51, 24 July 2018
Welcome to the system manual
The manual is a full guide to get the best out of your system and it's Modules. In this manual you will find help topics on each page of the system and a range of 'How to Guides'.
In addition to our online manual, we have numerous webinars available in the Help Centre.
The main menu on the left will take you around the manual to access all topics.
Screen Layout
The system is split up into various sections.
Section 1
This section displays your organisation's name and logo. To update these detail see Organisation Details.
Section 2
In this section you will find;
- Username - Click on your user name to change your settings and password.
- Branch (Requires Branch Module) - Displays the name of the current branch you are logged in to. To change branch click on the current branch displayed and select the branch you wish to change to.
- Inactivity Timer - This clock counts down showing how long the current session has left before you are logged out. The timer will reset when the page changes, normally by navigating to a new page or saving information on that page. Please note that 'pop up' boxes and screens will not refresh the timer. You can click on the timer to manually reset the clock. If you use multiple tabs each tab will have it's own count down timer, it's important to make sure a tab does not time out. Administrator can reduce the inactivity timer in Operational Rules.
Section 3
This section is the main navigation menu of the system and includes:
- Log out button - Clicking on the logout page will give you a prompt to log out.
- System Menus - The system menus will show you the available parts of the system that you can use. These menus are controlled by Group Access, security groups that define what you can do on the system. These groups are controlled by your system administrators.
- Menu Search tool - The search tool will search all of the menus to find the keyword entered. This is a quick way of navigating around the system.
- Admin Menu (System cog) - The Admin Menu contains the set up pages of the system. Most items in the Setup Menu are only accessible by administrators.
Section 4 - The Sidebar Menu
The sidebar menu displays;
- Home Page button - To change your home page click on your name in section 2.
- View Dashboard - Real time dashboard powered by the Analytics Report
- Alerts (Requires Roster Module with Alerts) - Flashes if alerts are detected, clicking the bell allows you to access the alerts centre.
- Comms Centre - Displays a phone that flashes when text messages have been received (requires a TextAnywhere account).
- The Manual - Takes you to the manual.
- The Help Centre - Tools and Webinars
- Page Info - A useful tool for administrators displaying access checks. This item will also display Access Keys.
Section 5
This section displays the content of the page that you are on. At the top of the section will be the page header, so you know where you are and the remain space will be the content of the page.
Main Menu
- Navigation and Menus
Contact Management Clubs and Clinics Handypersons Invoicing Rostering Reports Favourites (Star Icon) Settings Menu(Setting/System Cog)
- User Guides
System Setup Guide Quick Start! Contact Management Guide Consent for external referrals Links Extension Databases Clubs and Clinics Support Worker Sending a bulk letter/email Mail Merge Reports GDPR Guidance Changes for GDPR
- Admin Guides
System Updates (BETA) Projects Organisations and People Recording Contacts Extension Databases User Access Management
- System Extras
Web Referral Forms Data Migration Services Charitylog Local System Modules
- Support
