Difference between revisions of "Sight Loss MOT"
From Charitylog Manual
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| + | ==Preparing the record for the fields== | ||
| + | Using [[Customise Orgs & People]] you will need to create a new tab called Sight Loss MOT, click on the link at the top of [[Customise Orgs & People]] to do this. | ||
| − | + | Use the edit tab button for the record type that you use the Sight Loss MOT with, see [[Customise Orgs & People#Edit Tabs|Tabs]]. | |
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Revision as of 12:46, 30 June 2021
Preparing the record for the fields
Using Customise Orgs & People you will need to create a new tab called Sight Loss MOT, click on the link at the top of Customise Orgs & People to do this.
Use the edit tab button for the record type that you use the Sight Loss MOT with, see Tabs.
Before using the Sight Loss MOT you need to import the extension database. This action will require Group Access to Customise Orgs & People and Extension Database Setup.
- Step 1 - Go to Admin Cog/General Settings/Extension Database Setup
- Step 2 - At the bottom of the of the page click 'Import From Library'
- Step 3 - Import the Sight Loss MOT extension databases (all 3 are required).
- Step 4 - Once imported you can update the settings to decide where you wish place the extension databases (see Extension Database Setup for details.
You will need a copy of the Sight Loss MOT spreadsheet, this can be obtained from support@dizions.co.uk
Using the Sight Loss MOT
| Entering Data | Reporting |
