Difference between revisions of "Sexual Orientations"
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[[File:helpheader_small.png|right]] | [[File:helpheader_small.png|right]] | ||
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| + | ''Location in standard build:'' '''''Administration > [[Drop-Down Lists]] > Sexual Orientations''''' | ||
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| + | [[File:SO_1.png|border]] | ||
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| + | The list of Sexual Orientations is used when users enter information about a person on the system. | ||
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| + | [[File:SO_2.png|border]] | ||
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| + | __TOC__ | ||
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| + | ==Creating or editing the list of Sexual Orientations== | ||
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| + | Click on the menu item to see the list of Sexual Orientations set up on your system. Click on "Enter New Orientation" to add a new one, or click on the name of an existing option to edit it. | ||
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| + | [[File:SO_3.png|border]] | ||
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| + | You can now enter the following information: | ||
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| + | * Name of the Sexual Orientations | ||
| + | * Notes (for information on this screen only; these notes are not output on any report) | ||
| + | * [[Display Order]] | ||
| + | * Active? - whether this option is available on the system or not | ||
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| + | Click "Save Details" when you have entered the information. | ||
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| + | [[File:SO_4.png|border]] | ||
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| + | ==Examples of use== | ||
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| + | The Religious Group of the people that an organisation works with has become a common piece of information that funders ask for, even if the work that the organisation carries out does not relate to the Sexual Orientation of their clients. | ||
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| + | Understandably it is often sensitive information and users of the system find it difficult to ask their clients for it. For this reason it is sometimes included in the standard [[Input Field Rules]] for a system, to encourage users to capture it at first contact if possible. Many of our customers write a script for everyone in their organisation to use when asking the question, so that they don't feel pressured to word the question in a particular way. In general, clients are usually happy to disclose the information. It's important to have a "did not wish to disclose" option too. | ||
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| + | ==Reporting Outputs== | ||
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| + | Information entered using the Sexual Orientations drop-down list is available: | ||
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| + | * In Data Extractions, both as selection criteria and as data to be output on a spreadsheet | ||
| + | * In the KPI Report Designer as a filter (for example, the Number of Clients Accessing Service By Sexual Orientation report) | ||
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| + | ---- | ||
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| + | [[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 10:47, 5 May 2015 (BST) | ||
Revision as of 09:57, 5 May 2015
Location in standard build: Administration > Drop-Down Lists > Sexual Orientations
The list of Sexual Orientations is used when users enter information about a person on the system.
Contents
Creating or editing the list of Sexual Orientations
Click on the menu item to see the list of Sexual Orientations set up on your system. Click on "Enter New Orientation" to add a new one, or click on the name of an existing option to edit it.
You can now enter the following information:
- Name of the Sexual Orientations
- Notes (for information on this screen only; these notes are not output on any report)
- Display Order
- Active? - whether this option is available on the system or not
Click "Save Details" when you have entered the information.
Examples of use
The Religious Group of the people that an organisation works with has become a common piece of information that funders ask for, even if the work that the organisation carries out does not relate to the Sexual Orientation of their clients.
Understandably it is often sensitive information and users of the system find it difficult to ask their clients for it. For this reason it is sometimes included in the standard Input Field Rules for a system, to encourage users to capture it at first contact if possible. Many of our customers write a script for everyone in their organisation to use when asking the question, so that they don't feel pressured to word the question in a particular way. In general, clients are usually happy to disclose the information. It's important to have a "did not wish to disclose" option too.
Reporting Outputs
Information entered using the Sexual Orientations drop-down list is available:
- In Data Extractions, both as selection criteria and as data to be output on a spreadsheet
- In the KPI Report Designer as a filter (for example, the Number of Clients Accessing Service By Sexual Orientation report)
Rob Kay - manual author (talk) 10:47, 5 May 2015 (BST)
