Difference between revisions of "Termination Reasons"
From Charitylog Manual
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* Active? - whether this option is available for use on the system or not | * Active? - whether this option is available for use on the system or not | ||
| − | [[File: | + | Click "Save Details" when you have entered all of the required information. |
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Data entered against the list of Termination Reasons is available: | Data entered against the list of Termination Reasons is available: | ||
| − | * On the [[ | + | * On the [[Terminations Report]] |
* In the KPI Report Designer - it is shown on the details results for all of the "Number of Terminations..." reports | * In the KPI Report Designer - it is shown on the details results for all of the "Number of Terminations..." reports | ||
Revision as of 14:44, 5 May 2015
Location in standard build: Administration > Drop-Down Lists > Termination Reasons
The list of Termination Reasons is used when an org/person's involvement with a Project is formally terminated by a user. The "Reason" field appears on the Client Project Terminations screen.
Creating or editing Termination Reasons
Click on the menu item to see the list of Termination Reasons set up on your system, if there are any. Click on "Create New Reason" to create a new one, or click the name of an existing option to edit it.
You can now enter the following information:
- Reason
- Use As Reason For Marking Someone As Deceased? - if set to "Yes", this reason will be available on the Client Deceased page.
- Display Order
- Active? - whether this option is available for use on the system or not
Click "Save Details" when you have entered all of the required information.
Reporting outputs
Data entered against the list of Termination Reasons is available:
- On the Terminations Report
- In the KPI Report Designer - it is shown on the details results for all of the "Number of Terminations..." reports
Rob Kay - manual author (talk) 15:43, 5 May 2015 (BST)
