Difference between revisions of "Membership and Skills"

Revision as of 13:53, 24 August 2017

Location in standard build: Administration > Drop-Down Lists > Membership/Skills Groups

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The Membership/Skills Groups feature lets you create groups which can be applied to organisations and people on the system. When a user places an organisation/person in one of these groups, they can also enter start and end dates, meaning that you can report on skills group activity over a period of time.

Groups and Skills are commonly used to show which skills volunteers have (befriending volunteer, gardening helper, volunteer driver, etc).

Creating a new group

Clicking on the menu item will show you the list of groups and skills set up on your system, if there are any. Click on "Enter New Record" to add a new one.

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You can now enter:

• The name of the group
• Notes associated (for information only - there is no reporting output for these notes)
• Display Order
• Whether the group is sponsored by a funder or not (this drop-down lists is created from the list of Funders on your system)
• Whether the group is linked to a project or not
• Whether the group is active (available for use) or not

Click "Save Details" when done.

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You will be returned to the display of Groups & Skills with the new one added.

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Examples of use

• People (or organisations) on the system can be put into any groupings created here using the Groups and Skills feature.
• Once people are in these groupings, their groups/skills will display if they are assigned to clients - e.g. if the user is assigning a volunteer to someone.
• If Support Workers are in these groupings, they can be used to filter the available Support Workers when assigning them for work on a client's Support Plan.

Reporting outputs

Data entered against the groupings you set up here is available:

• On the Groups and Skills Report.
• On the Blue Folder Lookup screen - add "Groups and Skills" in the "Add Org/People-linked Records" section.

Rob Kay - manual author (talk) 12:40, 31 December 2014 (GMT)