Difference between revisions of "Projects"

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Projects categorise all activity recorded using Charitylog. Understanding the concept of Projects is vital to having a good grasp of how the Charitylog system works as a whole.
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Projects are overall categories for the “work done” side of Charitylog. When you record information about work done, it will ultimately be categorised by one (and only one) Project. Some examples are:
  
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Projects are a key way to categorise information when producing reports, for example -
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* When you use the Contact Management part of Crossdata, you record [[Contact]]s. These Contacts sit within a [[Referral]], and that Referral will be categorised under a Project.
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* When you record work done using the [[Support Worker]] module, it’s all about [[Support Work Job]]s. These Jobs result from a [[Support Plan]], which sits within a [[Referral]] for the beneficiary of the work. That Referral is categorised under a Project.
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* When you record attendances at [[Clubs and Clinics]], these [[Attendance]]s are at a particular [[Club/Clinic]]. Each Club/Clinic is categorised under a Project.
  
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* "All work done for this client" - categorising by client
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Because all the data about work done is categorised by Project, this means that Projects are used throughout the system as filters on reports and so on. Most reports or searches offer Date Range and Project as their main filters, and then offer other more specific filters as necessary.
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* "All work done in this time period" - categorising by date
 
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* '''"All work done by the Daycare service" - categorising by Project.'''
 
  
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Any information recorded in Charitylog needs to be recorded "under" a Project, and you will need to set these Projects up before you can start using your system. It's common that each service your organisation delivers will have one Project set up for it. Typical Projects like this would be;
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Note that there are some elements within the system which are not categorised by Project - the most obvious one being [[Organisations and People]]. Organisations and People exist independently of Projects. An Organisation/Person can have any number of Referrals, and therefore they may be involved with several Projects, but Organisations and People are not categorised by a Project in the same way as [[Contacts]], [[Attendances]] and so on.
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* Daycare
 
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* Activity Groups
 
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* Information and Advice
 
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and so on. These usually cover the majority of work an organisation does with clients, but there may be more projects required if you want to capture statistics on all your organisation's activity - which you probably do. You might need some extra projects like;
 
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* Volunteers (to record activity with volunteers, rather than clients)
 
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* Front Desk (for reception staff to record their interactions with clients)
 
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* Marketing (to record contacts with local press etc)
 
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You can see that Projects are more than just a list of the services your organisation provides - although this is a big part of the picture. The Projects on your system serve to categorise all activity recorded, so in this way, they are more like categories than anything else.
 
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Every action recorded on your Charitylog system is linked to one Project and one Organisation/Person (most commonly, a client).
 
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[[File:A_projects_chart1.png|border]]
 
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This Project and Organisation/Person may be carried on to several actions, which we call a Referral. In this case, the whole Referral (chain of actions) is linked to one Project and one Org/Person. A Referral cannot be under more than one Project and it cannot be with more than one person. Many members of staff might get involved with the referral, but the subject of the referral - usually a client - remains constant.
 
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[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 14:02, 29 August 2017 (BST)
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[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 16:40, 26 August 2015 (BST)
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[[Category:Glossary]]
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Revision as of 13:02, 29 August 2017

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Projects are overall categories for the “work done” side of Charitylog. When you record information about work done, it will ultimately be categorised by one (and only one) Project. Some examples are:

  • When you use the Contact Management part of Crossdata, you record Contacts. These Contacts sit within a Referral, and that Referral will be categorised under a Project.
  • When you record work done using the Support Worker module, it’s all about Support Work Jobs. These Jobs result from a Support Plan, which sits within a Referral for the beneficiary of the work. That Referral is categorised under a Project.
  • When you record attendances at Clubs and Clinics, these Attendances are at a particular Club/Clinic. Each Club/Clinic is categorised under a Project.

Because all the data about work done is categorised by Project, this means that Projects are used throughout the system as filters on reports and so on. Most reports or searches offer Date Range and Project as their main filters, and then offer other more specific filters as necessary.

Note that there are some elements within the system which are not categorised by Project - the most obvious one being Organisations and People. Organisations and People exist independently of Projects. An Organisation/Person can have any number of Referrals, and therefore they may be involved with several Projects, but Organisations and People are not categorised by a Project in the same way as Contacts, Attendances and so on.


Rob Kay - manual author (talk) 14:02, 29 August 2017 (BST)
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