Difference between revisions of "Admin"
From Charitylog Manual
(→General Settings) |
(→General Settings) |
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| Line 38: | Line 38: | ||
* [[Bank Holiday Dates]] | * [[Bank Holiday Dates]] | ||
| + | * [[Branch Groupings (Views)]] | ||
| + | * [[Branches/Offices]] | ||
* [[Extension Databases|Extension Database Setup]] | * [[Extension Databases|Extension Database Setup]] | ||
| + | * [[Information Links Headings]] | ||
| + | * [[System Details|Organisation Details]] | ||
* [[Operational Rules]] | * [[Operational Rules]] | ||
| + | * [[Publications]] | ||
* [[Publication Categories]] | * [[Publication Categories]] | ||
* [[Publication Languages]] | * [[Publication Languages]] | ||
| − | |||
* [[Standard Letter Templates]] | * [[Standard Letter Templates]] | ||
* [[Standard Letter Types]] | * [[Standard Letter Types]] | ||
| − | |||
* [[System Uploads]] | * [[System Uploads]] | ||
* [[Uploaded Document Categories|Uploaded Doc. Categories]] | * [[Uploaded Document Categories|Uploaded Doc. Categories]] | ||
Revision as of 10:05, 28 December 2017
Location in standard build: Top right corner
The Admin menu in Charitylog contains all the configuration options. This page lists all of the relevant pages in the manual, in the same structure as the Admin menu.
Contents
3rd Party Software
- Email Setup
- EveryLIFE PASSsystem
- Portal/Webforms - Settings
- Postcode Anywhere
- Text Anywhere Settings
Clubs & Clinics
Database Operations
General Settings
- Bank Holiday Dates
- Branch Groupings (Views)
- Branches/Offices
- Extension Database Setup
- Information Links Headings
- Organisation Details
- Operational Rules
- Publications
- Publication Categories
- Publication Languages
- Standard Letter Templates
- Standard Letter Types
- System Uploads
- Uploaded Doc. Categories
Handyperson
- Handyperson General Details
- Handyperson Job Types
- Handyperson Materials
- HP Standard & Project Nominal Codes
- HP Material Costs
- HP Project Labour Costs
- Handyperson Cancel. Reasons
Invoicing
- Cost Centres
- General Charge Rates
- General Rates In Projects
- HP Standard and Project Nominal Codes
- Invoice Layouts
- Invoicing Parameters
- Payment Methods
- VAT Codes
User Access
Orgs and People A-J
- Customise Orgs & People
- Accommodation Type
- Age Range
- Benefits
- Disabilities
- Blue Badge Holder
- Consent Rule Text Entry
- Carer's Role
- Consent Given
- Courses and Qualifications
- Ethnic Group
- Equipment
- General Category of Need
- DBS/PVG Checked
- Eligible For Gift Aid
- Employed
- Gender
Orgs and People K-Z
- Customise Orgs & People
- Main Language
- Registered Disabled
- Living Arrangements
- LSOA Areas and Wards
- Membership and Skills
- Victim of Crime
- Marital Status
- Person/Organisation Category
- Postal District
- Relationships
- Religious Group
- Unavailability Reasons
- Service User Group
- Sexual Orientation
- Status
Outcomes & Assessments
Projects & Referrals
- Project Set Up
- Referral Templates
- Contact Methods
- Contact Types
- Consent Rule Text Entry
- Project Subcategories
- Project Funding Streams
- Referral Closure Update
- Referral Reasons
- Referral Sources
- Signpost/External Referral Types
- Termination Reasons
Support Worker
- Alerts
- Job Card Statuses
- Matching Exclusions
- Support Field Settings
- Support Rates
- Support Rates in Projects
- Support Worker Holiday Pay Parameters
- Support Services
- Support Teams
- Tasks
- Time Rounding
- Support Terminology
Rob Kay - manual author (talk) 15:06, 22 August 2017 (BST)
