Difference between revisions of "Modules"
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The Charitylog full system has additional modules that can be purchased, in addition to the main system. These modules include; | The Charitylog full system has additional modules that can be purchased, in addition to the main system. These modules include; | ||
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| − | + | '''[[Branches]]''' | |
| − | + | The Branch module allows you to split your database into sections, to allow for more data protection and privacy. You can use branches to control who has access to which data, such as if you operate within a few different areas and want to prevent someone from one area seeing the information from another. | |
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| − | + | '''Funded Work''' | |
| − | *Roster (previously Support Workers) | + | The Funded work module helps to plan and manage home adaptations and funded work, includes workflows, quotations and costings. This does not integrate with the invoicing module. |
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| + | '''[[Handyperson Module|Handyperson]]''' | ||
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| + | The Handyperson module allows you to assign and schedule jobs to a handyperson, as well as record materials and labour used. If you also own the invoicing module, you can take this a step further by creating invoices for work done. | ||
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| + | '''IMCA''' | ||
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| + | The IMCA module (Independant Mental Capacity Advocate) allows IMCAs to record detailed notes about each of their cases with sections to allow for specific information, such as decisions and outcomes, to be recorded. | ||
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| + | '''[[Accounts Module (Administrator guide)|Invoicing]]''' | ||
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| + | The invoicing module allows you to create invoices for: | ||
| + | *Roster jobs (see [[Invoicing for the Roster Module]]) | ||
| + | *Handyperson jobs (see [[Invoicing for the Handyperson Module]]) | ||
| + | *Time spent through record a contact | ||
| + | *Club and clinic attendances | ||
| + | You can export invoice data from Charitylog to Sage and Microsoft Access. | ||
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| + | '''[[Support Worker Module|Roster (previously Support Workers)]]''' | ||
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| + | The Roster module allows you to create scheduled or one-off jobs for support workers or members of staff to visit or perform a service for clients. If you have the [[Call Round (End User Guide)|Call Round mobile app]], workers can sign in and out of their jobs in real time, to mark them as completed. | ||
Revision as of 17:02, 19 March 2018
The Charitylog full system has additional modules that can be purchased, in addition to the main system. These modules include;
The Branch module allows you to split your database into sections, to allow for more data protection and privacy. You can use branches to control who has access to which data, such as if you operate within a few different areas and want to prevent someone from one area seeing the information from another.
Funded Work
The Funded work module helps to plan and manage home adaptations and funded work, includes workflows, quotations and costings. This does not integrate with the invoicing module.
The Handyperson module allows you to assign and schedule jobs to a handyperson, as well as record materials and labour used. If you also own the invoicing module, you can take this a step further by creating invoices for work done.
IMCA
The IMCA module (Independant Mental Capacity Advocate) allows IMCAs to record detailed notes about each of their cases with sections to allow for specific information, such as decisions and outcomes, to be recorded.
The invoicing module allows you to create invoices for:
- Roster jobs (see Invoicing for the Roster Module)
- Handyperson jobs (see Invoicing for the Handyperson Module)
- Time spent through record a contact
- Club and clinic attendances
You can export invoice data from Charitylog to Sage and Microsoft Access.
Roster (previously Support Workers)
The Roster module allows you to create scheduled or one-off jobs for support workers or members of staff to visit or perform a service for clients. If you have the Call Round mobile app, workers can sign in and out of their jobs in real time, to mark them as completed.
