Difference between revisions of "Modules"
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[[File:helpheader_small.png|right]] | [[File:helpheader_small.png|right]] | ||
| + | =Syetem types= | ||
| − | + | ==Charitylog Members Sytem== | |
| + | |||
| + | ==Charitylog Local== | ||
| + | |||
| + | ==Charitylog Single Project== | ||
| + | ==Charitylog== | ||
| − | + | ==Crossdata== | |
| − | The | + | =Additional Modules= |
| + | The system has additional modules that can be purchased, in addition to the main system. These modules include; | ||
| − | + | ==[[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. | ||
| + | ==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 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. | ||
| − | + | ==[[Handyperson Module|Handyperson]]== | |
| − | |||
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. | 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 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. | ||
| − | + | ==[[Accounts Module (Administrator guide)|Invoicing]]== | |
| − | |||
| − | |||
The invoicing module allows you to create invoices for: | The invoicing module allows you to create invoices for: | ||
*Roster jobs (see [[Invoicing for the Roster Module]]) | *Roster jobs (see [[Invoicing for the Roster Module]]) | ||
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| − | + | ==[[Support Worker Module|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 (End User Guide)|Call Round mobile app]], workers can sign in and out of their jobs in real time, to mark them as completed. | 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 07:58, 27 June 2018
Contents
Syetem types
Charitylog Members Sytem
Charitylog Local
Charitylog Single Project
Charitylog
Crossdata
Additional Modules
The system has additional modules that can be purchased, in addition to the main system. These modules include;
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.
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.
Handyperson
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.
Invoicing
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 the system 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.
