Modules
Contents
System types
The system is available in different designs depending on what is required.
Members System
The members system is an ideal system for micro organisations that require storing people and organisation records. This system is designed so that it can be expended to use more record types or open out into a Local or full system.
Charitylog Local
Single Project System
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.
Call Round App
Clubs, Clinics and Groups
Enhanced Mapping
Extension Databases
Funded Work
The Funded work module helps to plan and manage service user requests for work/services that require funding. The module includes the following features:
- Managing the request
- Technical Officer and quotations
- Recording funding applications made for the work
- Recording quotes from tendering organisations
- Processing winning tenders
- Recording work and jobs costings to sea financial outcome
This module can be used for large home adaptations for housing, funding for personal services or medical services.
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.
Ladder Outcomes
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.
