Groups and Skills

From Charitylog Manual
Revision as of 09:44, 7 April 2022 by Alanconway (talk | contribs)
Jump to: navigation, search
Helpheader small.png

Groups and skills are a generic way of categorising people or organisations on the system. They can be used for multiple types of categories like:

  • Skills
  • Interests
  • Services volunteers work in
  • Professional Memberships
  • Committees and local groups

The categories are setup in Membership/Skills Groups.

File:GAS 2.png

To edit an existing entry click on the name or click the 'New Group/Skill' button to create a new one.

  • Start date - Enter a start date, if used for things like interests then use the day you asked.
  • End date - End date is used for services, groups and committees, a report will find people still part of the group/service/committee.
  • Name - Select the required option from the dropdown list.
  • Notes - notes are optional for this page only.

Click "Save Details" when finished.

If you wish to delete an entry click on the checkbox and click the 'Dustbin' icon, then 'OK' on the following screen you are displayed.


Helpheader small.png