System Setup Guide
This document is a walkthrough of the Administration menu, which contains almost all of the settings used to administer your whole Charitylog system. This is a long document, and at times it's quite involved, so don't panic if not everything makes sense straight away!
If you haven't already done so, it is strongly recommended that administrators read the Introduction to Charitylog for Administrators and the Quick Start Guide for Administrators before this one.
Contents
- 1 Accessing the Administration section
- 2 Security
- 2.1 Age UK Codes
- 2.2 Anonymise Clients
- 2.3 Backup
- 2.4 Customisable Tab Settings
- 2.5 Delete Diary Entries
- 2.6 Extension Databases
- 2.7 External Referral Settings
- 2.8 Help
- 2.9 Input Field Rules
- 2.10 Insert Audit Report
- 2.11 Integrated Add-on Software
- 2.12 Make Assessment Forms
- 2.13 Operational Rules
- 2.14 Changing Menu Order
- 2.15 Referral Closure Update
- 2.16 User Login History
- 3 User Settings
Accessing the Administration section
Clearly, to set up your system you are going to need access to the Administration menu. It is at the bottom of the main menu which appears in almost every Charitylog screen. If you can't see it, it is because you do not belong to a user group which is granted access. You need to contact one of your system administrators and request to be moved to one of the relevant User Groups.
Our Details
Referral Audit
Standard Document Setup
Publication Setup
Standard Letter Templates
Standard Letter Types
Upload Settings
Drop-Down Lists
Accomodation Types
Age Ranges
Benefits
Categories of Need
Client Personal Options
Communication Methods
Contact Types
Courses & Qualifications
Data Dictionary Fields
Disabilities
Districts
Ethnic Origins
Funded Work Options
IMCA Drop Down Lists
Living Arrangements
Marital Status
Membership/Skills Groups
Organisation and People Categories
Referral Sources
Relationships
Religions
Service User Groups
Sexual Orientations
Status
Termination Reasons
Town Lookup Edit
Transport Methods
Equipment
Equipment History
Extended Orgs & People List
Information Links Headings
LSOA Areas and Wards
Projects and Referral Entries
Project Set Up
Project Subcategories
Referral Templates
Referral Reasons
Staff Time Splits
Security
Age UK Codes
Anonymise Clients
Backup
Customisable Tab Settings
Delete Diary Entries
Extension Databases
External Referral Settings
Help
Input Field Rules
Insert Audit Report
Integrated Add-on Software
eziTracker Settings
Postcode Anywhere Settings
Text Anywhere Settings
Make Assessment Forms
Operational Rules
Changing Menu Order
Once you have finished working with Operational Rules, you may notice that there is an extra button across the bottom of the "Operational Rules" screen, "Save Details and go to Menu Order" - as shown:
The screen which follows allows you to change the order and structure of the main Charitylog menu, which all users see down the left hand side of the page.
Referral Closure Update
User Login History
User Settings
Group Access
The Group Access screen allows administrators to control what each User Group has access to throughout the Charitylog system. It is one of the most powerful tools that administrators have in running the system, and is covered in its own document here: Group Access.
