Admin

The Admin menu (system cog) in the system contains all the configuration options. This page lists all of the relevant pages in the manual, in the same structure as the Admin menu.

3rd Party Software

• Email Setup
• Portal/Webforms - Settings
• Post Code Anywhere (PCA Predict Address Lookup)
• Text Anywhere Settings

Clubs & Clinics

• Non-Attendance Reasons
• Parameters
• Transport Methods
• Treatments And Activities

Database Operations

• Backup System
• Data Migration Centre
• Update Replica Databases

Funded Work (Requires Funded Work Module)

• Funded Job Work Types
• Fee Difference Reasons

GDPR

• Field Sets
• GDPR Settings
• Consent Rule Text Entry

General Settings

• Bank Holiday Dates
• Branch Groupings (Views) - Requires Branch Module
• Branches/Offices - Requires Branch Module
• Extension Database Setup
• Information Links Headings
• Manage Menus
• Organisation Details
• Operational Rules
• Publications
• Publication Categories
• Publication Languages
• Standard Letter Templates
• Standard Letter Types
• Supporting People Settings
• System Uploads
• Uploaded Doc. Categories

Handyperson (Requires Handyperson Module)

• Handyperson Cancel. Reasons
• Handyperson General Details
• Handyperson Job Types
• Handyperson Materials
• HP Material Costs - Requires Invoicing Module
• HP Project Labour Costs - Requires Invoicing Module
• HP Standard & Project Nominal Codes - Requires Invoicing Module

IMCA - Requires IMCA Module

• Means of Communication

Invoicing - Requires Invoicing Module

• Cost Centres
• General Charge Rates
• General Rates In Projects
• Invoice Layouts
• Invoicing Parameters
• HP Standard & Project Nominal Codes - Requires Handyperson Module
• Payment Methods
• VAT Codes

Orgs and People A-J

• Customise Orgs & People
• Accommodation Type
• Age Range
• Benefits
• Blue Badge Holder
• Carer's Role
• Consent Given
• Courses and Qualifications
• DBS/PVG Checked
• Disabilities
• Eligible For Gift Aid
• Employed
• Equipment
• Ethnic Group
• Gender
• Groups & Skills

Orgs and People K-Z

• Customise Orgs & People
• Living Arrangements
• LSOA Areas and Wards
• Main Langauge
• Marital Status
• Postal District
• Person/Organisation Category
• Registered Disabled
• Relationships
• Religious Group
• Service User Group
• Sexual Orientation
• Status
• Unavailability Reasons
• Victim of Crime

Outcomes & Assessments

• Make Assessment Forms - Deprecated Feature
• Outcome Groups
• Ladder Outcomes
• Simple Outcomes

Projects & Referrals

• Classification Codes - Also used for Age UK I&A Codes, CAB AIC Codes.
• Contact Types
• Contact Methods
• Project Set Up
• Project Subcategories
• Project Funding Streams
• Referral Closure Update
• Referral Reasons
• Referral Sources
• Referral Templates
• Signpost/External Referral Types
• Termination Reasons

Roster Worker - Requires Roster Module

• Alerts
• Job Card Statuses
• Matching Exclusions
• Roster Field Settings
• Roster Rates
• Roster Rates in Projects
• Roster Worker Holiday Pay Parameters
• Roster Services
• Roster Teams
• Tasks
• Travel Rule Sets
• Roster Terminology
• Time Rounding

User Access

• Users
• Group Access
• Restricted IP Addresses

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