Quick Start Guide for System Administrators

From Charitylog Manual
Revision as of 16:05, 6 March 2013 by Rob Kay (talk | contribs)
Jump to: navigation, search

So, you've decided to go for Charitylog...what happens next?

First of all, congratulations and thank you!

You are probably already in touch with our staff team, but here's who you are likely to be dealing with and when.

  • For the sale of your Charitylog system, you've probably been dealing with Ian, our MD.
  • For ongoing support through the process, when you telephone us, you are likely to speak to Emily, our Support Advisor, or Matt, our Support Manager.
  • For implementation and issues around getting up and running, this will be handled by Jane, our Implementation Manager.
  • For Data Migration, you will probably deal with Fiona, who is one of our programming team and specialises in data migration of existing systems to Charitylog.
  • For your on-site training, you will be assigned a trainer who will guide you through the whole process. These trainers work across regions. If you're located in the South-East or London, you'll be working with Claire; in the South-West, Richard; The Midlands, David; and if you're located in the North or North-East, Rob.

Timescales

Implementing the system

How you can support your staff

Data Migration

You may need to have data migrated into your new Charitylog system from an existing database, or more likely, a series of spreadsheets. For full details on this, please see the Data Migration Guide.

Training

   Max 6 people.

What happens in training?

What do we need to provide to make training effective?

One computer per person
Projector
Fast internet access
Lunch arrangements

First training day

Subsequent training days

Going live

Ongoing support

Data Protection Issues

Software License Agreement