Admin

File:Cl settings 1.png

The Admin menu (system cog) in Charitylog 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
• EveryLIFE PASSsystem
• 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 Type
• 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
• Organisation Details
• Operational Rules
• Publications
• Publication Categories
• Publication Languages
• Standard Letter Templates
• Standard Letter Types
• 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 Standard & Project Nominal Codes - Requires Invoicing Module
• HP Project Labour Costs - Requires Invoicing Module

Invoicing - Requires Invoicing Module

• Cost Centres
• General Charge Rates
• General Rates In Projects
• HP Standard and Project Nominal Codes
• Invoice Layouts
• Invoicing Parameters
• Payment Methods
• VAT Codes

User Access

• Users
• Group Access
• Restricted IP Addresses

Orgs and People A-J

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

Orgs and People K-Z

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

Outcomes & Assessments

• Make Assessment Forms
• Outcome Groups
• Ladder Outcomes
• Simple Outcomes

Projects & Referrals

• Project Set Up
• Referral Templates
• Contact Methods
• Contact Types
• Consent Rule Text Entry
• Project Subcategories
• Project Funding Streams
• Referral Closure Update
• Referral Reasons
• Referral Sources
• Signpost/External Referral Types
• Termination Reasons

Support Worker

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

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Rob Kay - manual author (talk) 15:06, 22 August 2017 (BST)