Difference between revisions of "Age Range"

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==How Age Bands work==
 
==How Age Bands work==
  
The Age Band field is available for all org/person Types. The user can manually select an Age Band but the field will also auto-fill if data is put in the "Date of Birth" fields. For example, if the user enters the date of birth as a day, month and year;
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The Age Range field is available for all org/person Types. The user can manually select an Age Range but the field will also auto-fill if data is put in the "Date of Birth" fields. For example, if the user enters the date of birth as a day, month and year;
  
 
[[File:AB_1.png|border]]
 
[[File:AB_1.png|border]]

Revision as of 11:26, 28 April 2017

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Location in standard build: Administration > Drop-Down Lists > Age Range

The Age Bands page allows you to set and adjust the age bands used in the Charitylog system for displaying data and reporting.

How Age Bands work

The Age Range field is available for all org/person Types. The user can manually select an Age Range but the field will also auto-fill if data is put in the "Date of Birth" fields. For example, if the user enters the date of birth as a day, month and year;

File:AB 1.png


...then the "Age Range" and "Age Now" fields automatically fill themselves out.

File:AB 2.png


This will work even if the user only enters a year of birth (the system assumes they were born on the 1st January) which can be useful for doing age-band-based reports even if the user doesn't want to ask the person for an exact date of birth.

Note: Age Band fields can be updated en masse by using the Age Band Check feature.


Creating and adjusting Age Bands

Age Bands/Ranges are almost always set in pre-implementation, i.e. they are set according to the needs of the customer when their system is first created. Administrators can adjust Age Bands, but it's rare that this is necessary. Usually it is only necessary if fundamental reporting needs change.

Suppose that the list of Age Bands below needs adjusting so that the highest band starts at 95, i.e. the "85 to 95" band needs to be adjusted to stop at 94 and then the "96+" band needs to be changed to start at 95. Click on the name of an Age Band to adjust it.

File:AB 3.png


From this screen you can adjust the upper and lower limits. The "Age Range Description" field will automatically populate itself depending on what the upper and lower limits are. It can also be manually changed.

File:AB 4.png


You can also set:

  • Display Order - but note that age ranges displaying in anything but numerical order will be confusing for users;
  • Whether the Age Band is Active (available on the system) or not.

Click "Save Details" when done. You will be returned to the display of Age Bands. At this point you may/should see an error message, because now that the "85 to 95" band has been adjusted, there is no band that covers the age 95.

File:AB 5.png


You will now need to click on the "96+" age band;

File:AB 6.png


Adjust the lower limit, and click "Save Details";

File:AB 7.png


You will be returned to the display of Age Ranges, now without the error message.

File:AB 8.png


Reporting Outputs

Data entered against the list of Age Bands is available:

  • In the KPI Report Designer - any report "by Age Band"
  • In Data Extractions



Rob Kay - manual author (talk) 16:56, 10 April 2015 (BST)