Difference between revisions of "Categories of Need"

From Charitylog Manual
Jump to: navigation, search
(Reporting Outputs)
 
(12 intermediate revisions by 2 users not shown)
Line 1: Line 1:
 +
<!--TAGS: How do I edit categories of need, categorise clients, help me make sense of my data, HALP PLS -->
 
[[File:helpheader_small.png|right]]
 
[[File:helpheader_small.png|right]]
  
''Location in standard build:'' '''''Administration > [[Drop-Down Lists]] > Categories of Need'''''
+
''Location in standard build:'' '''''Cog > Orgs & People A-J > General Categories of Need'''''
  
  
[[File:CON_1.png|border]]
+
[[File:gen_cat1.jpg|400px|alt="general category of need button in admin menu"]]
  
  
Line 18: Line 19:
 
Clicking on the menu item will show you the list of Categories of Need set up on your system, if there are any. Click on "Enter New Record" to enter a new one (or click on the name of an existing one to edit it).
 
Clicking on the menu item will show you the list of Categories of Need set up on your system, if there are any. Click on "Enter New Record" to enter a new one (or click on the name of an existing one to edit it).
  
[[File:CON_2.png|border]]
+
[[File:gen_cat2.jpg|700px|alt="a list of general categories of need from the admin menu"]]
  
  
Line 30: Line 31:
 
Click "Save Details" when done. You will be returned to the list with the new category added.
 
Click "Save Details" when done. You will be returned to the list with the new category added.
  
[[File:CON_4.png|border]]
+
[[File:gen_cat3.jpg|700px|alt="general category of need select option entry screen"]]
 
 
 
 
===Seeing which orgs/people have each Category of Need selected===
 
 
 
Each option in the Categories of Need list has an associated number in the column headed "Number of Orgs/People Usages".
 
 
 
[[File:CON_3.png|border]]
 
 
 
 
 
Clicking on the number (if it isn't zero) will show you which orgs/people have this option selected.
 
 
 
  
 
==Reporting Outputs==
 
==Reporting Outputs==
Line 48: Line 38:
  
 
* As part of Data Extractions (as a filter and an output).
 
* As part of Data Extractions (as a filter and an output).
 
 
----
 
 
[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 13:45, 23 April 2015 (BST)
 

Latest revision as of 11:29, 6 February 2024

Helpheader small.png

Location in standard build: Cog > Orgs & People A-J > General Categories of Need


"general category of need button in admin menu"


The Categories of Need drop-down list can be used for different things depending on your data requirements. It is generally used for organisations that categorise their service users in some way. The Categories of Need field is available for all org/person Types, though not turned on for all Types in the standard build. The Customise Orgs & People page allows you to turn it on or off for different Types.



Creating or editing Categories of Need

Clicking on the menu item will show you the list of Categories of Need set up on your system, if there are any. Click on "Enter New Record" to enter a new one (or click on the name of an existing one to edit it).

"a list of general categories of need from the admin menu"


You can now add the following information:

  • Name of the category
  • Details (for information on this screen only; not shown on any data entry screens or reporting outputs)
  • Display Order
  • Active Category? - whether this category is to be available on the system or not

Click "Save Details" when done. You will be returned to the list with the new category added.

"general category of need select option entry screen"

Reporting Outputs

Information entered against the Categories of Need you set up on this page is available in the following places:

  • As part of Data Extractions (as a filter and an output).