Difference between revisions of "Club and Clinic Details - Incomplete Meetings tab"

From Charitylog Manual
Jump to: navigation, search
Line 3: Line 3:
 
''Location in standard build:'' '''''Clubs and Clinics > Clubs/Clinics/Groups > Click on club/clinic in question > Future Meetings tab'''''
 
''Location in standard build:'' '''''Clubs and Clinics > Clubs/Clinics/Groups > Click on club/clinic in question > Future Meetings tab'''''
  
The Future Meetings tab is where meetings that have not happened yet are shown. It's also the place where you create meetings (i.e. tell the system that a meeting is going to happen, and who's going to attend).
+
The Incomplete Meetings tab is where meetings that have not happened yet are shown. It's also the place where you create meetings (i.e. tell the system that a meeting is going to happen, and who's going to attend).
  
  
 
__TOC__
 
__TOC__
  
 +
 +
===Working with incomplete occurrences===
 +
 +
[[File:CCD_21.png|border]]
 +
 +
The various buttons on each incomplete occurrence are covered in their own pages in the manual:
 +
 +
* "View/Edit" (or "Confirm") button: [[View or Edit Attendances]]
 +
* "Rearrange" button":
 +
* "Complete" button: [[Enter Actual Attendances]]
 +
* "Goto Wizard":
 +
* "Delete":
 +
* Bus icon: [[Transport Sheets]]
 +
* Register icon: [[Attendance Sheets]]
 +
* Card icon: covered within the overall [[Clubs and Clinics Module|Clubs and Clinics]] page
  
  
Line 40: Line 55:
  
 
The occurrences will now be created.
 
The occurrences will now be created.
 
 
===Working with occurrences that have been created===
 
 
Once occurrences have been created, they appear on the "Future Meetings" tab, as shown.
 
 
[[File:CCD_18.png|border]]
 
 
 
====Confirming the occurrence====
 
 
The first thing to do is to confirm the occurrence. This is where you tell the system that the occurrence will definitely take place; you can also assign those members that are going to attend.
 
 
Click on the "Confirm" button.
 
 
[[File:CCD_19.png|border]]
 
 
 
You will now see a screen with the available appointment slots for people to attend, as shown.
 
 
[[File:CCD_20.png|border]]
 
 
 
 
 
 
  
  

Revision as of 13:18, 7 September 2016

Helpheader small.png

Location in standard build: Clubs and Clinics > Clubs/Clinics/Groups > Click on club/clinic in question > Future Meetings tab

The Incomplete Meetings tab is where meetings that have not happened yet are shown. It's also the place where you create meetings (i.e. tell the system that a meeting is going to happen, and who's going to attend).



Working with incomplete occurrences

File:CCD 21.png

The various buttons on each incomplete occurrence are covered in their own pages in the manual:


Creating new occurrences

At the bottom of the tab, there is an area titled "Next Uncreated Occurrence".

File:CCD 14.png


"Create Next Occurrence" button

The system will make a guess at when the next occurrence is going to be, based on the last known occurrence and the options on the Occurrence Details tab. For regularly occurring meetings you will probably be able to use this button (several times if required) to create your future occurrences. Simply click the button, and the next occurrence will be created.


"Create More New Future Occurrences" button

If the system's guess at when the next occurrence will be is wrong, or you want to create several incomplete occurrences, you can use the "Create New Future Occurrences" button. Clicking the button will display this screen:

File:CCD 15.png


You can now create a future occurrence, or create several in one go. Enter the number of occurrences you would like to create and the date of the first one (note: it must be a day that the club/clinic will happen on, according to the Occurrence Details tab).

File:CCD 16.png


Then click "Save Details" below the list of incomplete meetings.

File:CCD 17.png


The occurrences will now be created.



Rob Kay - manual author (talk) 13:06, 12 January 2016 (GMT)