Difference between revisions of "Club and Clinic Details - Occurrence Details tab"

Revision as of 13:37, 12 January 2016

The Occurrence Details tab holds information about the way meetings happen for this club/clinic. The combination of options you select on this tab will govern whether this meeting is to behave as a Club (where everyone attends at the same time) or a Clinic (where people attend in timed appointment slots).

• Day Event Usually Occurs, Interval Between Events and Number of Days/Weeks Between Occurrences – these three fields tell the system how often the meetings are going to happen. Set as appropriate for your meeting. For example, if a clinic occurs every week, select 'Weeks' and put '1' into the Interval Between Events. If it occurs every 2 months, select 'Months' and put '2' into the Interval between Events.
• Bring Forward Client Appointments – this field controls whether the system will assume that because someone attended the last meeting, they will be planning to attend the next one, and automatically carry them forward to the next meeting.
• Gap Between Client Attendance - This represents the interval between each attendance by the client. The club or clinic may occur every week, but the client only presents themself every 8 weeks - in this case the Interval would be 8, being the gap between their attendances at the clinic or club. If they come every time the event occurs, enter a '1'.
• Maximum Number of Members – this is the maximum number of people that can be on the membership list. If a user tries to add more people than this setting allows, the system will prevent them and explain why with a popup message.
• Maximum number of attendees – this is the maximum number of people that can attend one occurrence of the club or clinic (note that the maximum number of members might be much higher than the maximum number of attendees).
• Save Completed Attendances into Client History? – if set to “yes’”, the system will automatically insert a contact on the client’s History tab after they attend a meeting. Note that this will only work if the client is already active in the relevant Project.
• Contact Method to use in History for Attendances – the contact method to be used on these automatically-created contacts. (taken from the drop-down list of contact methods set up on your system)
• Contact Method to use in History for Non-attendances – the contact method to use if the client is due to attend, but does not.
• Start and end times – the times that the club/meeting/session begins and ends.
• How long for each appointment? – this is only relevant when running Clinics (where the people attend in timed slots). If set to anything except 0, timeslots will be created. (For example, if the start time is 1200, end time is 1400, and you enter 20 here, the system will create six 20 minute timeslots.)
• Record how long the client spends there? – this can be used to manually enter how long the client has been at a meeting for. This is for reporting use only.
• Allow Entry Of Anonymous Attendees? - Governs whether you can record anonymous people - people who have attended a session but are not clients on your Charitylog system.
• Allow Entry Of Notes In Completion? – Governs whether or not you can enter notes beside a particular person’s attendance of a meeting (on completion of an occurrence).
• Allow Entry of Non-Attendance Reasons? – Governs whether you can enter non-attendance reasons (on completion of an occurrence).
• Hide Payment Column/Donation Column In Non-Wizard Attendance Entry? – these options allow you to remove the columns for payments and donations when you fill in whether people attended or not. You might choose to do this because you want to make the data entry screen simpler (if you don’t need this data).
• Record All Cancellations (Time Of Cancellation And Reason)? – setting this to “yes” will prompt users to enter one of the non-attendance reasons when removing a client from the attendance list of a future meeting.

Rob Kay - manual author (talk) 12:56, 12 January 2016 (GMT)