Difference between revisions of "Customise Orgs & People"

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==Preset Types==
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==Types==
  
 
Charitylog has the following preset Types. These are the standard names, but you can rename them if required.
 
Charitylog has the following preset Types. These are the standard names, but you can rename them if required.
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* Dependants (which replaces Carers, if you are using the carer version)
 
* Dependants (which replaces Carers, if you are using the carer version)
 
* Support Workers (if you have the Support Worker module, which allows you to create, manage and run support plans/workers)
 
* Support Workers (if you have the Support Worker module, which allows you to create, manage and run support plans/workers)
 
 
==User-defined Types==
 
 
  
 
There are also four customisable Types, which are inactive in a standard system, but can be activated (and renamed to suit) if required.
 
There are also four customisable Types, which are inactive in a standard system, but can be activated (and renamed to suit) if required.
 
Clicking on the '''Customise Orgs & People''' menu item will show you a list of all the Types on the system, with the active ones in the top section and the inactive ones below.
 
  
  
[[File:cl_COP_2.png|400px|thumb|none|border]]
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===Renaming Types===
  
 +
To rename a Type, click the "Rename" button.
  
* To activate or edit any of the '''User-defined Types''', click on the name:
 
  
[[File:RTD_3.png|border]]
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[[File:cl_COP_2.png|border]]
  
  
...then enter your chosen name and make the Type active.
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You can now enter the new name for the Type - you'll need to enter singular and plural versions.
  
[[File:RTD_4.png|border]]
 
  
 +
[[File:cl_COP_3.png|border]]
  
==Options for fields==
 
  
By clicking on "Edit Tab Settings/Fields" for a Type...
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Click "Save Details" to save your changes and return to the main "Customise Orgs & People" page.
  
[[File:RTD_5.png|border]]
 
  
 +
===Editing tabs for a Type===
  
...you can alter which fields and links will show on the [[Details Screen]] for that Type.
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To edit which tabs display for a Type, click on the "Edit Tabs" button.
  
[[File:RTD_6.png|450px|border]]
 
  
 +
[[File:cl_COP_4.png|border]]
  
===Showing/hiding fields===
 
  
For each field in the system, the first drop-down box gives the following options -
+
This will take you to the [[Tab Ordering]] page.
  
* Show On General Tab
 
* Show On Personal Tab
 
* Show On Work Details Tab
 
* Show On Risk Assessment Tab
 
* Hide
 
  
Using these options, you can reconfigure how the various tabs appear.
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==Editing fields for a Type==
  
 +
To edit which fields should display for a Type, click on the "Edit Fields" button.
  
===Display Order On Screen===
 
  
Options with a larger display order number will be displayed below options with smaller numbers. Think of the number as a "weight" - options with a bigger weight sink to the bottom, options with a smaller weight rise to the top. By using this option you can rearrange the fields on each tab to suit your needs.
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[[File:cl_COP_5.png|border]]
  
  
===Search Field?===
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===Showing/hiding fields===
 
 
Any fields that have this option ticked will appear on the search page for that organisation/person type. Removing fields you don't need makes the search page easier for users.
 
 
 
  
===Access control===
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* The "Show On Screen?" drop-down allows you to choose whether a field should be displayed, and if displayed, on which tab.
 +
* The "Display Order On Screen" column allows you to control the order of fields. The bigger the Display Order number, the lower that option will go (think of it like a weighting for each option - heavier ones sink to the bottom, lighter ones rise to the top).
 +
* The "System Search" column allows you to choose whether a field should be one of the ones that you can filter the main search for that Type by. For example, if you want to be able to search the list of Clients for all clients in a certain Postal District, then the "Search Fields" check box should be ticked for the Postal District line.
 +
* The "Results Fields" column is reserved for future use. A future release will include the capability to decide which pieces of information should be shown on the search results list.
 +
<-- need to put something in about the Pending Ref/External Search stuff as well -->
  
By moving fields from one tab to another, and controlling whether the users can view personal tabs, you can hide certain groups of details (for example, you might wish to hide staff address details) from users.
 
  
The image below shows the address fields, moved to the Personal Details tab.
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[[File:cl_COP_6.png|border]]
  
  
[[File:CTS_2.png|border|]]
 
  
  
===Reducing visible fields, to make the screens easier on the eye for the end user===
 
  
If you are not using certain fields, why not hide them? By hiding unused fields, end users are only presented with the ones that they need, making the display simpler.
 
  
The image below shows the General Details tab, with all but a minimum of fields removed.
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[[File:cl_COP_5.png|border|thumb|none|600px]]
  
  
[[File:CTS_3.png|790px|border]]
 
  
  

Revision as of 12:56, 10 February 2017

Helpheader small.png

Location in standard build: Administration > Security > Customise Orgs & People


Cl COP 1.png


The different Record Types are the most fundamental way of categorising Organisations and People. For details of how Types work, see the Organisations And People section. The Customise Orgs & People lets you change the way that each Type works. You can:

  • Activate new Types
  • Rename Types
  • Deactivate existing Types
  • Create, edit and delete the Tabs which are shown on each Type's Details Screen
  • Edit the fields which are shown on these tabs
  • Edit which links should be shown at the bottom of the Details Screen



Types

Charitylog has the following preset Types. These are the standard names, but you can rename them if required.

  • Clients
  • Carers
  • Donors
  • Funders
  • Next of Kin
  • Organisations
  • Professionals
  • Referrers
  • Staff
  • Suppliers
  • Trustees
  • Volunteers
  • Dependants (which replaces Carers, if you are using the carer version)
  • Support Workers (if you have the Support Worker module, which allows you to create, manage and run support plans/workers)

There are also four customisable Types, which are inactive in a standard system, but can be activated (and renamed to suit) if required.


Renaming Types

To rename a Type, click the "Rename" button.


File:Cl COP 2.png


You can now enter the new name for the Type - you'll need to enter singular and plural versions.


File:Cl COP 3.png


Click "Save Details" to save your changes and return to the main "Customise Orgs & People" page.


Editing tabs for a Type

To edit which tabs display for a Type, click on the "Edit Tabs" button.


File:Cl COP 4.png


This will take you to the Tab Ordering page.


Editing fields for a Type

To edit which fields should display for a Type, click on the "Edit Fields" button.


File:Cl COP 5.png


Showing/hiding fields

  • The "Show On Screen?" drop-down allows you to choose whether a field should be displayed, and if displayed, on which tab.
  • The "Display Order On Screen" column allows you to control the order of fields. The bigger the Display Order number, the lower that option will go (think of it like a weighting for each option - heavier ones sink to the bottom, lighter ones rise to the top).
  • The "System Search" column allows you to choose whether a field should be one of the ones that you can filter the main search for that Type by. For example, if you want to be able to search the list of Clients for all clients in a certain Postal District, then the "Search Fields" check box should be ticked for the Postal District line.
  • The "Results Fields" column is reserved for future use. A future release will include the capability to decide which pieces of information should be shown on the search results list.

<-- need to put something in about the Pending Ref/External Search stuff as well -->


File:Cl COP 6.png







Helpheader small.png

Rob Kay - manual author (talk) 16:35, 2 September 2016 (BST)