Difference between revisions of "Disabilities"

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(Merging Disabilities)
 
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''Location in standard build:'' '''''Administration > [[Drop-Down Lists]] > Disabilities'''''
 
''Location in standard build:'' '''''Administration > [[Drop-Down Lists]] > Disabilities'''''
  
[[File:Dis_1.png|border]]
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[[File:Dis_1.jpg|400px|alt="disabilities button in charitylog admin menu"|border]]
  
  
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Click on the menu item. This will show you the list of Disabilities that are currently set up on the system.
 
Click on the menu item. This will show you the list of Disabilities that are currently set up on the system.
  
[[File:Dis_2.png|border]]
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[[File:Dis_2.jpg|700px|alt="a list of disabilities from Charitylog"|border]]
  
  
 
Click on "Enter New Disability" to add a new entry to the list, or click on the name of an existing one to edit it.
 
Click on "Enter New Disability" to add a new entry to the list, or click on the name of an existing one to edit it.
 
[[File:Dis_3.png|border]]
 
 
  
 
You can now enter/edit the following details:
 
You can now enter/edit the following details:
  
 
* Disability Name
 
* Disability Name
* Notes (for information on this screen only; these are not displayed on reporting outputs, nor are they carried into any entries of [[Disabilities for...}disabilities for orgs/people]])
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* Notes (for information on this screen only; these are not displayed on reporting outputs, nor are they carried into any entries)
 
* [[Display Order]]
 
* [[Display Order]]
 
* Active Disability? - whether this Disability is available for use on the system or not
 
* Active Disability? - whether this Disability is available for use on the system or not
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Click "Save Details" when done.
 
Click "Save Details" when done.
  
[[File:Dis_4.png|border]]
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[[File:Dis_4.jpg|700px|alt="the data entry page to create a new disability for the drop down list in Charitylog"]]
 
 
  
 
==Merging Disabilities==
 
==Merging Disabilities==
  
When viewing a Disability, there is a link to "Merge Disabilities" (if you have the correct Group Access permissions).
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When viewing an existing Disability, there is a button to "Merge Disabilities" (if you have the correct Group Access permissions) which merges another disability. The records linked to the merged disability will be updated automatically.
 
 
[[File:Dis_5.png|border]]
 
 
 
  
Clicking this link will allow you to merge another entry in the list with the one you are currently viewing.
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[[File:Dis_5.jpg|400px|alt="merge disabilities button"|border]]
  
For example, if you have separate categories of "Stroke" and "Aphasia", and you want to merge them into one called "Stroke and Aphasia";
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Select the first item.
  
====Start with the one you wish to keep====
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Click on the link to merge.
  
Click on "Stroke";
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From the drop down select the second item you wish to merge.
  
[[File:Dis_6.png|border]]
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[[File:Disabilities_merge.jpg|600px|alt="a list of available disability options to merge with the existing one"]]
  
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Click the "Merge Data" Button.
  
Then, on the next page, click "Merge Disability".
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[[File:Disabilities_warning.jpg|500px|alt="a warning to notify users they're about to merge disabilities, which is irreversible."]]
  
[[File:Dis_7.png|border]]
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After reading the above warning click 'OK' to perform the merge or 'Cancel' to go back. This process cannot be undone.
 
 
 
 
You will be taken to a screen where you can pick the other disability category to be merged into this one. Select "Aphasia" and then click "Merge Data".
 
 
 
[[File:Dis_8.png|border]]
 
 
 
 
 
Now a final warning - click "OK";
 
 
 
[[File:Dis_9.png|border]]
 
 
 
 
 
You will be returned to the list of disabilities. The merged category has been removed and the category you kept remains. Any orgs/people who had the merged category selected on their records will have had their records updated so that they now have the category that you kept selected on their records instead.
 
 
 
Finally, you may wish to change the name of the category you kept by clicking on it;
 
 
 
[[File:Dis_6.png|border]]
 
 
 
 
 
[[File:Dis_10.png|border]]
 
  
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You can then change the name if required, the data has already been merged, click 'Save Details' to update the name change.
  
 
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[[File:helpheader_small.png|right]]
[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 10:27, 27 April 2015 (BST)
 

Latest revision as of 13:13, 6 February 2024

Helpheader small.png

Location in standard build: Administration > Drop-Down Lists > Disabilities


"disabilities button in charitylog admin menu"


The Disabilities drop-down list is used to populate lists of disabilities that orgs/people on the system may have.



Examples of use

  • When users fill in a main disability for a person, for example on the Client Details screen, this list governs the options they have.
  • If a person has more than one disability, this can be stored in the Disabilities for... section using the options created in this list.


The list of disabilities

The list of disabilities is usually set up as part of pre-implementation, so it's rare that you will need to configure a Disabilities list from scratch. However, as with any other Drop-Down List, they can be edited or changed over time.

Click on the menu item. This will show you the list of Disabilities that are currently set up on the system.

"a list of disabilities from Charitylog"


Click on "Enter New Disability" to add a new entry to the list, or click on the name of an existing one to edit it.

You can now enter/edit the following details:

  • Disability Name
  • Notes (for information on this screen only; these are not displayed on reporting outputs, nor are they carried into any entries)
  • Display Order
  • Active Disability? - whether this Disability is available for use on the system or not

Click "Save Details" when done.

"the data entry page to create a new disability for the drop down list in Charitylog"

Merging Disabilities

When viewing an existing Disability, there is a button to "Merge Disabilities" (if you have the correct Group Access permissions) which merges another disability. The records linked to the merged disability will be updated automatically.

"merge disabilities button"

Select the first item.

Click on the link to merge.

From the drop down select the second item you wish to merge.

"a list of available disability options to merge with the existing one"

Click the "Merge Data" Button.

"a warning to notify users they're about to merge disabilities, which is irreversible."

After reading the above warning click 'OK' to perform the merge or 'Cancel' to go back. This process cannot be undone.

You can then change the name if required, the data has already been merged, click 'Save Details' to update the name change.


Helpheader small.png