Difference between revisions of "Favourites"

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If your organisation lends or rents equipment, Charitylog has a useful feature which allows you to assign it to people and track who has which piece of equipment.
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The Favourites system is a configurable dashboard which is specific to each User. Above the main menu on the left hand side of the page is a star icon:
  
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First, you need to set up the equipment using the '''Administration > Equipment''' menu item. You may not have access to the Administration menu; if not, speak to your in-house administrators.
 
  
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Once the equipment is set up on your system, use the "Equipment" link at the bottom of a Client Details screen to access the Equipment History page for that client;
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[[File:Office_fav_1.png|border]]
  
  
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[[File:Office_Eq_1.png|border]]
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Clicking this star icon will take you to your Favourites page. To start with, your Favourites page will only have two entries, as shown.
  
  
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You can use the "Enter New Item" link to assign an item of equipment to this client.
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[[File:Office_fav_2.png|border]]
  
  
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[[File:Office_Eq_2.png|border]]
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Other pages in Charitylog will have a star icon with a "+" sign next to it - this can be used to add the page to your Favourites. Click the icon...
  
  
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Once the item is assigned, together with the relevant dates, it will be displayed on the Equipment History page. Once returned, you can update the assignment with the return date and any notes if needed.
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[[File:Office_fav_3.png|border]]
  
  
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[[File:Office_Eq_3.png|border]]
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...this will return you to your Favourites page with the new item added.
  
  
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To see which equipment is allocated, you can use the [[Reporting and Outcomes#Equipment Allocations|Equipment Allocations report]].
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[[File:Office_fav_4.png|border]]
  
  
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[[File:RAO_5.png|border]]
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Clicking on the "Manage Favourites" link will take you to a page where you can change the colour of certain options and also delete items from your Favourites page. Clicking the "star with tick" icon (which replaces the "Add Favourite" icon on pages which are already in your Favourites) will take you here too.
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[[File:Office_fav_5.png|border]]
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You can configure your own dashboard with all of your most commonly-used options.
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[[File:Office_fav_6.png|border]]

Revision as of 15:03, 24 January 2014

Helpheader small.png

The Favourites system is a configurable dashboard which is specific to each User. Above the main menu on the left hand side of the page is a star icon:


File:Office fav 1.png


Clicking this star icon will take you to your Favourites page. To start with, your Favourites page will only have two entries, as shown.


File:Office fav 2.png


Other pages in Charitylog will have a star icon with a "+" sign next to it - this can be used to add the page to your Favourites. Click the icon...


File:Office fav 3.png


...this will return you to your Favourites page with the new item added.


File:Office fav 4.png


Clicking on the "Manage Favourites" link will take you to a page where you can change the colour of certain options and also delete items from your Favourites page. Clicking the "star with tick" icon (which replaces the "Add Favourite" icon on pages which are already in your Favourites) will take you here too.


File:Office fav 5.png


You can configure your own dashboard with all of your most commonly-used options.


File:Office fav 6.png

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