Difference between revisions of "Groups and Skills"
From Charitylog Manual
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The "Groups & Skills" link, found at the bottom of each Details screen, allows you to put organisations or people into groupings that you have created with the [[Membership/Skills Groups]] feature. | The "Groups & Skills" link, found at the bottom of each Details screen, allows you to put organisations or people into groupings that you have created with the [[Membership/Skills Groups]] feature. | ||
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| + | ==Adding an organisation/person to a grouping== | ||
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| + | Click on the "Groups & Skills" link for that organisation/person (from their Details screen). | ||
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| + | [[File:GAS_1.png|border]] | ||
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| + | You will now see any groupings that they are already in (if there are any). Click "New Group/Skill" to add one. | ||
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| + | [[File:GAS_2.png|border]] | ||
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| + | You can now enter: | ||
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| + | * Start date (defaults to today's date, if this is a new grouping for the org/person) | ||
| + | * End date (not compulsory, but you can fill this in if needed - for someone who is going to volunteer for a set period of time, for example) | ||
| + | * Name - the grouping in question, set up in [[Membership/Skills Groups]] | ||
| + | * Notes | ||
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| + | [[File:GAS_3.png|border]] | ||
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| + | Click "Save Details" when done. You will be returned to the display of that org/person's groupings with the new one added. | ||
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| + | [[File:GAS_4.png|border]] | ||
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| + | ---- | ||
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| + | [[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 12:49, 31 December 2014 (GMT) | ||
Revision as of 12:49, 31 December 2014
Location in standard build: bottom of Organisation/Person Details screen
The "Groups & Skills" link, found at the bottom of each Details screen, allows you to put organisations or people into groupings that you have created with the Membership/Skills Groups feature.
Adding an organisation/person to a grouping
Click on the "Groups & Skills" link for that organisation/person (from their Details screen).
You will now see any groupings that they are already in (if there are any). Click "New Group/Skill" to add one.
You can now enter:
- Start date (defaults to today's date, if this is a new grouping for the org/person)
- End date (not compulsory, but you can fill this in if needed - for someone who is going to volunteer for a set period of time, for example)
- Name - the grouping in question, set up in Membership/Skills Groups
- Notes
Click "Save Details" when done. You will be returned to the display of that org/person's groupings with the new one added.
Rob Kay - manual author (talk) 12:49, 31 December 2014 (GMT)
