Difference between revisions of "Living Arrangements"

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''Location in standard build:'' '''''Administration > [[Drop-Down Lists]] > Living Arrangements'''''
 
  
The drop-down list of Living Arrangements is used to capture information about organisations/people (usually people) on Charitylog.
 
  
[[File:LA_1.png|border]]
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[[File:livinga_1.jpg|400px|alt="a screenshot of living arrangements in the admin  menu"]]
  
  
__TOC__
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The drop-down list of Living Arrangements is used to capture information about people on the system.  Example;
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Live Alone
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With Partner/Spouse
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With family
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No fixed abode
  
  
==Setting up Living Arrangements==
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[[File:livinga_2.jpg|700px|alt="a screenshot of the list of living arrangements from Charitylog"]]
  
Click on the menu item to see the list of Living Arrangements already set up on the system, if there are any. Click on "New Arrangement" to create a new one, or click on the name of an existing Living Arrangement to edit it.
 
  
[[File:LA_2.png|border]]
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To create a new Living Arrangement click the 'New Arrangement' button, or click the name of an existing Arrangement to edit it.
  
 
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* Name - Description of arrangement, 'Lives Alone'.
You can now enter:
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* Description (for information on this screen only; this is not displayed any where else on the system).
 
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* [[Display Order]] - The order the list will be displayed in the dropdown list.
* Name
 
* Description (for information on this screen only; this is not displayed on any reporting output)
 
* [[Display Order]]
 
 
* Active Living Arrangement? - whether this option is available for use on the system or not
 
* Active Living Arrangement? - whether this option is available for use on the system or not
  
Click "Save Details" when done.
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Click "Save Details" to submit any changes.
 
 
 
 
[[File:LA_3.png|border]]
 
 
 
 
 
==Number of usages==
 
 
 
On the screen displaying the Living Arrangements set up on the system, there is a column showing "Number of Orgs/People Usages".
 
 
 
[[File:LA_4.png|border]]
 
 
 
 
 
Clicking on any number in this column (as long as it is not zero) will show all of the people on the system that have that Ethnic Origin set on their record.
 
 
 
[[File:LA_5.png|border]]
 
 
 
 
 
==Examples of use==
 
 
 
The drop-down list of living arrangements is used:
 
 
 
* On any organisation/person's Details screen, for example [[Client Details]], subject to the field being turned on in [[Customisable Tab Settings]]
 
 
 
 
 
==Reporting outputs==
 
 
 
Data entered using this drop-down list is available:
 
 
 
* In Data Extractions, both as selection criteria and as data to be displayed on an output spreadsheet
 
* In the KPI Report Designer as a filter (for example, the "Number of Clients Accessing Service By Living Arrangement" report)
 
 
 
  
 
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[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 16:30, 27 April 2015 (BST)
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Latest revision as of 16:11, 8 February 2024

Helpheader small.png


"a screenshot of living arrangements in the admin  menu"


The drop-down list of Living Arrangements is used to capture information about people on the system. Example;

Live Alone
With Partner/Spouse
With family
No fixed abode


"a screenshot of the list of living arrangements from Charitylog"


To create a new Living Arrangement click the 'New Arrangement' button, or click the name of an existing Arrangement to edit it.

  • Name - Description of arrangement, 'Lives Alone'.
  • Description (for information on this screen only; this is not displayed any where else on the system).
  • Display Order - The order the list will be displayed in the dropdown list.
  • Active Living Arrangement? - whether this option is available for use on the system or not

Click "Save Details" to submit any changes.


Helpheader small.png