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Revision as of 11:20, 29 November 2012
Welcome to the Charitylog manual.
The links below will take you to an overview chapter for each section. From there, you can find more detailed pages on specific parts of the system as necessary. Blue links are articles - click on the link to read more about that subject.
If you know the subject you are looking for, you can use the search box, which appears at the top right of every page on this system.
Can't find what you need? Call Charitylog support on 01989 763 691, or email support@charitylog.co.uk.
Contents
- 1 Quick Start Guides
- 2 User Manual
- 3 Administrator Manual
- 3.1 Introduction to Charitylog for Administrators
- 3.2 Organisations And People (Administrator guide)
- 3.3 Recording Contacts (Administrator guide)
- 3.4 Office Functionality (Administrator guide)
- 3.5 Carer Assignments (Administrator guide)
- 3.6 Volunteers (Administrator guide)
- 3.7 Clubs And Clinics Module (Administrator guide)
- 3.8 Support Worker Module (Administrator guide)
- 3.9 Handyperson Module (Administrator guide)
- 3.10 Accounts Module (Administrator guide)
- 3.11 Outcomes (Administrator guide)
- 3.12 Reports (Administrator guide)
- 3.13 Add-ons
- 3.14 Portals
- 3.15 System Setup Guide
- 3.16 User Access Management
- 4 Other content
Quick Start Guides
Quick Start Guide for Administrators
Quick Start Guide for Chief Executives
User Manual
Overview Chapters (which contain links to all other help content) - click the headings to read each overview chapter
Introduction To Charitylog - A quick tour of the Charitylog system.
Office Functionality - How Charitylog helps staff with office work.
'''Organisations And People'''
Different types of organisations and people found within the Charitylog system.
Recording Contacts
Using Charitylog to record contacts with clients.
Carer Assignments
How to use Charitylog to record carer relationships between people.
Volunteers
Using Charitylog to assign, manage and report on volunteers.
Clubs And Clinics Module
How to use the Clubs And Clinics module to manage client attendances at all sorts of activities.
Support Worker Module
How to set up and run the Support Worker module on your Charitylog system.
Handyperson Module
How to use the Handyperson module to manage handypersons' work on your Charitylog system.
Reporting and Outcomes
How Charitylog can help you generate quick, easy, thorough reports with no paper shuffling.
Administrator Manual
Overviews (which contain links to all other help content) - click the headings to read each overview
Introduction to Charitylog for Administrators
How Charitylog works, and what it means to be an Administrator.
Organisations And People (Administrator guide)
Different types of organisations and people within the Charitylog system.
Recording Contacts (Administrator guide)
Setting up your Charitylog system so that users can record contacts efficiently and easily.
Office Functionality (Administrator guide)
Ways that Charitylog helps organisations run on a day-to-day basis, and how to set up these parts of the system.
Carer Assignments (Administrator guide)
Setting up Carer Assignments.
Volunteers (Administrator guide)
Setting up the Volunteers framework in Charitylog so that users can assign, manage and report on volunteers.
Clubs And Clinics Module (Administrator guide)
Setting up the Clubs and Clinics module.
Support Worker Module (Administrator guide)
Setting up the Support Worker module.
Handyperson Module (Administrator guide)
Setting up the Handyperson module.
Accounts Module (Administrator guide)
Setting up the Accounts module.
Outcomes (Administrator guide)
Setting up Outcomes and how to use them.
Reports (Administrator guide)
Using Charitylog to provide a range of reports on all aspects of your activity.
Add-ons
Add-on, third party software available to enhance your Charitylog system
Portals
Using a Charitylog system that feeds to, and/or takes data from, other linked organisations using Charitylog.
System Setup Guide
The complete guide to setting up your Charitylog system.
User Access Management
How to use the various access control measures in Charitylog to stay in control of who can use what on the system.
Other content
- Rob Kay (site admin)
