Difference between revisions of "Main Page"

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(Administrator Manual)
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* '''[[Organisations And People (Administrator guide)]]''' - Different types of organisations and people within the Charitylog system.
 
* '''[[Organisations And People (Administrator guide)]]''' - Different types of organisations and people within the Charitylog system.
  
==[[Recording Contacts (Administrator guide)]]==
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* '''[[Recording Contacts (Administrator guide)]]''' - Setting up your Charitylog system so that users can record contacts efficiently and easily.
  
Setting up your Charitylog system so that users can record contacts efficiently and easily.
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* '''[[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.
  
==[[Office Functionality (Administrator guide)]]==
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* '''[[Carer Assignments (Administrator guide)]]''' - Setting up Carer Assignments.
  
Ways that Charitylog helps organisations run on a day-to-day basis, and how to set up these parts of the system.
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* '''[[Volunteers (Administrator guide)]]'''- Setting up the Volunteers framework in Charitylog so that users can assign, manage and report on volunteers.
  
==[[Carer Assignments (Administrator guide)]]==
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* '''[[Clubs And Clinics Module (Administrator guide)]]''' - Setting up the Clubs and Clinics module.
  
Setting up Carer Assignments.
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* '''[[Support Worker Module (Administrator guide)]]''' - Setting up the Support Worker module.
  
==[[Volunteers (Administrator guide)]]==
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* '''[[Handyperson Module (Administrator guide)]]''' - Setting up the Handyperson module.
  
Setting up the Volunteers framework in Charitylog so that users can assign, manage and report on volunteers.
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* '''[[Accounts Module (Administrator guide)]]''' - Setting up the Accounts module.
  
==[[Clubs And Clinics Module (Administrator guide)]]==
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* '''[[Outcomes (Administrator guide)]]''' - Setting up Outcomes and how to use them.
  
Setting up the Clubs and Clinics module.
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* '''[[Reports (Administrator guide)]]''' - Using Charitylog to provide a range of reports on all aspects of your activity.
  
==[[Support Worker Module (Administrator guide)]]==
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* '''[[Add-ons]]''' - Add-on, third party software available to enhance your Charitylog system.
  
Setting up the Support Worker module.
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* '''[[Portals]]''' - Using a Charitylog system that feeds to, and/or takes data from, other linked organisations using Charitylog.
  
==[[Handyperson Module (Administrator guide)]]==
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* '''[[System Setup Guide]]''' - The complete guide to setting up your Charitylog system.
  
Setting up the Handyperson module.
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* '''[[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.
 
 
==[[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.
 
  
  

Revision as of 10:05, 6 December 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.

Quick Start Guides

User Manual

  • Carer Assignments - How to use Charitylog to record carer relationships between people
  • Volunteers - Using Charitylog to assign, manage and report on volunteers

Administrator Manual

Click the headings to read each overview.

  • 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.
  • 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

FAQs

Top Tips

Data Migration Guide

"Details" Screens

Flow Charts


- Rob Kay (site admin)