Revision as of 09:06, 6 June 2018

Notices

We are receiving a high level of calls in relation to the new GDPR consent for external referrals

Please see Managing Consent for External Referrals for full details on this feature.]

We have published some guidance on GDPR

Please use link under User Guides on the left or click Here.

Due to email providers increasing SPAM protection we recommend that you use you own email server. If you use Charitylog to send email on your behalf (relay/spoofing) there is a high chance that this will be marked as SPAM or simply rejected (giving you a message send failure).

Please go to Email Settings to update your settings

Welcome to the system manual

The manual is a full guide to get the best out of your system and it's Modules. In this manual you will find help topics on each page of the system and a range of 'How to Guides'.

In addition to our online manual, we have numerous webinars available in the Help Centre.

The main menu on the left will take you around the manual to access all topics.

Screen Layout

The system is split up into various sections.

File:Main screen.PNG

Section 1

File:Main 1.PNG

This section displays your organisation's name and logo. To update these detail see Organisation Details.

Section 2

File:Main 2.PNG

In this section you will find;

• Username - Click on your user name to change your settings and password.
• Branch (Requires Branch Module) - Displays the name of the current branch you are logged in to. To change branch click on the current branch displayed and select the branch you wish to change to.
• Inactivity Timer - This clock counts down showing how long the current session has left before you are logged out. The timer will reset when the page changes, normally by navigating to a new page or saving information on that page. Please note that 'pop up' boxes and screens will not refresh the timer. You can click on the timer to manually reset the clock. If you use multiple tabs each tab will have it's own count down timer, it's important to make sure a tab does not time out. Administrator can reduce the inactivity timer in Operational Rules.

Section 3

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This section is the main navigation menu of the system and includes:

• Log out button - Clicking on the logout page will give you a prompt to log out.
• System Menus - The system menus will show you the available parts of the system that you can use. These menus are controlled by Group Access, security groups that define what you can do on the system. These groups are controlled by your system administrators.
• Menu Search tool - The search tool will search all of the menus to find the keyword entered. This is a quick way of navigating around the system.
• Admin Menu (System cog) - The Admin Menu contains the set up pages of the system. Most items in the Setup Menu are only accessible by administrators.

Section 4 - The Sidebar Menu

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The sidebar menu displays;

• Home Page button - To change your home page click on your name in section 2.
• View Dashboard - Real time dashboard powered by the Analytics Report
• Alerts (Requires Roster Module with Alerts) - Flashes if alerts are detected, clicking the bell allows you to access the alerts centre.
• Comms Centre - Displays a phone that flashes when text messages have been received (requires a TextAnywhere account).
• The Manual - Takes you to the manual.
• The Help Centre - Tools and Webinars
• Page Info - A useful tool for administrators displaying access checks. This item will also display Access Keys.

Section 5

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This section displays the contact of the page that you are on. At the top of the section will be the page header, so you know where you are and the remain space will be the content of the page.

Getting started with Charitylog

• Quick Start Guide for Users

• Quick Start Guide for Administrators

• Quick Start Guide for Chief Executives

Using the system

• Organisations And People - How Charitylog stores information about Organisations and People that you work with

• Recording Contacts - Recording interactions with people using Charitylog

• Volunteer Job Card Assignments - Using Charitylog to assign one person to another - usually used with volunteers.

• Clubs And Clinics Module - Using the Clubs and Clinics module to manage attendances at all sorts of activities

• Support Worker Module - setting up and running the Support Worker module

• Handyperson Module - Setting up and running the Handyperson module

• Outcomes - different types of Outcomes you may need to fill in on your Charitylog system

• Reports - Using Charitylog's reports to get information about your organisation's activity.

• Tables (Excel) - interpreting spreadsheets using Pivot Tables in Microsoft Excel

Configuring Charitylog

Click the headings to read each overview.

• Projects (Administrator guide) - How to use Projects.

• 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.

• Extension Database Setup - Setting up Extension Databases to extend the functionality of your Charitylog system.

• Assessments (Administrator guide)] - How to set up and use Assessment Forms.

• 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.

• 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

Glossary

FAQs

Data Migration Guide

Web Referral Forms