Difference between revisions of "Membership and Skills"
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The '''Membership/Skills Groups''' feature lets you create groups which can be applied to organisations and people on the system. When a user places an organisation/person in one of these groups, they can also enter start and end dates, meaning that you can report on skills group activity over a period of time. | The '''Membership/Skills Groups''' feature lets you create groups which can be applied to organisations and people on the system. When a user places an organisation/person in one of these groups, they can also enter start and end dates, meaning that you can report on skills group activity over a period of time. | ||
Revision as of 15:49, 27 April 2015
Location in standard build: Administration > Drop-Down Lists > Membership/Skills Groups
The Membership/Skills Groups feature lets you create groups which can be applied to organisations and people on the system. When a user places an organisation/person in one of these groups, they can also enter start and end dates, meaning that you can report on skills group activity over a period of time.
Groups and Skills are commonly used to show which skills volunteers have (befriending volunteer, gardening helper, volunteer driver, etc).
Creating a new group
Clicking on the menu item will show you the list of groups and skills set up on your system, if there are any. Click on "Enter New Record" to add a new one.
You can now enter:
- The name of the group
- Notes associated (for information only - there is no reporting output for these notes)
- Display Order
- Whether the group is sponsored by a funder or not (this drop-down lists is created from the list of Funders on your system)
- Whether the group is linked to a project or not
- Whether the group is active (available for use) or not
Click "Save Details" when done.
You will be returned to the display of Groups & Skills with the new one added.
Reporting outputs
There is a report specifically for Groups and Skills, the Groups and Skills Report.
Information about an organisation/person's Groups/Skills can also be added to the output of any blue folder lookup.
Rob Kay - manual author (talk) 12:40, 31 December 2014 (GMT)
