Difference between revisions of "Membership and Skills"

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#REDIRECT [[Groups & Skills]]
''Location in standard build:'' '''''Administration > [[Drop-Down Lists]] > Membership/Skills Groups'''''
 
 
 
 
 
[[File:MSG_1.png|border]]
 
 
 
 
 
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).
 
 
 
 
 
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==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.
 
 
 
[[File:MSG_2.png|790px|border]]
 
 
 
 
 
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.
 
 
 
[[File:MSG_3.png|border]]
 
 
 
 
 
You will be returned to the display of Groups & Skills with the new one added.
 
 
 
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==Examples of use==
 
 
 
* People (or organisations) on the system can be put into any groupings created here using the [[Groups and Skills]] feature.
 
* Once people are in these groupings, their groups/skills will display if they are assigned to clients - e.g. if the user is assigning a volunteer to someone.
 
* If Support Workers are in these groupings, they can be used to filter the available Support Workers when assigning them for work on a client's Support Plan.
 
 
 
 
 
==Reporting outputs==
 
 
 
Data entered against the groupings you set up here is available:
 
 
 
* On the [[Groups and Skills Report]].
 
* On the Blue Folder Lookup screen - add "Groups and Skills" in the "Add Org/People-linked Records" section.
 
 
 
 
 
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[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 12:40, 31 December 2014 (GMT)
 

Latest revision as of 13:30, 6 March 2018

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