Difference between revisions of "Non-Attendance Reasons"

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''Location in standard build:'' '''''Clubs and Clinics > Set Up > Non-Attendance Reasons'''''
 
  
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[[File:non_a1.jpg|400px|alt="the charitylog admin menu displays a button for 'non attendance reasons'"]]
  
[[File:NAR_1.png|border]]
 
  
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Non-attendance reasons are used if you need to record why people do not attend, or a session has been cancelled.
  
The list of non-attendance reasons is used if you record non-attendances (and also cancellations) at Clubs and Clinics.
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[[File:non_a2.jpg|700px|alt="a list of non attendance reasons, examples include transport issues, illess, on holiday."]]
  
* Non-Attendances - when someone was confirmed to attend (i.e. was expected to turn up) but didn't
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==Adding a new reason==
* Cancellations - when someone was confirmed to attend but was removed from the confirmed attendees list before the occurrence was completed (i.e. they were booked on at some point, but cancelled beforehand)
 
  
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Click on the "New Reason" button, you will then be presented the following screen;
  
==Adding or editing reasons==
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[[File:non_a3.jpg|700px|alt="the non attendance reason entry page."]]
 
 
Click on the menu item to see the list of reasons on your system, if there are any.
 
 
 
[[File:NAR_2.png|border]]
 
  
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You can now enter:
  
Click on "New Reasons" to add a new reason (or, click on the name of an existing one to edit it).
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* '''Reason name''' (Required.)
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* '''Description''' (Information for administrators on this screen only; this field will not output on reports.)
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* '''Reason Reporting Code''' (Used if you wish to group reasons together by a unified code on a report.)
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* '''Highlight Reason In Report?''' (This option controls whether the reason is highlighted on the report.)
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* '''Display Order''' (If you want the reason to be displayed in a certain order.  See [[Display Order]] for full details.)
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* '''Active Reason?''' (Set this to yes to make available.)
  
[[File:NAR_3.png|border]]
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Click on the "Save Details" button to add the new reason.
  
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==Editing a reason==
  
You can now enter:
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Click on the name of an existing reason to go to the edit screen.  Please note that renaming the reason will change historical reporting.  To switch a reason off, set the active field to no.
  
* '''Reason name'''
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Click on the "Save Details" button to save the changes.
* '''Description''' (for information on this screen only; this field is not output on reports)
 
* '''Reason Reporting Code'''
 
* '''Highlight Reason In Report?''' - this option controls whether the reason is reported on or not.
 
  
[[File:NAR_4.png|border]]
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Latest revision as of 16:41, 9 February 2024

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"the charitylog admin menu displays a button for 'non attendance reasons'"


Non-attendance reasons are used if you need to record why people do not attend, or a session has been cancelled.

"a list of non attendance reasons, examples include transport issues, illess, on holiday."

Adding a new reason

Click on the "New Reason" button, you will then be presented the following screen;

"the non attendance reason entry page."

You can now enter:

  • Reason name (Required.)
  • Description (Information for administrators on this screen only; this field will not output on reports.)
  • Reason Reporting Code (Used if you wish to group reasons together by a unified code on a report.)
  • Highlight Reason In Report? (This option controls whether the reason is highlighted on the report.)
  • Display Order (If you want the reason to be displayed in a certain order. See Display Order for full details.)
  • Active Reason? (Set this to yes to make available.)

Click on the "Save Details" button to add the new reason.

Editing a reason

Click on the name of an existing reason to go to the edit screen. Please note that renaming the reason will change historical reporting. To switch a reason off, set the active field to no.

Click on the "Save Details" button to save the changes.


Helpheader small.png