Difference between revisions of "Non-Attendance Reasons"

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[[File:helpheader_small.png|right]]
 
[[File:helpheader_small.png|right]]
  
[[File:NAReasons.PNG|border]]
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[[File:non_a1.jpg|400px|alt="the charitylog admin menu displays a button for 'non attendance reasons'"]]
  
  
Non-attendance reasons are used if you need record why people do not attend, or a session has been cancelled.
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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.
  
[[File:NAR_2.png|border]]
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[[File:non_a2.jpg|700px|alt="a list of non attendance reasons, examples include transport issues, illess, on holiday."]]
  
 
==Adding a new reason==
 
==Adding a new reason==
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Click on the "New Reason" button, you will then be presented the following screen;
 
Click on the "New Reason" button, you will then be presented the following screen;
  
[[File:NAR_new.PNG]]
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[[File:non_a3.jpg|700px|alt="the non attendance reason entry page."]]
  
 
You can now enter:
 
You can now enter:
  
 
* '''Reason name''' (Required.)
 
* '''Reason name''' (Required.)
* '''Description''' (Information for administrators on this screen only; this field is not output on reports.)
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* '''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.)
 
* '''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.)
 
* '''Highlight Reason In Report?''' (This option controls whether the reason is highlighted on the report.)
* '''Display Order''' (If you want the reason to be display in a certain order.  See [[Display Order]] for full details.)
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* '''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.)
 
* '''Active Reason?''' (Set this to yes to make available.)
  
 
Click on the "Save Details" button to add the new reason.
 
Click on the "Save Details" button to add the new reason.
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==Editing a reason==
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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.
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Click on the "Save Details" button to save the changes.
  
 
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[[Category:Configuration]]
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[[File:helpheader_small.png|right]]

Latest revision as of 16:41, 9 February 2024

Helpheader small.png

"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