Difference between revisions of "Operational Rules"
From Charitylog Manual
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Operational Rules is a section of Charitylog containing system-wide settings - i.e. they apply to the whole system, independent of projects. | Operational Rules is a section of Charitylog containing system-wide settings - i.e. they apply to the whole system, independent of projects. | ||
Revision as of 13:28, 19 August 2014
Operational Rules is a section of Charitylog containing system-wide settings - i.e. they apply to the whole system, independent of projects.
Operational Rules are accessed by their own menu item - Administration > Security > Operational Rules.
Client Record Rules
These options set preferences for how the Client Details screens behave. See Client Record Rules.
RaC/New Referrals Rules
These options control what users can do when adding new referrals and recording contacts. See RaC/New Referrals Rules.
Security Rules
These options set security-related rules for the system and give control of password criteria (length, number of numeric characters, etc). See Security Rules.
Miscellaneous Rules
Other settings. See Miscellaneous Rules.
