Difference between revisions of "Operational Rules"

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===Client Record Rules===
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===Org/Person Record Rules===
  
These options set preferences for how the Client Details screens behave. See [[Client Record Rules]].
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These options set preferences for how Details screens behave. See [[Org/Person Record Rules]].
  
 
===RaC/New Referrals Rules===
 
===RaC/New Referrals Rules===

Revision as of 10:20, 8 August 2016

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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 are accessed by their own menu item - Administration > Security > Operational Rules.


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Org/Person Record Rules

These options set preferences for how Details screens behave. See Org/Person 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.