Operational Rules

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 > General Settings > Operational Rules.

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.

Password Rules

These options set controls for user passwords. See Password Rules.

Miscellaneous Rules

Other settings. See Miscellaneous Rules.

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Rob Kay - manual author (talk) 14:26, 8 August 2016 (BST)