Difference between revisions of "Portal/Webforms - Settings"

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(Configuring Portal Settings)
 
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[[File:portal_menu.JPG|alt="portal settings in admin menu"]]
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[[File:portal_menu.JPG|350px|alt="portal settings in admin menu"]]
  
  
 
If your Organisation has a portal (sending/receiving referrals to/from another Charitylog/Crossdata system) you will be able to control the settings here.  The first section will display the organisations which you have a portal to send referrals to.  The second section displays the organisations you receive referrals from.
 
If your Organisation has a portal (sending/receiving referrals to/from another Charitylog/Crossdata system) you will be able to control the settings here.  The first section will display the organisations which you have a portal to send referrals to.  The second section displays the organisations you receive referrals from.
  
===Organisations you send referrals to===
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===Configuring Portal Settings===
  
[[File:Portal_send.PNG]]
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[[File:portal_settings.jpg|900px|alt="portal settings page showing a receiving portal"]]
  
 
The receiver's database name cannot be changed, this is the name of the system you can send to.  Each receiver will need a record setup as an Organisation, which can be found under the Contact Management menu.
 
The receiver's database name cannot be changed, this is the name of the system you can send to.  Each receiver will need a record setup as an Organisation, which can be found under the Contact Management menu.
  
[[File:CM_organisations.PNG]]
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[[File:contactmenu_organisations.jpg|400px|alt="organisations displayed in the contact management menu"]]
  
Using the drop down on the portal setup page select the corresponding organisation record under the Receiver drop down.  You can then click "Edit Available Fields"", and choose the fields you wish to send as part of the referral.  You will need to consider the Data Protection Act, EU General Data Protection Regulations and a data sharing policy.
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Select 'Edit' on the portal setup page, then select the corresponding organisation record under the External Referrer drop down.  
  
On the fields selection page, simply select the additional fields you wish to include.  You will see that some ticked options cannot be edited, these are required for the portal.  When finished, click "Save Details".
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[[File:portal_org.jpg|400px|alt="a drop down list of organisations to link to the portal"]]
  
===Organisations you receive referrals from===
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Below you will find a list of fields available for sending information via the portal. You will see that some ticked options cannot be edited, these are required for the portal. Select 'Save and Edit Field Mappings' to map your selectable options. Options that use the same wording as the linked system will be matched automatically.
  
Under this section you will find the details of other systems that have been configured to send you referrals.
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[[File:Portal_mappings.jpg|600px|alt="list of location fields being mapped to the fields of the linked database"]]
  
[[File:Portal_receive.PNG]]
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You will need to consider the Data Protection Act, EU General Data Protection Regulations and a data sharing policy.
 
 
You are presented with a series of buttons, of which some are only used by specific older portals. The following two buttons are used here to map the senders fields to your fileds;
 
Linked Ethnic
 
Linked Disability
 
 
   
 
   
 
The following buttons are no longer used as part of mapping, as the receiving user will choose these on receiving the referral.
 
The following buttons are no longer used as part of mapping, as the receiving user will choose these on receiving the referral.
  Linked Enquiry Prefixes (Classification Codes)
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  Linked Classification Codes
 
  Linked Projects
 
  Linked Projects
 
  Linked Outcomes
 
  Linked Outcomes
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  Linked Consent Rules.
 
  Linked Consent Rules.
  
When you select the linked button, you will be displayed a list of fields from the sending organisation.  Simply select the matching option from your database.  You will find that these have been done automatically (if exact text match) or by the sender.  Once finished click save details.
 
 
[[File:Portal_ethnic.PNG]]
 
  
 
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[[File:helpheader_small.png|right]]
 
[[File:helpheader_small.png|right]]

Latest revision as of 10:01, 6 February 2024

Helpheader small.png


"portal settings in admin menu"


If your Organisation has a portal (sending/receiving referrals to/from another Charitylog/Crossdata system) you will be able to control the settings here. The first section will display the organisations which you have a portal to send referrals to. The second section displays the organisations you receive referrals from.

Configuring Portal Settings

"portal settings page showing a receiving portal"

The receiver's database name cannot be changed, this is the name of the system you can send to. Each receiver will need a record setup as an Organisation, which can be found under the Contact Management menu.

"organisations displayed in the contact management menu"

Select 'Edit' on the portal setup page, then select the corresponding organisation record under the External Referrer drop down.

"a drop down list of organisations to link to the portal"

Below you will find a list of fields available for sending information via the portal. You will see that some ticked options cannot be edited, these are required for the portal. Select 'Save and Edit Field Mappings' to map your selectable options. Options that use the same wording as the linked system will be matched automatically.

"list of location fields being mapped to the fields of the linked database"

You will need to consider the Data Protection Act, EU General Data Protection Regulations and a data sharing policy.

The following buttons are no longer used as part of mapping, as the receiving user will choose these on receiving the referral.

Linked Classification Codes
Linked Projects
Linked Outcomes
Linked Contact Types
Linked Benefits
Linked Methods
Linked Organisations
Linked Consent Rules.



Helpheader small.png