Difference between revisions of "Postal District Names"

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''Location in standard build:'' '''''Administration > [[Drop-Down Lists]] > Districts'''''
 
  
The list of Districts is a configurable list which is used on organisation/person records. It is usually used for address data, and used in conjunction with the other address fields. If the area you work in has defined wards, you can use these as your District headings. On the other hand, you may want to categorise people along some other lines - for example, if you work in a city you might use District headings of North, South, East, West and Central, and then use these categories to report on services that have been delivered to people in each area.
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[[File:PD_1.png]]
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Postal Districts are often use for reporting on funding by area. Districts are also used with LSOA data.  If you have a branch system, they are configurable across branches. You can also re-name this field in the [https://wiki.dizions.co.uk/index.php/System_Wide_Terminology#Introduction Terminology] section
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[[File:PDistricts.PNG]]
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==Creating/Editing==
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Click on an existing district to edit it or click the 'Enter New Postal District' button to create a new one.
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You can now enter/edit the following details:
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* Postal District Name
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* [[Display Order]] in the drop down list
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* Active Postal District? - whether this Postal District is to be available for use on the system or not.
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Click the 'Save Details' button to continue.
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==Merging==
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You can merge postal districts together if you wish to reduce your options.  This will also update any record using the selected districts.  To merge follow the steps below;
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# Click on the first district.
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# Click the 'here' link (Click here to Merge Districts)  If you wish to change the details of the record you have selected, this needs to be saved first.
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# Select the Status you wish to merge in the drop down list.
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# Click the 'Merge Data' button.
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# Click 'cancel' to abort the change or 'OK' to continue.  '''This cannot be undone!'''
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[[File:helpheader_small.png|right]]

Latest revision as of 12:25, 15 February 2023

Helpheader small.png


PD 1.png



Postal Districts are often use for reporting on funding by area. Districts are also used with LSOA data. If you have a branch system, they are configurable across branches. You can also re-name this field in the Terminology section

PDistricts.PNG


Creating/Editing

Click on an existing district to edit it or click the 'Enter New Postal District' button to create a new one.

You can now enter/edit the following details:

  • Postal District Name
  • Display Order in the drop down list
  • Active Postal District? - whether this Postal District is to be available for use on the system or not.

Click the 'Save Details' button to continue.

Merging

You can merge postal districts together if you wish to reduce your options. This will also update any record using the selected districts. To merge follow the steps below;

  1. Click on the first district.
  2. Click the 'here' link (Click here to Merge Districts) If you wish to change the details of the record you have selected, this needs to be saved first.
  3. Select the Status you wish to merge in the drop down list.
  4. Click the 'Merge Data' button.
  5. Click 'cancel' to abort the change or 'OK' to continue. This cannot be undone!


Helpheader small.png