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Create the page "Project Details - General Details Tab" on this wiki! See also the search results found.

• Managing Volunteers
  ...Volunteers|Volunteer record]] which we will look at configuring. For full details of Records please see [[Organisations and People]] * '''General Details''' - This would usually have the main contact details for the volunteer, address, telephone numbers and email address.
  8 KB (1,360 words) - 11:36, 31 October 2022
• Invoicing for Clubs & Clinics
  ...rtment codes to the activity. When specifying who pays, you will see a drop-down list of the Funders who have accounts codes set up on your system. When ===General Charge Rates===
  11 KB (1,987 words) - 17:33, 2 February 2024
• GDPR Guidance
  ...s what data is held about them you must provide a copy of it. On the GDPR tab you will find the ability to export a portable record (see [[GDPR Changes]] ...s you to remove their data you must do this (within 28 days). On the GDPR tab you will find the 'Forget me feature' (see [[GDPR Changes]])
  14 KB (2,249 words) - 13:11, 9 February 2024
• Users
  ...users record, including changing the users password. Personal tab access, project access and branch access are the main access options that are only controll ==General Details Tab==
  20 KB (3,562 words) - 09:18, 17 April 2024
• Roster Workers
  ...for organisations/people). It can be found by clicking the "Roster Worker Details" menu item. ...g on your system terminology) has a series of tabs, much like the [[Client Details Screen]], except that it displays some information which is specific to Sup
  5 KB (766 words) - 15:52, 29 April 2024
• Termination Screen
  =Terminating from a project= ...eport on referrals seeing the termination reason as this is connected to a project record and is not related to the referral. If this is required per referral
  4 KB (636 words) - 15:30, 26 February 2020
• Managing and working with Funders
  ...ork flow required for the process. This guide is going to look at using a project and templates to record the tender. ...Below is some screen shots as examples for the set up of each page for the project.
  4 KB (749 words) - 11:56, 1 May 2024
• Vickys preview
  =Set-up= * List of current Clubs/Clinic/Groups (with summary details).
  44 KB (7,387 words) - 14:47, 9 November 2021

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