System Setup Guide

This document is essentially a walkthrough of the Administration menu, which contains almost all of the settings, properties etc which you need to administer your whole Charitylog system. As such, this is a long document and at times it's quite involved, so don't panic if not all of it makes sense straight away!

If you haven't already done so, it is strongly recommended that administrators read the Introduction to Charitylog for Administrators and the Quick Start Guide for Administrators before this one.

Accessing the Administration section

Clearly, to set up your system you are going to need access to the Administration menu. It is at the bottom of the main menu which appears in almost every Charitylog screen. If you can't see it, it is because you do not belong to a user group which is granted access. You need to contact one of your system administrators and request to be moved to one of the relevant User Groups.

Standard Document Setup

Publication Setup

Standard Letter Templates

Standard Letter Types

Upload Settings

Drop-Down Lists

Accomodation Types

Age Ranges

Benefits

Categories of Need

Client Personal Options

Communication Methods

Contact Types

Courses & Qualifications

Data Dictionary Fields

Disabilities

Districts

Ethnic Origins

Funded Work Options

IMCA Drop Down Lists

Living Arrangements

Marital Status

Membership/Skills Groups

Organisation and People Categories

Referral Sources

Relationships

Religions

Service User Groups

Sexual Orientations

Status

Termination Reasons

Town Lookup Edit

Transport Methods

Projects and Referral Entries

Project Set Up

Project Subcategories

Referral Templates

Security

Integrated Add-on Software

eziTracker Settings

Postcode Anywhere Settings

Text Anywhere Settings