Difference between revisions of "Terminology"

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As of version 852, it is possible to change the terminology that is used for referrals. You can choose the single and plural use of the word, which will be applied across the entire system. For more information on this, [https://wiki.charitylog.co.uk/index.php?title=System_Wide_Terminology click here]
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It is possible to change the terminology that is used for referrals. You can choose the single and plural use of the word, which will be applied across the entire system. For more information on this, see the below webinar:
  
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{{#ev:youtube|NLg0HaLD9Cg|790}}
  
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[[File:R_term_2.PNG]]
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== System Wide Terminology ==
  
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[[File:systemtermmain.png]]
  
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Some exceptions to this rule are External referrals, Portal referrals, and the Case Manager, which do not change.
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You can re-name Referrals, Project and Classification Codes.
  
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'''February Update.'''
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== Standard Fields ==
  
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As of version 902, it is possible to change the system-wide terminology that is used for standard fields. This can be found via the Admin Menu (cog) > General Settings > Terminology.
 
  
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It is possible to change the system-wide terminology that is used for standard fields. This can be found via the Admin Menu (cog) > General Settings > Terminology.
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[[File:standard_fields.PNG|1050px]]
  
  
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'''Notes''' – This column provides you a brief overview of the function of the relevant fields. Where a field displays notes, it would be advisable not to repurpose the corresponding field entirely as it may link to another part of the system.
 
'''Notes''' – This column provides you a brief overview of the function of the relevant fields. Where a field displays notes, it would be advisable not to repurpose the corresponding field entirely as it may link to another part of the system.
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If you have previously used the alternate field name column under “edit rules” in Customise Orgs & People to re purpose standard fields, these labels will be carried across to the system wide terminology. Please call the support team on 0333 222 5957 if you need support with any reconfiguration.
 

Latest revision as of 12:15, 6 October 2023

R term 1.png


It is possible to change the terminology that is used for referrals. You can choose the single and plural use of the word, which will be applied across the entire system. For more information on this, see the below webinar:

System Wide Terminology

Systemtermmain.png

You can re-name Referrals, Project and Classification Codes.

Standard Fields

It is possible to change the system-wide terminology that is used for standard fields. This can be found via the Admin Menu (cog) > General Settings > Terminology.

Standard fields.PNG


On the Standard Fields tab, you will see a list of predefined fields available to your system under Customise Orgs & People. Under the System Name column, you can now input a new system wide field name.


Please note fields that are greyed out are currently not available to be changed due to their functionality.

Tip: if you hover your mouse over the field label, a text box will tell you where this links in with other parts of the system.


Field Name column – This is where you can input the new name for the field.


Original Name – This will tell you the original name of the field.


Notes – This column provides you a brief overview of the function of the relevant fields. Where a field displays notes, it would be advisable not to repurpose the corresponding field entirely as it may link to another part of the system.

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