Difference between revisions of "Transport Sheets"

From Charitylog Manual
Jump to: navigation, search
m (Rob Kay moved page Transport Lists to Transport Sheets)
 
(18 intermediate revisions by 4 users not shown)
Line 1: Line 1:
 
[[File:helpheader_small.png|right]]
 
[[File:helpheader_small.png|right]]
''Location in standard build:'' '''''Club & Clinic Future Meetings tab > buttons on right'''''
 
  
 
+
More information about transport sheets is provided on the [https://wiki.dizions.co.uk/index.php/Clubs,_Clinics_%26_Groups#Print_Transport_Lists Clubs and Clinics Page]
[[File:TL_1.png|border]]
 
 
 
 
 
''Feature is also available:'' '''''[[Clubs and Clinics Wizard]] > "Print Transport Lists" button'''''
 
 
 
[[File:TL_2.png|border]]
 
 
 
 
 
The Transport Lists feature allows you to print out a list, or lists, of all the people who are attending an occurrence of a club/clinic. Each member can have a different transport method set for their membership of each club/clinic, and you can control whether the method that is set will produce a list or not. For configuration of this feature, see [[Transport Methods]].
 
 
 
 
 
__TOC__
 
 
 
 
 
==Configuring the Transport Method for a person's membership of a club/clinic==
 
 
 
If someone is a member of a club/clinic, they will have a [[Club and Clinic Membership|Membership Details]] page for that club/clinic. It can be accessed by clicking a link at the bottom of their Details screen, and also from the "Member Details" tab of the club/clinic in question. Set their transport method on this page.
 
 
 
 
 
==Configuring the methods==
 
 
 
Methods can be added and configured in the [[Transport Methods]] drop-down list.
 
 
 
 
 
==Creating the list==
 
 
 
Click the button from the '''Future Meetings''' tab for a club/clinic.
 
 
 
[[File:TL_1.png|border]]
 
 
 
 
 
If there are members booked onto that occurence that have a transport method which produces a list, the list(s) will now display and can be printed.
 
 
 
[[File:TL_3.png|border]]
 
 
 
 
 
Alternatively, click the button on the Wizard.
 
 
 
[[File:TL_2.png|border]]
 
 
 
 
 
You  can now select:
 
 
 
* Whether to show a column for recording a reminder phone call (present as standard on the non-Wizard transport lists)
 
* Whether to show a column for Notes (present as standard on the non-Wizard transport lists)
 
* Whether to print a separate list for all the occurrences that happen on the day in question, or a combined list for all occurrences
 
 
 
'''Note that the Wizard transport list does not display an emergency contact number for each person.'''
 
 
 
Then click "Print Sheets".
 
 
 
 
 
[[File:TL_4.png|border]]
 
  
  
 
----
 
----
[[File:helpheader_small.png|right]]
 
[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 15:42, 16 November 2015 (GMT)
 

Latest revision as of 10:14, 16 February 2023

Helpheader small.png

More information about transport sheets is provided on the Clubs and Clinics Page