Difference between revisions of "Webinars"

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(→‎Extension Databases)
(→‎Customise Orgs & People)
 
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|'''Changes to Make GDPR easier Part 1'''
 
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|'''Changes to Make GDPR easier Part 2'''
 
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|{{#ev:youtube|wESUoQERRL8|400}}
 
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|{{#ev:youtube|z0BEyuiZXIo|400}}
 
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{| class="wikitable"
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|'''GDPR Settings'''
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|'''[https://www.youtube.com/watch?v=uNqiwDLj_Lc GDPR Settings]'''
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|'''Consent Rules'''
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|'''[https://www.youtube.com/watch?v=Hij2xFtGjT4 Consent Rules]'''
 
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|{{#ev:youtube|uNqiwDLj_Lc|400}}
 
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|{{#ev:youtube|Hij2xFtGjT4|400}}
 
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|'''Cleanse/Anonymise Records'''
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|'''[https://www.youtube.com/watch?v=iPnmLklmqcw Cleanse/Anonymise Records]'''
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|'''Consent Report'''
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|'''[https://www.youtube.com/watch?v=f3al1INJmsk Consent Report''']
 
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|{{#ev:youtube|iPnmLklmqcw|400}}
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|{{#ev:youtube|f3al1INJmsk|400}}
 
 
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|'''Collaborative Reporting'''
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|'''[https://www.youtube.com/watch?time_continue=9&v=Upw2NKJbc0o&feature=emb_logo Collaborative Reporting]'''
 
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|{{#ev:youtube|Upw2NKJbc0o|400}}
 
 
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|'''Pivot Tables'''
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|'''[https://www.youtube.com/watch?v=bhKO0DH8_Ac Pivot Tables]'''
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|'''Advanced Reporting with Pivot Charts'''
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|'''[https://www.youtube.com/watch?v=ayHoMFRCbbc Advanced Reporting with Pivot Charts]'''
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|'''VLOOKUPS'''
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|'''[https://www.youtube.com/watch?v=W8bLX7DmYmo VLOOKUPS]'''
 
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|{{#ev:youtube|bhKO0DH8_Ac|400}}
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|{{#ev:youtube|ayHoMFRCbbc|400}}
 
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|{{#ev:youtube|W8bLX7DmYmo|400}}
 
 
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|'''Clubs and Clinics Setup'''
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|'''[https://wiki.dizions.co.uk/index.php/Clubs,_Clinics_%26_Groups Clubs and Clinics Setup]'''
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|'''Adding Members'''
 
 
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|{{#ev:youtube|ilfAc1maz9U|400}}
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|{{#ev:youtube|gtUbCrI1x5s|400}}
 
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|'''Club and Clinic Monitoring'''
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|'''[https://wiki.dizions.co.uk/index.php/Clinic_Monitoring Club and Clinic Monitoring]'''
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|'''Alternative Method for Group Attendance'''
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|'''[https://www.youtube.com/watch?v=OqKbXGaLF4A Alternative Method for Group Attendance]'''
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|{{#ev:youtube|OMLgZbVHFOM|400}}
 
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|{{#ev:youtube|OqKbXGaLF4A|400}}
 
 
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|'''Benefits Module'''
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|'''[https://wiki.dizions.co.uk/index.php/Benefit_Descriptions Benefits Module]'''
 
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|{{#ev:youtube|Y41jKP8oIAQ|400}}
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=Classification Codes=
 
=Classification Codes=
  
 
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{| class="wikitable"
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|'''Creating Classification Codes'''
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|'''[https://wiki.dizions.co.uk/index.php/Classification_Code_Setup Creating Classification Codes]'''
 
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|{{#ev:youtube|vxYpjy8_glI|400}}
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|'''User Access Controls'''
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|'''[https://wiki.dizions.co.uk/index.php/Users User Access Controls]'''
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|'''Group Access'''
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|'''[https://wiki.dizions.co.uk/index.php/Group_Access_Rights Group Access]'''
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|'''See My Own Clients'''
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|{{#ev:youtube|JThMkO-6Ju4|400}}
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|{{#ev:youtube|sjqCRuFwv4g|400}}
 
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|{{#ev:youtube|_zJ1lXpHMhU|400}}
 
 
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|'''Using Charitylog for HR'''
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|'''[https://www.youtube.com/watch?v=gJPObnsDzZY&t=2s Using Charitylog for HR]'''
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|'''Managing Volunteer Records'''
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|'''[https://www.youtube.com/watch?v=AvOxNXYG5Iw Managing Volunteer Records]'''
 
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|{{#ev:youtube|gJPObnsDzZY|400}}
 
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|{{#ev:youtube|AvOxNXYG5Iw|400}}
 
 
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|'''Introduction to Projects'''
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|'''[https://wiki.dizions.co.uk/index.php/Project_Set_Up Project Set Up]'''
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|'''Project Set-up - General Tab'''
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|'''[https://wiki.dizions.co.uk/index.php/Referral_Templates Referral Templates]'''
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|'''Project Set-up - Record a Contact Tab'''
 
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|{{#ev:youtube|0AVNDcUPmGM|400}}
 
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|{{#ev:youtube|I-RsuLHuuDA|400}}
 
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|{{#ev:youtube|r7xq1a3iEtU|400}}
 
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|'''Referral/Case Templates'''
 
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|{{#ev:youtube|DNyUOVOhwkA|400}}
 
 
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|'''Ladder Outcome Setup 1/3'''
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|'''[https://www.youtube.com/watch?v=ed3PeQGLlpc Ladder Outcome Setup 1/3]'''
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|'''Data Entry of Ladder Outcomes 2/3'''
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|'''[https://www.youtube.com/watch?v=kk3aR4tzxQQ Data Entry of Ladder Outcomes 2/3]'''
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|'''Reporting on Ladder Outcome Data 3/3'''
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|'''[https://www.youtube.com/watch?v=1IvH4-CjUOY Reporting on Ladder Outcome Data 3/3]'''
 
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|{{#ev:youtube|ed3PeQGLlpc|400}}
 
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|{{#ev:youtube|kk3aR4tzxQQ|400}}
 
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|{{#ev:youtube|1IvH4-CjUOY|400}}
 
 
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|'''Simple Outcomes'''
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|'''[https://www.youtube.com/watch?v=JyJJYytVP6A Simple Outcomes]'''
 
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|{{#ev:youtube|JyJJYytVP6A|400}}
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=Customise Orgs & People=
 
=Customise Orgs & People=
  
 
{| class="wikitable"
 
{| class="wikitable"
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|'''Edit Fields'''
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|'''[https://wiki.dizions.co.uk/index.php/Customise_Orgs_%26_People Edit Fields]'''
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|'''Edit Tabs'''
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|'''[https://wiki.dizions.co.uk/index.php/Customise_Orgs_%26_People Edit Sections]'''
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|'''Edit Links'''
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|{{#ev:youtube|hwGQCZbu-bs|400}}
 
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|{{#ev:youtube|GpLedGV0CoI|400}}
 
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|{{#ev:youtube|Anme3V8XAo0|400}}
 
 
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{| class="wikitable"
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|'''Minimum Data Sets'''
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|'''[https://wiki.dizions.co.uk/index.php/Customise_Orgs_%26_People Minimum Data Sets]'''
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|'''Rules for Anonymous Contacts'''
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|'''[https://wiki.dizions.co.uk/index.php/Customise_Orgs_%26_People Rules for Anonymous Contacts]'''
 
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|{{#ev:youtube|ACsJS4zxkvw|400}}
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|{{#ev:youtube|7rILxO2QY8w|400}}
 
 
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{| class="wikitable"
 
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|'''Other Record Types'''
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|'''[https://wiki.dizions.co.uk/index.php/Customise_Orgs_%26_People Other Record Types]'''
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|'''Organisations'''
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|{{#ev:youtube|SWiSECFVKNc|400}}
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|{{#ev:youtube|eZTkraI4KL8|400}}
 
 
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|'''Job cards'''
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|'''Data Migration'''
 
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|{{#ev:youtube|K8HLuvNE6NU|400}}
 
|{{#ev:youtube|K8HLuvNE6NU|400}}
 
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Latest revision as of 16:02, 17 February 2022

Actions and Contacts

Using the Action List Record a Contact

GDPR and Consent

GDPR Settings Consent Rules
Cleanse/Anonymise Records Consent Report

Reporting

KPI Report Designer Blue Folder Lookup
Collaborative Reporting

Excel

Pivot Tables Advanced Reporting with Pivot Charts VLOOKUPS

Extension Databases

Extension Database Setup
Extension Database Reports

Clubs and Clinics

Clubs and Clinics Setup
Club and Clinic Monitoring Alternative Method for Group Attendance

Benefits

Benefits Module

Classification Codes

Creating Classification Codes

User & Group Access

User Access Controls Group Access
Using Charitylog for HR Managing Volunteer Records

Projects & Templates

Project Set Up Referral Templates

Outcomes

Ladder Outcome Setup 1/3 Data Entry of Ladder Outcomes 2/3 Reporting on Ladder Outcome Data 3/3
Simple Outcomes

Customise Orgs & People

Edit Fields Edit Sections
Minimum Data Sets Rules for Anonymous Contacts
Other Record Types

Relationships

Adding Relationships Managing Relationships

Standard Letter Templates

Standard Letter Templates

Courses & Qualifications

Courses & Qualifications Courses & Qualifications Report

Groups & Skills

Groups & Skills Report

Roster/Support Worker Module

Creating a Plan Confirm Work Schedules Complete Work Schedules
Job cards Payroll and Invoicing for SW Jobs

Data Migration

Data Migration
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