Difference between revisions of "Operational Rules"
From Charitylog Manual
m |
|||
Line 12: | Line 12: | ||
− | === | + | ===Org/Person Record Rules=== |
− | These options set preferences for how | + | These options set preferences for how Details screens behave. See [[Org/Person Record Rules]]. |
===RaC/New Referrals Rules=== | ===RaC/New Referrals Rules=== |
Revision as of 10:20, 8 August 2016
Operational Rules is a section of Charitylog containing system-wide settings - i.e. they apply to the whole system, independent of projects.
Operational Rules are accessed by their own menu item - Administration > Security > Operational Rules.
Org/Person Record Rules
These options set preferences for how Details screens behave. See Org/Person Record Rules.
RaC/New Referrals Rules
These options control what users can do when adding new referrals and recording contacts. See RaC/New Referrals Rules.
Security Rules
These options set security-related rules for the system and give control of password criteria (length, number of numeric characters, etc). See Security Rules.
Miscellaneous Rules
Other settings. See Miscellaneous Rules.