Admin

The Admin menu (system cog) in Charitylog contains all the configuration options. This page lists all of the relevant pages in the manual, in the same structure as the Admin menu.

3rd Party Software

• Email Setup
• EveryLIFE PASSsystem
• Portal/Webforms - Settings
• Post Code Anywhere (PCA Predict Address Lookup)
• Text Anywhere Settings

Clubs & Clinics

• Non-Attendance Reasons
• Parameters
• Transport Methods
• Treatments And Activities

Database Operations

• Backup System
• Data Migration Centre
• Update Replica Databases

Funded Work (Requires Funded Work Module)

• Funded Job Work Type
• Fee Difference Reasons

GDPR

• Field Sets
• GDPR Settings
• Consent Rule Text Entry

General Settings

• Bank Holiday Dates
• Branch Groupings (Views) - Requires Branch Module
• Branches/Offices - Requires Branch Module
• Extension Database Setup
• Information Links Headings
• Organisation Details
• Operational Rules
• Publications
• Publication Categories
• Publication Languages
• Standard Letter Templates
• Standard Letter Types
• System Uploads
• Uploaded Doc. Categories

Handyperson (Requires Handyperson Module)

• Handyperson Cancel. Reasons
• Handyperson General Details
• Handyperson Job Types
• Handyperson Materials
• HP Material Costs - Requires Invoicing Module
• HP Project Labour Costs - Requires Invoicing Module
• HP Standard & Project Nominal Codes - Requires Invoicing Module

IMCA - Requires IMCA Module

• Means of Communication

Invoicing - Requires Invoicing Module

• Cost Centres
• General Charge Rates
• General Rates In Projects
• Invoice Layouts
• Invoicing Parameters
• HP Standard & Project Nominal Codes - Requires Handyperson Module
• Payment Methods
• VAT Codes

Orgs and People A-J

• Customise Orgs & People
• Accommodation Type
• Age Range
• Benefits
• Blue Badge Holder
• Carer's Role
• Consent Given
• Courses and Qualifications
• DBS/PVG Checked
• Disabilities
• Eligible For Gift Aid
• Employed
• Equipment
• Ethnic Group
• Gender
• Groups & Skills

Orgs and People K-Z

• Customise Orgs & People
• Living Arrangements
• LSOA Areas and Wards
• Main Language
• Marital Status
• Postal District
• Person/Organisation Category
• Registered Disabled
• Relationships
• Religious Group
• Service User Group
• Sexual Orientation
• Status
• Unavailability Reasons
• Victim of Crime

Outcomes & Assessments

• Make Assessment Forms - Deprecated Feature
• Outcome Groups
• Ladder Outcomes
• Simple Outcomes

Projects & Referrals

• Project Set Up
• Referral Templates
• Contact Methods
• Contact Types
• Consent Rule Text Entry
• Project Subcategories
• Project Funding Streams
• Referral Closure Update
• Referral Reasons
• Referral Sources
• Signpost/External Referral Types
• Termination Reasons

Roster Worker - Requires Roster Module

• Alerts
• Job Card Statuses
• Matching Exclusions
• Support Field Settings
• Support Rates
• Support Rates in Projects
• Support Worker Holiday Pay Parameters
• Support Services
• Support Teams
• Tasks
• Time Rounding
• Support Terminology

User Access

• Users
• Group Access
• Restricted IP Addresses

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