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• Organisations
  The Organisation record type is generally used for entering other organisations that you may work with, signpost to or refer o * Used for signposting or referring to.
  7 KB (1,101 words) - 13:10, 17 January 2022
• KPI Report Designer
  ...some outcomes. The report designer is broken down into 4 key steps (step 4 for advanced analytics). You can also view a webinar on this topic (see below) ...alculate the date range you initially selected. Meaning it will always run for "Last Quarter" so you will not have to change the date range yourself.
  42 KB (6,797 words) - 13:00, 2 October 2023
• Quick Start Guide for Administrators
  The system is designed to be customisable for each organisation that uses it. Before you get going you will be provided =Pre-Implementation Spreadsheet (not used for [[Modules| Charitylog Starter and single project system]]).=
  12 KB (1,929 words) - 11:57, 5 January 2023
• Customise Orgs & People
  The system uses core records for organisation and people. This section of the system allows you to configur For each record type you are able to:
  29 KB (4,811 words) - 14:21, 6 October 2023
• Organisations and People
  ...ake any of the changes listed above please see [[Customise Orgs & People]] for full details and restrictions. =Searching for a record=
  42 KB (6,961 words) - 17:39, 25 January 2022
• External Referral Consent
  ...from referring the following Organisations', when attempting to record an external referral. This guide will show you how to set this feature up to use it ef * '''Creating the Consent Rules''' - This is generally setup by your system administrator.
  4 KB (660 words) - 09:23, 16 March 2023
• Project Set Up
  Projects are for Referrals/Cases and interactions to be grouped together to enable reporting. General *Funded Work - Funding applications for major home adaptations, from Technical visit through to completion
  23 KB (3,908 words) - 11:29, 13 October 2023
• System Setup Guide
  The system is designed to be customisable for each organisation that uses it. Before you get going you will be provided =Pre-Implementation Spreadsheet (not used for [[Modules| Members, local and single project system]]).=
  12 KB (1,995 words) - 14:50, 25 March 2024
• Portal/Webforms - Settings
  ...d referrals to. The second section displays the organisations you receive referrals from. ...al setup page, then select the corresponding organisation record under the External Referrer drop down.
  2 KB (310 words) - 10:01, 6 February 2024
• Group Access Rights
  ...around your projects and services. It is also recommended to have a group for old users (with no access granted) so that you can control who has access e ...pecify which of the [[Modules| Roster Module]] terminology groups are used for the users of this group.
  29 KB (4,652 words) - 10:50, 21 February 2023
• Recording Contacts
  There are a number of ways to record work done with/for people, but the most common method, that all our customers use, is '''recor ==Introduction to Contacts, Actions and Referrals==
  11 KB (1,902 words) - 12:53, 5 February 2024
• Signposting and External Referrals
  ...ou have made contact with another service to pass that client's details on for them. ...nto account whether the client has consented to this via a [[Consent Rules|Consent Rule]] on the GDPR tab. Enforcing this can be done via the [[GDPR Settings]
  718 bytes (116 words) - 11:10, 20 February 2019
• Menu Links
  [[Quick Start Guide for Users|Quick Start!]] [[External Referral Consent| Consent for external referrals]]
  1 KB (183 words) - 12:01, 5 January 2023
• Record A Contact
  ...as the most common way to start a Referral is to record the first Contact for that Referral. The following webinar explains the process. ...als on new referral "details of a contact" page?|setup to display existing referrals on the project selection]] page then you will use the Record A Contact butt
  24 KB (4,118 words) - 14:39, 16 October 2023
• Admin
  * [[Consent Rule Text Entry]] * [[Consent Given]]
  4 KB (461 words) - 10:41, 5 February 2024
• GDPR Settings
  ...ional box to record your organisation's retention period. It may be useful for staff to reference this box if using the anonymisation tool. ===Consent Expiration in days===
  3 KB (470 words) - 12:16, 6 January 2021
• GDPR Guidance
  There are six available lawful bases for processing. No single basis is ’better’ or more important than the othe ...d based consent rules and referral/case based consent rules ([[Contact and Consent Rules]])
  14 KB (2,249 words) - 13:11, 9 February 2024