Difference between revisions of "Admin"
From Charitylog Manual
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[[File:helpheader_small.png|right]] | [[File:helpheader_small.png|right]] | ||
| − | [[File: | + | [[File:clog_settings_cog.png]] |
| − | The Admin menu (system cog) in | + | The Admin menu (system cog) in the system contains all the configuration options. This page lists all of the relevant pages in the manual, in the same structure as the Admin menu. |
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* [[Email Settings|Email Setup]] | * [[Email Settings|Email Setup]] | ||
| − | |||
* [[Portal/Webforms - Settings]] | * [[Portal/Webforms - Settings]] | ||
* [[PCA Predict|Post Code Anywhere (PCA Predict Address Lookup)]] | * [[PCA Predict|Post Code Anywhere (PCA Predict Address Lookup)]] | ||
| Line 21: | Line 20: | ||
* [[Non-Attendance Reasons]] | * [[Non-Attendance Reasons]] | ||
| − | * [[ | + | * [[Clubs_%26_Clinics_General_Settings]] |
* [[Transport Methods]] | * [[Transport Methods]] | ||
* [[Treatments_And_Activities|Treatments And Activities]] | * [[Treatments_And_Activities|Treatments And Activities]] | ||
| Line 33: | Line 32: | ||
====Funded Work (Requires Funded Work Module)==== | ====Funded Work (Requires Funded Work Module)==== | ||
| − | * [[Funded Job Work | + | * [[Funded Job Work Types]] |
* [[Fee Difference Reasons]] | * [[Fee Difference Reasons]] | ||
| Line 49: | Line 48: | ||
* [[Extension Database Setup]] | * [[Extension Database Setup]] | ||
* [[Information Links Headings]] | * [[Information Links Headings]] | ||
| + | * [[Manage Menus]] | ||
* [[System Details|Organisation Details]] | * [[System Details|Organisation Details]] | ||
* [[Operational Rules]] | * [[Operational Rules]] | ||
| Line 56: | Line 56: | ||
* [[Standard Letter Templates]] | * [[Standard Letter Templates]] | ||
* [[Standard Letter Types]] | * [[Standard Letter Types]] | ||
| + | * [[Supporting People Settings]] | ||
* [[System Uploads]] | * [[System Uploads]] | ||
* [[Uploaded Document Categories|Uploaded Doc. Categories]] | * [[Uploaded Document Categories|Uploaded Doc. Categories]] | ||
| Line 79: | Line 80: | ||
* [[General Rates In Projects]] | * [[General Rates In Projects]] | ||
* [[Invoice Layouts]] | * [[Invoice Layouts]] | ||
| − | * [[Invoicing | + | * [[Invoicing Settings]] |
* [[HP Standard & Project Nominal Codes]] - '''Requires Handyperson Module''' | * [[HP Standard & Project Nominal Codes]] - '''Requires Handyperson Module''' | ||
* [[Payment Methods]] | * [[Payment Methods]] | ||
| Line 108: | Line 109: | ||
* [[Living Arrangements]] | * [[Living Arrangements]] | ||
* [[LSOA Areas and Wards]] | * [[LSOA Areas and Wards]] | ||
| − | * [[Main | + | * [[Main Languages| Main Langauge]] |
| − | |||
| − | |||
| − | |||
* [[Marital Status]] | * [[Marital Status]] | ||
| + | * [[Postal District Names|Postal District]] | ||
* [[People/Organisation Categories|Person/Organisation Category]] | * [[People/Organisation Categories|Person/Organisation Category]] | ||
| − | * [[ | + | * [[Registered Disabled]] |
* [[Relationships]] | * [[Relationships]] | ||
* [[Religions|Religious Group]] | * [[Religions|Religious Group]] | ||
| − | |||
* [[Service User Groups|Service User Group]] | * [[Service User Groups|Service User Group]] | ||
* [[Sexual Orientations|Sexual Orientation]] | * [[Sexual Orientations|Sexual Orientation]] | ||
* [[Statuses|Status]] | * [[Statuses|Status]] | ||
| + | * [[Unavailability Reasons]] | ||
| + | * [[Victim of Crime]] | ||
====Outcomes & Assessments==== | ====Outcomes & Assessments==== | ||
| Line 131: | Line 131: | ||
====Projects & Referrals==== | ====Projects & Referrals==== | ||
| + | * [[Classification Code Setup| Classification Codes]] - Also used for Age UK I&A Codes, CAB AIC Codes. | ||
| + | * [[Contact Types]] | ||
| + | * [[Contact Methods]] | ||
* [[Project Set Up]] | * [[Project Set Up]] | ||
| − | |||
| − | |||
| − | |||
| − | |||
* [[Project Subcategories]] | * [[Project Subcategories]] | ||
* [[Project Funding Streams]] | * [[Project Funding Streams]] | ||
| Line 141: | Line 140: | ||
* [[Referral Reasons]] | * [[Referral Reasons]] | ||
* [[Referral Sources]] | * [[Referral Sources]] | ||
| + | * [[Referral Templates]] | ||
* [[Signpost/External Referral Types]] | * [[Signpost/External Referral Types]] | ||
* [[Termination Reasons]] | * [[Termination Reasons]] | ||
| Line 149: | Line 149: | ||
* [[Job Card Statuses]] | * [[Job Card Statuses]] | ||
* [[Matching Exclusions]] | * [[Matching Exclusions]] | ||
| − | * [[ | + | * [[Roster General Settings]] |
| − | * [[ | + | * [[Roster Rates]] |
| − | * [[ | + | * [[Roster Rates in Projects]] |
| − | * [[ | + | * [[Roster Worker Holiday Pay Settings]] |
| − | * [[ | + | * [[Roster Services]] |
| − | * [[ | + | * [[Roster Teams]] |
* [[Tasks]] | * [[Tasks]] | ||
| + | * [[Travel Rule Sets]] | ||
| + | * [[Roster Terminology]] | ||
* [[Time Rounding]] | * [[Time Rounding]] | ||
| − | |||
====User Access==== | ====User Access==== | ||
| − | * [[ | + | * [[Users]] |
* [[Group Access Rights|Group Access]] | * [[Group Access Rights|Group Access]] | ||
* [[Restricted IP Addresses]] | * [[Restricted IP Addresses]] | ||
Latest revision as of 10:41, 5 February 2024
The Admin menu (system cog) in the system contains all the configuration options. This page lists all of the relevant pages in the manual, in the same structure as the Admin menu.
Contents
- 1 3rd Party Software
- 2 Clubs & Clinics
- 3 Database Operations
- 4 Funded Work (Requires Funded Work Module)
- 5 GDPR
- 6 General Settings
- 7 Handyperson (Requires Handyperson Module)
- 8 IMCA - Requires IMCA Module
- 9 Invoicing - Requires Invoicing Module
- 10 Orgs and People A-J
- 11 Orgs and People K-Z
- 12 Outcomes & Assessments
- 13 Projects & Referrals
- 14 Roster Worker - Requires Roster Module
- 15 User Access
3rd Party Software
- Email Setup
- Portal/Webforms - Settings
- Post Code Anywhere (PCA Predict Address Lookup)
- Text Anywhere Settings
Clubs & Clinics
Database Operations
Funded Work (Requires Funded Work Module)
GDPR
General Settings
- Bank Holiday Dates
- Branch Groupings (Views) - Requires Branch Module
- Branches/Offices - Requires Branch Module
- Extension Database Setup
- Information Links Headings
- Manage Menus
- Organisation Details
- Operational Rules
- Publications
- Publication Categories
- Publication Languages
- Standard Letter Templates
- Standard Letter Types
- Supporting People Settings
- 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
Invoicing - Requires Invoicing Module
- Cost Centres
- General Charge Rates
- General Rates In Projects
- Invoice Layouts
- Invoicing Settings
- 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 Langauge
- 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
Projects & Referrals
- Classification Codes - Also used for Age UK I&A Codes, CAB AIC Codes.
- Contact Types
- Contact Methods
- Project Set Up
- Project Subcategories
- Project Funding Streams
- Referral Closure Update
- Referral Reasons
- Referral Sources
- Referral Templates
- Signpost/External Referral Types
- Termination Reasons
Roster Worker - Requires Roster Module
- Alerts
- Job Card Statuses
- Matching Exclusions
- Roster General Settings
- Roster Rates
- Roster Rates in Projects
- Roster Worker Holiday Pay Settings
- Roster Services
- Roster Teams
- Tasks
- Travel Rule Sets
- Roster Terminology
- Time Rounding
User Access
