Difference between revisions of "Admin"
From Charitylog Manual
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* [[Classification Code Setup| Classification Codes]] - Also used for Age UK I&A Codes, CAB AIC Codes. | * [[Classification Code Setup| Classification Codes]] - Also used for Age UK I&A Codes, CAB AIC Codes. | ||
| + | * [[Contact Types]] | ||
* [[Contact Methods]] | * [[Contact Methods]] | ||
| − | |||
* [[Project Set Up]] | * [[Project Set Up]] | ||
* [[Project Subcategories]] | * [[Project Subcategories]] | ||
Revision as of 14:59, 18 April 2018
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.
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
- EveryLIFE PASSsystem
- 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
- 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
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
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 Field Settings
- Roster Rates
- Roster Rates in Projects
- Roster Worker Holiday Pay Parameters
- Roster Services
- Roster Teams
- Tasks
- Roster Terminology
- Time Rounding
User Access
