Difference between revisions of "Flow Charts and Printable Help Sheets"

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=Flow Charts=
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[[File:helpheader_small.png|right]]
  
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There are many flow charts throughout the manual. To help you find them, they are also listed here. Click on any flow chart to see it at full size.
 
  
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==Setup flowchart==
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This page brings together printable flow charts, crib sheets and help sheets. Some of these have been written for the manual; others have been created for particular customers and have been adapted for general use.
  
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All images on this page are PNG format. Click on the image to see it at full size.
  
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''Details the process of setting up your Charitylog system.''
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'''Please note the images on this page are of the original Charitylog interface and do not reflect the exact interface of the current system. Please contact support@dizions.co.uk for any clarification.'''
  
  
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[[File:flowchart_setup.png|400px|border]]
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__TOC__
  
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==I&A process flowchart==
 
  
  
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''Details the process of conducting an Information And Advice referral''
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==Logging in to the system==
  
  
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[[File:flowchart_ianda.png|400px|border]]
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[[File:Logging_In_Flowchart.png|border]]
  
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==Adding staff/volunteer records flowchart==
 
  
  
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''Details the process of adding staff and volunteers to your Charitylog system.''
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==People, Projects and Referrals==
  
  
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[[File:flowchart_staff.png|400px|border]]
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[[File:Charitylog_Concepts_1.png|border]]
  
  
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==Handyperson flowchart==
 
  
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==Recording Actions - best practice==
  
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''Details the process of recording a referral using the Handyperson module to manage work.''
 
  
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[[File:Recording_Actions_Best_Practice.png|border]]
  
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[[File:flowchart_handyperson.png|400px|border]]
 
  
  
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==Clubs & Clinics setup flowchart==
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==Buttons for recording work==
  
  
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''Details the process of setting up the Clubs and Clinics module.''
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[[File:Buttons.png|border]]
  
  
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[[File:flowchart_ccsetup.png|400px|border]]
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==Uploading Documents (to an Organisation/Person's Details screen)==
  
  
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==Clubs & Clinics waiting list flowchart==
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[[File:Uploading_Documents.png|border]]
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''Details the process of adding a client to a waiting list in the Clubs and Clinics module.''
 
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[[File:flowchart_ccwaiting.png|400px|border]]
 
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==Clubs & Clinics membership flowchart==
 
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''Details the process of adding a client to the membership of a club in the Clubs and Clinics module.''
 
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[[File:flowchart_ccmember.png|400px|border]]
 
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==Clubs & Clinics occurrences flowchart==
 
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''Details the process of running a club or clinic.''
 
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[[File:flowchart_ccoccurence.png|400px|border]]
 

Latest revision as of 16:44, 18 January 2023

Helpheader small.png


This page brings together printable flow charts, crib sheets and help sheets. Some of these have been written for the manual; others have been created for particular customers and have been adapted for general use.

All images on this page are PNG format. Click on the image to see it at full size.

Please note the images on this page are of the original Charitylog interface and do not reflect the exact interface of the current system. Please contact support@dizions.co.uk for any clarification.



Logging in to the system

Logging In Flowchart.png


People, Projects and Referrals

Charitylog Concepts 1.png


Recording Actions - best practice

Recording Actions Best Practice.png


Buttons for recording work

Buttons.png


Uploading Documents (to an Organisation/Person's Details screen)

Uploading Documents.png

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