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

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(Setup flowchart)
 
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=Flow Charts=
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[[File:helpheader_small.png|right]]
  
There are many flow charts throughout the manual. To help you find them, they are also listed here.
 
  
==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.
  
Details the process of setting up your Charitylog system.
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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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'''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.'''
  
[[File:flowchart_setup.png|thumb|left|400px]]
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__TOC__
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==Logging in to the system==
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[[File:Logging_In_Flowchart.png|border]]
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==People, Projects and Referrals==
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[[File:Charitylog_Concepts_1.png|border]]
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==Recording Actions - best practice==
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[[File:Recording_Actions_Best_Practice.png|border]]
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==Buttons for recording work==
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[[File:Buttons.png|border]]
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==Uploading Documents (to an Organisation/Person's Details screen)==
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[[File:Uploading_Documents.png|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