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.
 
  
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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|Click to view full size.]]
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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. Some actions are specific to AgeUK organisations, but the overall process is applicable to everyone.
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==Logging in to the system==
  
  
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[[File:flowchart_ianda.png|thumb|left|400px|Click to view full size.]]
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[[File:Logging_In_Flowchart.png|border]]
  
  
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==Adding staff/volunteer records flowchart==
 
  
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==People, Projects and Referrals==
  
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Details the process of adding staff and volunteers to your Charitylog system.
 
  
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[[File:Charitylog_Concepts_1.png|border]]
  
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[[File:flowchart_staff.png|thumb|left|400px|Click to view full size.]]
 
  
  
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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|thumb|left|400px|Click to view full size.]]
 
  
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==Buttons for recording work==
  
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==Clubs & Clinics setup flowchart==
 
  
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[[File:Buttons.png|border]]
  
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Details the process of setting up the Clubs and Clinics module.
 
  
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==Uploading Documents (to an Organisation/Person's Details screen)==
  
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[[File:flowchart_ccsetup.png|thumb|left|400px|Click to view full size.]]
 
  
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[[File:Uploading_Documents.png|border]]
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==Clubs & Clinics waiting list flowchart==
 
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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|thumb|left|400px|Click to view full size.]]
 
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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|thumb|left|400px|Click to view full size.]]
 
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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_coccurence.png|thumb|left|400px|Click to view full size.]]
 

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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