Difference between revisions of "Flow Charts and Printable Help Sheets"
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Revision as of 10:57, 18 November 2012
Contents
Flow Charts
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.
Setup flowchart
Details the process of setting up your Charitylog system.
I&A process flowchart
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.
Adding staff/volunteer records flowchart
Details the process of adding staff and volunteers to your Charitylog system.
Handyperson flowchart
Details the process of recording a referral using the Handyperson module to manage work.
Clubs & Clinics setup flowchart
Details the process of setting up the Clubs and Clinics module.
Clubs & Clinics waiting list flowchart
Details the process of adding a client to a waiting list in the Clubs and Clinics module.
Clubs & Clinics membership flowchart
Details the process of adding a client to the membership of a club in the Clubs and Clinics module.
Clubs & Clinics occurrences flowchart
Details the process of running a club or clinic.
