Flow Charts and Printable Help Sheets

Flow Charts

There are many flow charts throughout the manual. To help you find them, they are also listed here.

Setup flowchart

Details the process of setting up your Charitylog system.

File:Flowchart setup.png

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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.

File:Flowchart ianda.png

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Adding staff/volunteer records flowchart

Details the process of adding staff and volunteers to your Charitylog system.

File:Flowchart staff.png

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Handyperson flowchart

Details the process of recording a referral using the Handyperson module to manage work.

File:Flowchart handyperson.png

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Clubs & Clinics setup flowchart

Details the process of setting up the Clubs and Clinics module.

File:Flowchart ccsetup.png

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Clubs & Clinics waiting list flowchart

Details the process of adding a client to a waiting list in the Clubs and Clinics module.

File:Flowchart ccwaiting.png

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Clubs & Clinics membership flowchart

Details the process of adding a client to the membership of a club in the Clubs and Clinics module.

File:Flowchart ccmember.png

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Clubs & Clinics occurrences flowchart

Details the process of running a club or clinic.

File:Flowchart coccurence.png

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