Difference between revisions of "Operational Rules"

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(Security Rules?)
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These options control what users can do when adding new referrals and recording contacts. See [[RaC/New Referrals Rules]].
 
These options control what users can do when adding new referrals and recording contacts. See [[RaC/New Referrals Rules]].
  
===Security Rules?===
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===Security Rules===
  
 
These options set security-related rules for the system and give control of password criteria (length, number of numeric characters, etc). See [[Security Rules]].
 
These options set security-related rules for the system and give control of password criteria (length, number of numeric characters, etc). See [[Security Rules]].

Revision as of 13:17, 19 August 2014

Operational Rules

Operational Rules is a section of Charitylog containing system-wide settings - i.e. they apply to the whole system, independent of projects.

Operational Rules are accessed by their own menu item - Administration > Security > Operational Rules.


File:OR 1.png



Client Record Rules

These options set preferences for how the Client Details screens behave. See Client Record Rules.

RaC/New Referrals Rules

These options control what users can do when adding new referrals and recording contacts. See RaC/New Referrals Rules.

Security Rules

These options set security-related rules for the system and give control of password criteria (length, number of numeric characters, etc). See Security Rules.

Miscellaneous Rules

Other settings. See Miscellaneous Rules.