Difference between revisions of "Operational Rules"

From Charitylog Manual
Jump to: navigation, search
(Security Rules?)
Line 1: Line 1:
 +
[[File:helpheader_small.png|right]]
 +
 
==Operational Rules==
 
==Operational Rules==
  

Revision as of 13:28, 19 August 2014

Helpheader small.png

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.