Org/Person Record Rules

The Org/Person Record Rules tab gives control of how records (Details screens) behave on your system.

Check for duplicate records when creating new records?

Setting this to "yes" will mean that whenever a user creates a new organisation/person on the system, a check for possible duplicates will be carried out. If there are any possible duplicates, the user will be shown a popup box with these organisations/people shown, and will be given the opportunity to work with them instead of creating a new record. (example shown)

Create a new Org/Person using the "Create New" button, "Record a contact for a New Client" button, or Both?

This field lets you decide how users will be allowed to create new clients on the system.

Create New - users will only be allowed to use the standard Create New button, which gives them a full blank client record for editing. The user is allowed to enter as much or as little information as they like in order to create a client (subject to the first four rules on this tab, which will apply even when creating a new client from scratch).
Record a Contact for a New Client - users will only be allowed to use this button, which displays a custom data entry screen driven by the Standard Input Field Rules you have set on your system.
Both - both options are available to users.

Show Orgs/People id after the name (on search pages)

When set to yes, this will display the record ID number on search results pages.

Use People/Organisation ID as Account Code

Setting this to "yes" will carry someone's unique Charitylog ID number into their Accounts Code field on the "Client Details" screen, in order to create invoices for them from the Accounts Module. You may be given accounts codes by your funders, or you may already have them created - but if not, using Charitylog IDs to do so is a neat solution.

If using this option, it will not simply go through the system and fill all boxes in - you will need to go to each record and manually re-save it (using a "Save Details" button or the equivalent). This will create the accounts code.

Prefix for "account code" (If above "use people/organisation id" setting is set)

This relates to the above option. If "Use People/Organisation ID as Account Code" is set to "Yes", this prefix will be added to the automatically created accounts codes.

Require main disability for people with disabilities?

This relates to the Disabilities for... section where you can enter details of multiple disabilities. If this option is set to "Yes", the user will need to choose one of the selected disabilities as the Main Disability. If set to "No", the user will still be able to select more than one disability, but will not be forced to designate one as the Main Disability for that person.

Limit GPs and Surgeries by District?

If set to "Yes", this will mean that once a District is set on the Client Details screen, the only GP Surgeries and GPs available to be selected on the "Personal Details" tab for that client will be those GPs and Surgeries also located in that District.

This is good if your organisation covers a large, densely populated area with a lot of Surgeries, in which case the selection list would become long if not limited by District. On the other hand, it will make it more difficult to record the fact that a client might attend a Surgery or see a GP who is outside their District of residence.

Override Default Limit For Number Of Contacts In History Tab?

Selects whether or not to make the History tab (on Organisation and People records) as long as it could possibly be, even if the org/person has many contacts here, or limit it to a system-wide setting (currently 200).

Maximum Number of People/Organisation Results Before Search Is Shown

This setting governs how long a list can be before the user is prompted to run a search. For example, if this number is set to "5", and you only have four clients on your system, when a user clicks the "Clients" link, they will simply see a list of those four clients. However, if you have six clients or more on your system, when a user clicks the "Clients" menu item they will be shown a search form instead, prompting them to run a search for the client.

Although the screen is big enough for lists to become fairly long, it's often a good idea to keep this number low. The sooner users are prompted to search the existing data, the better - this decreases the chance of any Organisations/People being duplicated on the system. Indeed, you may choose to set this number to zero from the start of your use of the system, meaning that users will always be given a search box rather than seeing a list.

Remember criteria from previous Orgs/People search

This option specifies if the search criteria boxes remember the details last used for a search (applies to all users)

Force Consent on People/Organisations Records

This option lets you choose whether to force users to fill in the "Consent Given?" field on Details screens. The options are -

No
Yes - New Only (the user will not be forced to enter consent information on existing records which do not have it, but will be prompted for it whenever they create a new record)
Yes - All (the user will be prompted to enter consent information on all records, including existing ones).

For Which Organisation Types Should This Be Forced

Relates to the above option. Select one or more Types of organisation/person (to select non-adjacent options, hold CTRL (on Windows computers) or the Apple/Command key (on Macs) whilst clicking the options you want.

RaC/New Referrals Rules

The RaC [Record a Contact] and New Referrals Rules tab contains system-wide settings relating to recording work done.

Display existing referrals on new referral "details of a contact" page?

This relates to the Project Selection Page. When a user creates a new Referral, they are asked to pick which Project the Referral will be categorised under. On the page where they select the Project, this option allows you to display whether there are any existing Referrals with outstanding Actions on. Displaying these can help avoid duplication of Referrals.

The options available are:

No - remove from page
Yes - Above project selection
Yes - Below project selection

Above project selection:

Below project selection:

Default follow-up time used on Record a Contact

This option sets the When by? time on the bottom section of the Record a Contact screen.

Pre-fill Referrer on RaC with Referrer from Org/People Record?

Every organisation or person can have a linked "Main Referrer/Contact", which can be set from a field on the Details screen to be any Referrer on your system. The setting here (on the RaC/New Referrals Rules tab) governs whether the "Referrer" field on the Record a Contact screen should be pre-populated with the linked Main Referrer/Contact if it is set for the person in question.

if a client has a Main Referrer/Contact set, and "Pre-fill Referrer on RaC with Referrer from Org/People Record" is set to "Yes", any referral (chain of actions) recorded with that person will automatically have the Main Referrer/Contact as the Referrer for that referral. That is, the "Record a Contact" screen will appear with the "Referrer" box pre-filled with the client's Main Referrer/Contact.
if "Pre-fill Referrer on RaC with Referrer from Org/People Record" is set to "No", this will not happen, regardless of whether the client has a Main Referrer/Contact;
if the client has no Main Referrer/Contact, this will not happen, regardless of whether "Pre-fill Referrer on RaC with Referrer from Org/People Record" is set to "Yes" or "No".

Note of caution!

If this field is set to "Yes", and clients do have a Main Referrer/Contact set, and if you want different Referrers to be set for each Referral, the end users will need to change the Referrer at the start of each Referral. They are likely to forget to do this, which would mean that reports on Referrers may be compromised.

Allow alteration of User Name on Record a Contact / Referral Details?

Setting this option to "yes" will mean that users can change the "Done By" name on Record a Contact - i.e. users will be able to fill in Charitylog for someone else's action and log it against that person.

Allow entry of "Represented By" (second referrer name) on Record a Contact?

This will show an extra box on Record a Contact, "Represented By", where the user can record another person who represented the client. This will only show on the initial action in the referral.

Allow entry of "Contact With" on Actions?

Setting this option to "Yes" will display a "Contact With" box on actions, which can be filled in with any Referrer. This is useful if you do work on behalf of a client, and deal with other organisations. Note that the "Contact With" box will not show on the initial contact entry.

Allow use of "Priority" ratings on Actions

Setting this option to "Yes" will allow users to log outstanding actions as "High Priority" or "Normal". High Priority actions appear in users' Action Lists with a yellow triangle next to them, as shown.

Allow Project To Be Changed On Referral Edit?

If you are editing a Referral after it has been entered, this will allow you to change the Project of the Referral.

Show linked uploaded documents on lists of actions.

Setting this option to "Yes" will display uploaded documents as icons on the History page within the relevant Referral (assuming, of course, that the documents are linked to a Referral).

Show deprecated "New Diary Entry" button?

See Quick Diary - Deprecated Feature.

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.

Password Rules

These options set controls for user passwords. See Password Rules.

Miscellaneous Rules

Other settings. See Miscellaneous Rules.

Operational Rules

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