Difference between revisions of "Religions"

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''Location in standard build:'' '''''Administration > [[Drop-Down Lists]] > Religions'''''
 
  
  
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[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 10:47, 5 May 2015 (BST)
 

Revision as of 14:21, 6 March 2018

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The list of Religions is used when users enter a Religious Group for a person on the system.

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Creating or editing the list of Religious Groups

Click on the menu item to see the list of Religious Groups set up on your system. Click on "Enter New Religious Group" to add a new one, or click on the name of an existing option to edit it.

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You can now enter the following information:

  • Name of the religious group
  • Notes (for information on this screen only; these notes are not output on any report)
  • Display Order
  • Active? - whether this option is available on the system or not

Click "Save Details" when you have entered the information.

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Examples of use

The Religious Group of the people that an organisation works with has become one of the most common pieces of information that funders ask for. Most of our customers now need to collect this information even if their work does not relate to the religious groups of their clients. For this reason it is often included in the standard Input Field Rules for a system, to encourage users to capture it at first contact if possible.


Reporting Outputs

Information entered using the Religious Groups drop-down list is available:

  • In Data Extractions, both as selection criteria and as data to be output on a spreadsheet
  • In the KPI Report Designer as a filter (for example, the Number of Clients Accessing Service By Religion report)