Difference between revisions of "Sexual Orientations"

From Charitylog Manual
Jump to: navigation, search
m (→‎Creating/Editing)
 
(2 intermediate revisions by one other user not shown)
Line 1: Line 1:
 
[[File:helpheader_small.png|right]]
 
[[File:helpheader_small.png|right]]
  
−
''Location in standard build:'' '''''Administration > [[Drop-Down Lists]] > Sexual Orientations'''''
 
  
 
[[File:SO_1.png|border]]
 
[[File:SO_1.png|border]]
  
 +
==Creating/Editing==
  
−
The list of Sexual Orientations is used when users enter information about a person on the system.
+
Click on an existing otion to edit it or click the 'Enter New Orientation' button to create a new one. This option can also be re-named using the [https://wiki.dizions.co.uk/index.php/Terminology Terminology] function.  
  
−
[[File:SO_2.png|border]]
+
You can now enter/edit the following details:
  
−
 
+
* Sexual Orientation Name
−
 
 
−
__TOC__
 
−
 
 
−
 
 
−
 
 
−
==Creating or editing the list of Sexual Orientations==
 
−
 
 
−
Click on the menu item to see the list of Sexual Orientations set up on your system. Click on "Enter New Orientation" to add a new one, or click on the name of an existing option to edit it.
 
−
 
 
−
[[File:SO_3.png|border]]
 
−
 
 
−
 
 
−
You can now enter the following information:
 
−
 
 
−
* Name of the Sexual Orientations
 
 
* Notes (for information on this screen only; these notes are not output on any report)
 
* Notes (for information on this screen only; these notes are not output on any report)
−
* [[Display Order]]
+
* [[Display Order]] in the drop down list
−
* Active? - whether this option is available on the system or not
+
* Active? - whether this Sexual Orientation is to be available for use on the system or not
  
−
Click "Save Details" when you have entered the information.
+
Click the 'Save Details' button to continue.
  
−
[[File:SO_4.png|border]]
+
==Merging==
  
−
 
+
You can merge Sexual Orientations together if you wish to reduce your options.  This will also update any record using the statuses. To merge follow the steps below;
−
==Examples of use==
+
# Click on the first status
−
 
+
# Click the 'here' link (Click here to Sexual Orientations)  If you wish to change the details of the record you have selected, this need to be saved first.
−
The Sexual Orientation of the people that an organisation works with has become a common piece of information that funders ask for, even if the work that the organisation carries out does not relate to the Sexual Orientation of their clients.
+
# Select the Status you wish to merge in the drop down list.
−
 
+
# Click the 'Merge Data' button.
−
Understandably it is often sensitive information and users of the system find it difficult to ask their clients for it. For this reason it is sometimes included in the standard [[Input Field Rules]] for a system, to encourage users to capture it at first contact if possible. Many of our customers write a script for everyone in their organisation to use when asking the question, so that they don't feel pressured to word the question in a particular way. In general, clients are usually happy to disclose the information. It's important to have a "did not wish to disclose" option too.
+
# Click 'cancel' to abort the change or 'OK' to continue.  '''This cannot be undone!'''
−
 
 
−
 
 
−
==Reporting Outputs==
 
−
 
 
−
Information entered using the Sexual Orientations 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 Sexual Orientation report)
 
  
  
 
----
 
----
−
 
+
[[File:helpheader_small.png|right]]
−
[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 10:47, 5 May 2015 (BST)
 

Latest revision as of 10:24, 16 February 2023

Helpheader small.png


SO 1.png

Creating/Editing

Click on an existing otion to edit it or click the 'Enter New Orientation' button to create a new one. This option can also be re-named using the Terminology function.

You can now enter/edit the following details:

  • Sexual Orientation Name
  • Notes (for information on this screen only; these notes are not output on any report)
  • Display Order in the drop down list
  • Active? - whether this Sexual Orientation is to be available for use on the system or not

Click the 'Save Details' button to continue.

Merging

You can merge Sexual Orientations together if you wish to reduce your options. This will also update any record using the statuses. To merge follow the steps below;

  1. Click on the first status
  2. Click the 'here' link (Click here to Sexual Orientations) If you wish to change the details of the record you have selected, this need to be saved first.
  3. Select the Status you wish to merge in the drop down list.
  4. Click the 'Merge Data' button.
  5. Click 'cancel' to abort the change or 'OK' to continue. This cannot be undone!


Helpheader small.png
Retrieved from ‘https://wiki.dizions.co.uk/index.php?title=Sexual_Orientations&oldid=15147’