Difference between revisions of "Webinars"

From Charitylog Manual
Jump to: navigation, search
Line 122: Line 122:
 
|'''User Access Controls'''
 
|'''User Access Controls'''
 
|'''Group Access'''
 
|'''Group Access'''
 +
|'''Introduction to See My Own Clients'''
 
|-
 
|-
 
|{{#ev:youtube|JThMkO-6Ju4|400}}
 
|{{#ev:youtube|JThMkO-6Ju4|400}}
 
|{{#ev:youtube|sjqCRuFwv4g|400}}
 
|{{#ev:youtube|sjqCRuFwv4g|400}}
 +
|{{#ev:youtube|qhvcweQM6bc|400}}
 
|}
 
|}
  

Revision as of 12:46, 21 January 2021

GDPR and Consent

Changes to Make GDPR easier Part 1 Changes to Make GDPR easier Part 2
GDPR Settings
Cleanse/Anonymise Records Consent Report


Reporting

KPI Report Designer Blue Folder Lookup Groups and Skills Report


Extension Databases

Extension Database Setup 1/2 Extension Database Setup 2/2
Setting up an Excel Linked Ext DB

Excel

1/9: Data Extractions 2/9: KPI Report Designer 3/9: Blue folders
4/9: Basic Spreadsheet Structure 5/9: Excel Tables and Worksheets 6/9: Basic Formulas
7/9: Pivot Tables 8/9: Vlookups 9/9: Spreadsheet Templates


Clubs and Clinics

Clubs and Clinics Setup Club and Clinic Monitoring
Alternative Method for Group Attendance


Extension Database Reports

Classification Codes

Creating Classification Codes

User & Group Access

User Access Controls Group Access Introduction to See My Own Clients


Outcomes

Ladder Outcome Setup 1/3 Data Entry of Ladder Outcomes 2/3 Reporting on Ladder Outcome Data 3/3
Simple Outcomes

Action List

Customise Orgs & People

Edit Tabs Minimum Data Sets

Branch Systems

Benefits

Benefits Module

Roster Module