Charitylog webinars: what do we need?
Hi everyone and thanks for your time. There are two questions to fill in; the first one relates to what we sometimes call "end users", i.e. the people that actually do service delivery and use Charitylog as part of this. The second question relates to more advanced users, who may well do service delivery but also get involved with configuring and changing the system. Finally, there's a text box where you can jot down any other thoughts - all much appreciated. Thank you!
How important do you feel each topic is, based on the users you have trained?
Basically unnecessary
Useful to a few
Might be useful for some
Solid basic knowledge
Pretty important
Completely essential
Finding the website, logging in, and the welcome notices
Navigating around the system - left hand menu, buttons across the top, changing your display options and so on
What's new in the latest release
Searching for clients and creating new ones
Simple walkthrough of Record a Contact (including "what does each button do" on the Client Details > History tab)
Action List - basics
Action List - advanced options
Complete run-down of all information fields to do with Client Details screens (would cover fields that appear on General/Personal/etc tabs, and also blue links at the bottom)
General Q&A (let people submit their own questions)
Complete run-down of features on the Client Details screen (Print Record, letters, Uploaded Docs, Relationships screen, Risk Assessment tab, client calendar, NoK)
Types of organisations and people (and how to manage people with multiple Types)
Running clubs and clinics
Creating client support plans (the creation of the plan in the first place, finding the plan, adding lines, picking workers)
Running the Support Work module
Volunteer assignments (linking volunteers to clients, creating job cards, one job card per assignment method, one job card per visit method)
Running the Handyperson module
How important do you feel these topics are, based on the administrators/power users you have worked with?
Unnecessary
Useful to a few
Might be useful for some
Solid basic knowledge
Pretty important
Completely essential
What's new in the latest release
Controlling data input using Input Field Rules
Controlling appearance of screens using Customisable Tab Settings
Drop-Down Lists (including Data Dictionary Fields and display order)
Setting up extension databases linked to people
Setting up extension databases linked to referrals
Contacts and Referrals - what the difference is, some basic reports, manual vs automatic referral closure
Guide to Operational Rules
Postcode Anywhere and Text Anywhere
Administrative functions (anonymise clients, backup system, audit reports, deleting referrals
Managing Organisations and Referrers
Complete run-down of everything that can be captured on the Record a Contact screen
Setting up Classification Codes
Complete run-down of all information fields to do with Client Details screens (would cover fields that appear on General/Personal/etc tabs, and also blue links at the bottom)
Complete run-down of features on the Client Details screen (Print Record, letters, Uploaded Docs, Relationships screen, Risk Assessment tab, client calendar, NoK)
Types of organisations and people (and how to manage people with multiple Types)
Setting up outcome measurement (Simple and Ladder)
Creating standard letter templates
Mail merge to letters and emails
Setting up clubs and clinics
Setting up the Support Work module
Setting up the Handyperson module
Invoicing
General Q&A (let people submit their own questions)
Basic reports (anything that isn't Data Extraction or KPIs)
Data Extraction
KPIs
Blue Folder Lookups
Excel - tables and pivot tables
Other Excel stuff (suggestions welcome - COUNTIF etc?)
Anything else you can think of
Submit
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