*** Attention all Charitylog users: the June release is on your test systems now! Watch a webinar on the updates page ***

Training

Additional training is available with our experienced consultants. Sessions are tailored to your requirements so you choose what you would like to cover.

Online sessions

  • Full day - £525+VAT per day

  • Half day - £295+VAT per day

In person

  • Full day - £695+VAT per day (if flights are required, there may be a charge for air fares)

We also offer full and half day remote system reviews which help bring you up to date and adapt to change, etc. (prices as above)

Online Training Courses

As part of our training provision we regularly run short online courses on a variety of subjects. Please click on the items below for more information:

Charitylog Courses

Extension Database Setup

This short course will go through how extension databases can be used.

This course is aimed at users with an understanding of how Charitylog operates. Attendees will also need to have full system administration rights.

The following topics will be covered:

  • Understanding Extension Databases – includes what they are and when to use them
  • Adding to different record types
  • Adding to referrals/cases and contacts
  • Using Extension Databases for Outcomes

Dates

No dates set - please email admin@dizions.co.uk to register your interest in this course.

Excel Report Templates

This short course will go through several key areas that can be used to create pre prepared report templates for your regular requirements.

It is aimed at users with an understanding of how Charitylog reporting operates.

Attendees will need to have access to the relevant sections via Group Access. They may also be responsible for writing monitoring reports or providing feedback to funders/commissioners.

The following topics will be covered:

  • What is a report template?
  • Creating a basic template (Selecting the only the fields needed)
    • Uploading to Charitylog
    • Running
  • Creating a template to summarise data
    • Contents of Lookups (Validations)
    • COUNTIF function
    • Cell references
    • Charts
  • Using COUNTIFS

Dates 

No dates set - please email admin@dizions.co.uk to register your interest in this course.

Reporting

This short course will go through several key reports that can be used to provide insight into a wide range of monitoring requirements.

It is aimed at users with an understanding of how Charitylog operates.

Attendees will need to have access to the relevant reports via Group Access. These people may also be responsible for writing monitoring reports or providing feedback to funders/commissioners.

The following topics will be covered:

  • KPI – run through of the steps in the KPI report and an overview of the KPI options
  • Progress Interval Report and Use of Templates/Stages
  • Blue Folder and Data Extracts
  • Analytics & Dashboard

Dates 

No dates set - please email admin@dizions.co.uk to register your interest in this course.

System Administration

This short course will go through several key areas that can be used to manage the key system administration tasks.

It is aimed at users who are system administrators on Charitylog.

Attendees will need to have access to the relevant sections via Group Access.

The following topics will be covered:

  • Operational Rules & Terminology
    • Org/person record rules
    • New referral/case rules
    • Security and password rules
    • Changing terminology
  • User access Management
    • Creating a new user
    • Edit an existing user's access
    • Project access rights
    • Restricting access using 'see my own clients' function
    • Difference between user access and group access
  • Group access Management
    • Areas covered within group access
    • Creating new security groups
    • Editing existing access within a group
  • Managing record types (e.g. client records)
    • Adding/hiding fields from records
    • Moving fields to different sections on records
    • Adding new options to 'drop-down' fields
    • Creating new record types
    • Creating bespoke field(s) - introduction as this is covered in more depth in the extension database set up course

Dates 

No dates set - please email admin@dizions.co.uk to register your interest in this course.

Managing Staff and Volunteers

This short course will go through several key areas that can be used to manage staff/volunteers.

It is aimed at users with an understanding of System Administration in Charitylog.

Attendees will need to have full access to the relevant sections via Group Access.

The following topics will be covered:

  • Discussion on webforms
  • Recruitment project
    • Setting up a project
      • Setting up a workflow for application process
        • Application received
        • Informal chat
        • Interview
        • References and DBS application
        • Recruit or reject
      • Creating additional fields for key dates
  • Management project
    • Setting up a project
      • Setting up a workflow
        • Induction
        • Training reminders (Looping)
        • DBS check reminder (Looping)
  • Groups and skills for job types
  • Courses and Qualifications
  • Reporting
    • Groups and Skills
    • Progress interval report

Dates 

No dates set - please email admin@dizions.co.uk to register your interest in this course.

Excel Skills - Introduction to Formulas

This short course will build Excel skills for those who can enter and edit data but have no knowledge of formulas. It is aimed at users with an understanding of system administration and reporting in Charitylog.

Attendees will need to have access to the relevant sections via Group Access.

The following topics will be covered:

  • Basic Formulas
    • Using the AutoSum feature to automatically add values
    • Understanding Formulas and their rules (BODMAS)
    • How to subtract, multiply and divide values in cells
    • Calculating percentages
    • Calculate with dates
    • Using and Creating Absolute Formulas to enable a specific value to be used many times, i.e. VAT rate
    • Finding Minimum, Maximum and Average values of a list of data
    • Renaming sheets
    • Inserting & Moving Sheets
    • Copying & Moving sheets within current document or to new document
  • Charts
    • Creating a chart
    • Change the Chart Type
    • Add different elements to a chart such as gridlines, legends etc.
    • Format the Chart
  • IF statements
    • Understanding Conditional Logic, i.e. IF statements
    • Creating formulas using Basic Conditional Logic
    • Creating formulas using Nested IF statements
  • Analysing your data
    • Apply Conditional Formatting
    • Sorting Data into Alphabetical or Numerical order

Dates 

No dates set - please email admin@dizions.co.uk to register your interest in this course.

Excel Skills – Additional Useful Formulas

This short course will build Excel skills for those who have some knowledge of basic formulas but would like to explore how Excel could help them further. It is aimed at users with an understanding of system administration and reporting in Charitylog.    

We advise you to complete the Introduction to Formulas module before enrolling on this course. 

Attendees will need to have access to reporting via Group Access. 

The following topics will be covered:   

Charts   

Analysing your data – sorting and conditional formatting  

IF statements   

Introduction to Pivot Tables  

Charts   

  • Creating a chart  
  • Change the Chart Type   
  • Add different elements to a chart such as gridlines, legends etc.   
  • Format the Chart  

  Analysing your data   

  • Apply Conditional Formatting   
  • Sorting Data into Alphabetical or Numerical order   

IF statements   

  • Understanding Conditional Logic, i.e. IF statements   
  • Creating formulas using Basic Conditional Logic   
  • Creating formulas using Nested IF statements   
  • Creating formulas using Nested AND & OR statements   
  • Using the =COUNTIF & COUNTIFS feature to count data meeting specified
    criteria   
  • Using the =SUMIF & SUMIFS feature to total data meeting specified criteria   
  • Using the =AVERAGEIF & AVERAGEIFS feature to find the average of data meeting specified criteria   

   Introduction to Pivot Tables and Pivot Charts  

  • Creating a Pivot Table   
  • Generating Sum, Average, Count etc. totals   
  • Grouping by Date   
  • Sorting Data   
  • Filtering Data in a Pivot Table   

 Date

No dates set - please email admin@dizions.co.uk to register your interest in this course.

Using Clubs and Clinics to Manage Groups and Activities

This course is aimed at users with a basic understanding of how Charitylog operates. Attendees will also need to have the relevant access rights enabled in Group Access

NB: this course is not suitable for Charitylog Local customers

The following topics will be covered:

  • Setting up a Club and Clinic

  • Understanding different options which can be applied to the group/club

  • Managing attendances

  • Managing Members

  • Setting up clinics with timed appointments

  • Reporting

Dates

No dates set - please email admin@dizions.co.uk to register your interest in this course.

Letters and Email Templates

This course is aimed at intermediate users

It will look at creating letter and email templates in Charitylog. After this course you will be able to create and send letters directly from Charitylog.

You will need basic knowledge of reporting 

The following steps will be covered:

• Creating letter and email templates.

• Creating mail merge definitions for bulk sending.

• Create letters/emails from a record.

• Create bulk letters and emails from reports.

• Email configuration

Dates

No dates set - please email admin@dizions.co.uk to register your interest in this course.

Calculations including creating assessments with scoring

This short course will go through several key areas that can be used to create calculations based on the data recorded in an Extension Database.

This course is aimed at users with an understanding of Extension Database (EDB) setup in Charitylog.

Attendees will need to have access to the relevant sections via Group Access.

The following topics will be covered:

  • What can I use EDB calculations for?
  • Creating a calculation for BMI
    • Example:
      • Weight = 68 kg, Height = 165 cm (1.65 m)
      • Calculation: 68 ÷ (1.65)2 = 24
    • Create the EDB
    • Excel calculation
    • Upload
    • Map fields to EDB
  • UCL Loneliness scale example
    • Questions:
      • Q1. How often do you feel that you lack companionship?
      • Q2. How often do you feel left out?
      • Q3. How often do you feel isolated from others?
    • Responses:
      • Hardly Ever - 1
      • Some of the time – 2
      • Often - 3

No dates set - please email admin@dizions.co.uk to register your interest in this course.

Fundraising

This short course will go through several key areas that can be used to record fundraising activity and is aimed at users with an understanding of system administration in Charitylog.

Attendees will need to have access to the relevant sections via Group Access.

The following topics will be covered:

  • Creating and configuring a Funder record type
  • Adding a project to record fundraising activity
  • Adding stages to record the process
    • Apply for funding
    • Follow up application
    • Funding secured
    • Funding unsuccessful
    • Funding Received
    • Reports Due
  • Extension database for application details
    • Date of application
    • Amount applied for
    • Requirement
    • Restricted/Unrestricted
    • Outcome
    • Amount Received
  • Running Reports

No dates set - please email admin@dizions.co.uk to register your interest in this course.

For support email support@charitylog.co.uk. See Support for further details.