Terminology

The system uses generic terminology where possible to allow the system to be used in a number of ways (from small meetings, right though to major multi-day events with hundreds of staff), for a variety of purposes (regular jobs, events, meetings, training courses, conferences, bookings) and for a number of audiences (be it from volunteers and staff, through to managers and company directors).

Whilst this works very well in most instances, sometimes it's better to customise the terminology used in the system to be more suitable for your purposes (eg. to use the word 'Jobs', or 'Activities' rather than 'Events' ... or use 'Volunteers' rather than 'People').

A number of terms have been added which you can customise based on your feedback, and more will be added based on the feedback our clients give us.

Keep in mind that changes to terminology will be made across the system, and are not specific to any particular group, permissions of users, or whom is using the system (the same term might be used for staff, volunteers, your clients, and prospective staff members (eg. via the recruitment area)).

With this in mind, it's best to pick simple terminology which is easy to understand and recognise - this will also allow training of new staff & volunteers to be very quick and straight-forward, as the terms uses are all already familiar.

How?

To make changes to the terminology used in the system, first goto the 'Configuration' page – for administrators of a top-level-group (eg. 'Head Office', or the company-wide group), an option in the top-right corner 'Other' menu is shown labeled 'Terminology'.

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Changes can be made by entering the replacement text, being careful to ensure any fields marked 'plural' is entered properly (see the 'pluralisation' section below).

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Standards

All wording entered should start with a capital letter (eg. the start of a sentence or heading). Where required, we'll make words upper or lower-case for you depending on the context and where they'll be shown.

No HTML or other special characters should be included with the text.

Pluralisation

Some terms used have a '(plural)' next to the description - this indicates that two words should be used. The first being a singular word (eg. 'Event'). The 2nd should be the plural (eg. 'Events').

These should be separated by a pipe character - | (the character usually above the 'enter' or 'return' key on your keyboard).

Eg. 'Event|Events' should be entered for the "Events" word.