The Terminology Settings allow system administrators to customise the wording used throughout the system, ensuring that terms align with the language and context preferred by the administering organisation.
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Accessing Terminology Settings
To manage terminology, navigate to:
Settings → Terminology
Administrators can edit the singular and plural forms of key system terms, which will update how these terms appear across the platform.
Customisable Terms
Client
- Singular Form: The term used for an individual client (e.g., Person).
- Plural Form: The term used for multiple clients (e.g., People).
Referral
- Singular Form: The term used for a single referral (e.g., Referral).
- Plural Form: The term used for multiple referrals (e.g., Referrals).
Issue
- Singular Form: The term used to describe a single issue or concern (e.g., Problem).
- Plural Form: The term used when referring to multiple issues (e.g., Problems).
Organisation
- Singular Form: The term used for an individual organisation (e.g., Charity).
- Plural Form: The term used when referring to multiple organisations (e.g., Charities).
Questionnaire
- Singular Form: The term used for a single questionnaire or form (e.g., Survey).
- Plural Form: The term used when referring to multiple questionnaires (e.g., Surveys).
Editing Terminology
To edit, the user must select “Edit settings” from the ellipsis menu.
- Click on any singular or plural form field to edit the term.
- Enter the preferred wording for that term.
- Changes will be applied throughout the system where that term appears.
Once the user is satisfied with the changes, click “Save” to apply the updated terminology; or “Discard” if they want to abandon the changes.
Considerations
- Updating terminology ensures that the system reflects the language used within an organisation or sector.
- Changes should be reviewed carefully, as they will impact all users interacting with the system.
- Standard users will see the updated terms in relevant sections, such as referral processes and client management.
This feature allows for a customised experience, making the system more intuitive and aligned with organisational needs.