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With this process, you can activate or inactivate multiple personnel records at the same time.

In the Personnel navigation pane, click Processes > Activate/Inactivate. Select whether you want to use automatic updating or individual entry.

   

 To select personnel to activate/inactivate automatically


Note

This process alters data. We recommend backing up your data before proceeding.

  1. Select the automatic updating method option.
  2. Select whether to make personnel active or inactive. If you're inactivating records, select whether to inactivate assignments as well.
  3. Click Next.
  4. Select which types of personnel to update. Click Next.

    Useful Information

    If you select a type other than All Personnel, the record is only updated for that type. For example, if you select Catechist, and the person you want to inactivate is both a catechist and volunteer, they are only inactivated in the Catechist windows. Their Volunteer record stays active.

    To update the record in all sections, select All Personnel.

  5. If needed, make any additional selections, then click Next.

  6. Review your list. When you're ready to update the selected personnel, click Next.
  7. To activate/inactivate the records, click Finish.
 To select personnel to activate/inactivate individually


Note

This process alters data. We recommend backing up your data before proceeding.

  1. Select the individual entry method option.
  2. Select whether to make personnel active or inactive. If you're inactivating records, select whether to inactivate assignments as well.
  3. Click Next.
  4. Select which types of personnel to update. Click Next.

    Useful Information

    If you select a type other than All Personnel, the record is only updated for that type. For example, if you select Catechist, and the person you want to inactivate is both a catechist and volunteer, they are only inactivated in the Catechist windows. Their Volunteer record stays active.

    To update the record in all sections, select All Personnel.

  5. Select a person, and click Add Personnel to List. Repeat this for each person you want to activate/inactivate. When you're finished, click Next.

  6. Review your list. When you're ready to update the selected personnel, click Next.
  7. To activate/inactivate the records, click Finish.




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