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With this quick posting, you can update information about requirements (such as Sensitivity Training) to multiple records. Make sure you've added keywords in the Requirement Descriptions list. Requirements display in the Safe Environment window.

In the Personnel navigation pane, click Quick Posting > Safe Environment - Other Requirements. Select whether you want to use automatic updating or individual entry.

 

 To post other requirements automatically
  1. Select the automatic updating method option, and click Next.
  2. Select which type of personnel to post for, and click Next.

    Useful Information

    If you select a type other than All Personnel, the requirement is only posted for that type. For example, if you select Catechist, and the person you want to update is both a catechist and volunteer, the information is only posted in the Catechist windows. Their Volunteer record is not updated.

    To post requirements to all sections, select All Personnel.

  3. Select which records you want to build a list of personnel, then click Next.
  4. To assign different requirements for each person, select the first option. Or, to assign the same information to your entire list, select the second option, and enter the information.
  5. If you assign the same values, select whether to add a single description or to use a template.
  6. Click Next.
  7. Review your list. If needed, add or edit any legal requirements information.
  8. When you're ready to post to the selected records, click Next.
  9. To post, click Finish.
 To post other requirements individually
  1. Select the individual entry method option, and click Next.
  2. Select which type of personnel to post for, and click Next.

    Useful Information

    If you select a type other than All Personnel, the requirement is only posted for that type. For example, if you select Catechist, and the person you want to update is both a catechist and volunteer, the information is only posted in the Catechist windows. Their Volunteer record is not updated.

    To post requirements to all sections, select All Personnel.

  3. Select whether to add a single description or to use a template.
  4. Enter information for the requirement, select a person, and click Add <Personnel> to List. Repeat this for each person you want to update. When you're finished, click Next.
  5. Review your list. If needed, add or edit any legal requirements information.
  6. When you're ready to post to the selected records, click Next.
  7. To post, click Finish.


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