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With this quick posting, assign keywords (such as CPR, bloodmobile volunteer, or youth group chaperone) to multiple personnel. These display in the Keywords window.

In the Personnel navigation pane, click Quick Posting > Keywords. Select whether you want to use automatic updating or individual entry.

 

 To post personnel keywords 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 keyword 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 keyword is only posted in the Catechist windows. Their Volunteer record is not updated.

    To post keywords 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 keywords to each person, select the first option. Or, to assign the same one to your entire list, select the second option, and enter the personnel keyword.
  5. Click Next.
  6. Review your list. If needed, add or edit any keyword information.
  7. When you're ready to post to the selected records, click Next.
  8. To post, click Finish.
 To post personnel keywords 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 keyword 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 keyword is only posted in the Catechist windows. Their Volunteer record is not updated.

    To post keywords to all sections, select All Personnel.

  3. Select the personnel keyword, select a person, and click Add Member to List. Repeat this for each person you want to update. When you're finished, click Next.
  4. Review your list. If needed, add or edit any keyword information.
  5. When you're ready to post to the selected records, click Next.
  6. To post, click Finish.


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