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In the Diocesan Directory, you can view all of your institution records divided into three major categories: Diocesan Offices/Dept/Org, Parishes/Facilities, and Groups/Businesses. You can also view the personnel associated with each institution.

 To locate a record using the Diocesan Directory
  1. On the Diocese tab, click Diocesan Directory.
  2. If you know the name or ID number of the institution, you can click Quick Lookup. Otherwise, expand the categories and browse the list of records.
  3. When you locate the record, select it to display a summary in the right side of the window.
  4. View or update the record's details. See the Additional Fields below for more information.

 

Adding or Removing Records

To add or remove records, use the Add or Delete options located in the relevant program section: Diocesan Offices, Depts, & Orgs; Groups & Businesses; or Parishes & Facilities.

Changing a Record's List Position

By default, a record's type determines its subcategory in the Diocesan Directory. You can change the position of a listing in the directory by changing its category, type, or Also Show Under value.

   

Additional Field Information

Select an institution in the Diocesan Directory to display the following options.

Category
Defaults to the category selected when the institution record was created.

Type
Defaults to the type selected when the institution record was created.

Also Show Under
Nest institutions under each other. For example, you can display a mission under its parent parish.

Load Institution
View the record for the selected institution.

Load Roster
View a list of all personnel assigned to or associated with the selected institution in the All Personnel window.

Load Personnel
View the record for the selected personnel.

Quick Lookup
Search for an existing record within the Diocesan Directory. If you search for a record using a partial name, for example, the lookup tool displays a list of all matching records for you to select from. 



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