The Diocesan Offices, Depts, & Orgs window displays the records of the offices charged with maintenance of your facilities, stewardship, and personnel, as well as a variety of official organizations, councils, and foundations within the diocese.
Adding a Diocesan Office, Dept, or Org
- On the Diocese tab, click Diocesan Offices, Depts, & Orgs.
- At the top, click Add Office. The Primary Information window displays.
Enter the Office/Dept Name and Office/Dept ID.
For your convenience, you can configure DioOffice to assign ID numbers automatically. For more information, see Set ID Number Options.
- Enter details using the fields and buttons described in the Additional Fields panel below.
- Click Save.
Adding and Viewing Documents
In several of these windows, you can add and view additional documents that support the information you entered. For more, see Add and View Documents.
Finding Fund History Entries
You can search all Diocesan Offices/Depts/Orgs records for certain fund history information. From any Office/Dept/Org financial window, click Find History Entries in the navigation pane. Enter any relevant data for the entries you want, and click Find Matching Entries. To view the record associated with an entry, select it in the grid and click Lookup/OK.