Difference between revisions of "Groups and Skills"

Revision as of 14:09, 6 September 2016

Location in standard build: bottom of Organisation/Person Details screen

File:GAS 1.png

The "Groups & Skills" link, found at the bottom of each Details screen, allows you to put organisations or people into groupings that you have created with the Membership/Skills Groups feature.

Adding an organisation/person to a grouping

Click on the "Groups & Skills" link for that organisation/person (from their Details screen).

File:GAS 1.png

You will now see any groupings that they are already in (if there are any). Click "New Group/Skill" to add one.

File:GAS 2.png

You can now enter:

• Start date (defaults to today's date, if this is a new grouping for the org/person)
• End date (not compulsory, but you can fill this in if needed - for someone who is going to volunteer for a set period of time, for example)
• Name - the grouping in question, set up in Membership/Skills Groups
• Notes

File:GAS 3.png

Click "Save Details" when done. You will be returned to the display of that org/person's groupings with the new one added.

File:GAS 4.png

Rob Kay - manual author (talk) 15:09, 6 September 2016 (BST)