Difference between revisions of "Groups and Skills"

Revision as of 13:56, 2 July 2018

Groups and skills are a generic way of categorising people or organisations on the system. They can be used for multiple types of categories like:

The categories are setup in Membership/Skills Groups.

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

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

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

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

@@ Line 1: / Line 1: @@
 [[File:helpheader_small.png|right]]
-''Location in standard build:'' '''''bottom of Organisation/Person Details screen'''''
-[[File:GAS_1.png|border]]
+Groups and skills are a generic way of categorising people or organisations on the system.  They can be used for multiple types of categories like:
+* Skills
+* Interests
+* Services volunteers work in
+* Professional Memberships
+* Committees and local groups
+The categories are setup in [[Membership/Skills Groups]].
-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|border]]