Barrkwikiadmin at 17:55, 9 July 2016

2016-07-09T17:55:28Z

Barrkwikiadmin: /* Guidelines to perform the main functions in the PEOPLE category */

2016-02-10T02:22:50Z

‎Guidelines to perform the main functions in the PEOPLE category

New page

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<tt>Adding a person to your rescue or shelter is easy with BARRK! For easy search and better organization, there are two (2) types of people: 1) Adopters, and; 2) Volunteers which include fosters and key organizers/administration. </tt>
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To add a person, open the [[People|PEOPLE]] category from the Main page - or - by using the People icon [[File:People icon.gif|35px]] on the top of your navigation bar.
 

[[file:addperson2a.jpg|900px]]
 

== ADD AN ADOPTER ==

* Click the "Add a Person" button. 
* Fill in the person's name, assign a group (in this case "Adopter",) and select the "Adopter" box. 
* Fill in the contact information under the "Information" tab, then click on the "Adopter" tab above the information screen. 
* Fill in the adopter information. If the adopter is adopting an animal immediately, click on "Adopting Dog" button. 
* Click "Save." 

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[[file:notes icon.gif|50px]] The contact information must be filled in for the person's record to be saved. An error message will appear with details that are missing and required. 
If adopting immediately, you will be directed to "Assign an Animal" where the available animals are listed. Please visit the [[Assign_an_Adopter|'''ASSIGN AN ADOPTER''']] page for further instructions. 
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== ADD A VOLUNTEER ==

* Click the "Add a Person" button. 
* Fill in the person's name, assign a group (in this case "Volunteer" or "Board Member") and select the "Volunteer" box. 
* Fill in the contact information under the "Information" tab, then click on the "Volunteer" tab above the information screen. 
* Fill in the volunteer information by adding the volunteer's title, choosing the volunteer's role(s) from the list (you may choose more than one), and any notes you'd like to record. 
* Click "Save." 

== ADD AN ADMINISTRATOR ==

Once a person has been added and their information is saved, you can easily add them to the organization's administration. Please visit the [[User_Management:_Add_Users|'''ADDING AN ADMINISTRATOR''']] page for further instructions.
 

{|style="border-style: solid; border-width:10px; border-color: #bdd0c8; padding: 15px"
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[[file:notes icon.gif|50px]] The contact information must be filled in for the person's record to be saved. An error message will appear with details that are missing and required.
 
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== Guidelines to perform the main functions in the PEOPLE category ==

* [[Add a Person]]
* [[Convert a Foster to an Adopter]]
* [[Edit, Delete, or Add a Comment to a Person]]
* [[Upload Documents for a Person]]
* [[Track a Person's Donations]]
* [[Advanced Filtering]]
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@@ Line 5: / Line 5: @@
 <br>
-To add a person, open the [[People|PEOPLE]] category from the Main page - or - by using the People icon [[File:People icon.gif|35px]]  on the top of your navigation bar.
+To add a person, open the [[People|'''PEOPLE''']] category from the Main page - or - by using the People icon [[File:People icon.gif|35px]]  on the top of your navigation bar.
 <br>
-[[file:addperson2a.jpg|900px]]
+[[file:addperson2a.jpg|1000px]]
 <br><br>

Add a Person - Revision history

Barrkwikiadmin at 17:55, 9 July 2016

Barrkwikiadmin: /* Guidelines to perform the main functions in the PEOPLE category */