Difference between revisions of "Getting Started with Contacts"
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[[File:Openingscreen.jpg]] | [[File:Openingscreen.jpg]] | ||
| − | To add a new user select the [[File:Add New User Button.jpg|50px]] A Contact Details | + | To add a new user select the [[File:Add New User Button.jpg|50px]] A Contact Details form will open. |
[[File:Contact Details Screen.jpg|500px]] | [[File:Contact Details Screen.jpg|500px]] | ||
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| + | Fill in the Personal and Professional Details of the new contact, the tabs to the right of the form record the contact details, including home and work contact details, there is also a PA contact tab, it is useful to have as much contact information as possible. | ||
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| + | The Address Tab also has a work and a home tab as well as Department, Organisation and a comments field. | ||
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| + | The BBA Membership Tab has membership number and payment details along with details of the membership category and any follow Up Actions needed. | ||
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| + | The BBA Payments tab allows the user to add, edit and delete payments along with payment methods and amounts paid. | ||
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| + | EMSB Faculty tab records the Primary and Secondary category, the EMSB status, Instructor Status and Coordinator Status along with dates to transfer to pathway routes and decisions. | ||
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| + | The Courses Tab will display any courses the Candidate is enrolled or instructing on. | ||
Revision as of 15:49, 19 September 2019
The BBA Contacts & Course Manager will open with the Standard user interface showing the available Courses.
To add a new user select the 
A Contact Details form will open.
Fill in the Personal and Professional Details of the new contact, the tabs to the right of the form record the contact details, including home and work contact details, there is also a PA contact tab, it is useful to have as much contact information as possible.
The Address Tab also has a work and a home tab as well as Department, Organisation and a comments field.
The BBA Membership Tab has membership number and payment details along with details of the membership category and any follow Up Actions needed.
The BBA Payments tab allows the user to add, edit and delete payments along with payment methods and amounts paid.
EMSB Faculty tab records the Primary and Secondary category, the EMSB status, Instructor Status and Coordinator Status along with dates to transfer to pathway routes and decisions.
The Courses Tab will display any courses the Candidate is enrolled or instructing on.
