Difference between revisions of "Member Management-Reassign Rep"
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| − | + | <div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0BY0HA">Once a rep is in the database, they may be reassigned to another member instead of deleting and then recreating the rep as this would eliminate any history and group associations.</span></div> | |
| − | + | <div style="color: #5F497A; font-family: arial; font-size: 11pt; font-weight: bold; margin-left: 18pt; margin-top: 6pt;"><span id="wwpID0E0AY0HA">Reassign a rep</span></div> | |
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<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""> | ||
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| − | <td style="width: 18pt"><div style="font-family: | + | <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">1. </div></td> |
| − | <td><div style="font-family: | + | <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E06X0HA">On the </span><span style="font-weight: bold;">Reps</span> tab, click the check box in front of the desired rep’s name in the <span style="font-weight: bold;">List of Representatives</span> area.</div></td> |
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| − | <td style="width: 18pt"><div style="font-family: | + | <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">2. </div></td> |
| − | <td><div style="font-family: | + | <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E05X0HA">Click </span><span style="font-weight: bold;">Reassign Selected Reps</span>.</div></td> |
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</table> | </table> | ||
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| − | <div style="font-family: | + | <div style="font-family: arial; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt; text-align: justify;"><span id="wwpID0E04X0HA">[[Image:Member_Management-Reassign_Rep-MemberManagement.1.32.1.jpg]]</span></div> |
| − | <div style="font-family: | + | <div style="font-family: arial; font-size: 10pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span style="font-size: 10pt;"><span id="wwpID0E03X0HA">Figure 2-3</span></span> Reassign Rep</div> |
<div style="margin-left: 18pt;"> | <div style="margin-left: 18pt;"> | ||
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| − | <td style="width: 18pt"><div style="font-family: | + | <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">3. </div></td> |
| − | <td><div style="font-family: | + | <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E02X0HA">Click </span><span style="font-weight: bold;">Assign to a different member</span> or <span style="font-weight: bold;">Assign to no member</span> <span style="font-weight: bold;"><nowiki>[</nowiki>Community Member<nowiki>]</nowiki></span>. See “<span style="font-family: arial; font-size: 11pt;">Community Member</span>” for more information.</div></td> |
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| − | <td style="width: 18pt"><div style="font-family: | + | <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">4. </div></td> |
| − | <td><div style="font-family: | + | <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E01X0HA">Click </span><span style="font-weight: bold;">Continue</span>.</div></td> |
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| − | <td style="width: 18pt"><div style="font-family: | + | <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">5. </div></td> |
| − | <td><div style="font-family: | + | <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0ZX0HA">If </span><span style="font-weight: bold;">Assign to no member <nowiki>[</nowiki></span><span style="font-family: arial; font-size: 11pt; font-weight: bold;">Community Member</span><span style="font-weight: bold;"><nowiki>]</nowiki></span> was selected, the task is complete. If <span style="font-weight: bold;">Assign to a different member</span> was selected, click the desired member in the <span style="font-weight: bold;">Member</span> Look-up screen.</div></td> |
</tr> | </tr> | ||
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| − | <td style="width: 18pt"><div style="font-family: | + | <td style="width: 18pt"><div style="font-family: arial; font-size: 11pt;">6. </div></td> |
| − | <td><div style="font-family: | + | <td><div style="font-family: arial; font-size: 11pt;"><span id="wwpID0E0YX0HA">Click </span><span style="font-weight: bold;">Continue</span>.</div></td> |
</tr> | </tr> | ||
</table> | </table> | ||
</div> | </div> | ||
| − | <div style="color: #5F497A; font-family: | + | <div style="color: #5F497A; font-family: arial; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0XX0HA">Note: Representative History will keep track of the members that this rep has been assigned. To view the history, locate the rep under </span><span style="font-weight: bold;">Members->Reps</span> tab. Open the <span style="font-weight: bold;">Personal Information</span> area and click History which is located after the “Rep is currently active with this member” checkbox.</div> |
| − | <div style="color: #5F497A; font-family: | + | <div style="color: #5F497A; font-family: arial; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0WX0HA"> </span></div> |
| − | <div style="color: #5F497A; font-family: | + | <div style="color: #5F497A; font-family: arial; font-size: 11pt; font-weight: bold; margin-left: 18pt; margin-top: 6pt;"><span id="wwpID0E0VX0HA"> </span></div> |
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Revision as of 00:28, 21 December 2015
Once a rep is in the database, they may be reassigned to another member instead of deleting and then recreating the rep as this would eliminate any history and group associations.
Reassign a rep
1. |
On the Reps tab, click the check box in front of the desired rep’s name in the List of Representatives area. |
2. |
Click Reassign Selected Reps. |
Figure 2-3 Reassign Rep
3. |
Click Assign to a different member or Assign to no member [Community Member]. See “Community Member” for more information. |
4. |
Click Continue. |
5. |
If Assign to no member [Community Member] was selected, the task is complete. If Assign to a different member was selected, click the desired member in the Member Look-up screen. |
6. |
Click Continue. |
Note: Representative History will keep track of the members that this rep has been assigned. To view the history, locate the rep under Members->Reps tab. Open the Personal Information area and click History which is located after the “Rep is currently active with this member” checkbox.
