Step # 2 - Viewing, Editing (Updating) and Adding Admin Data
Once you click Admin Tools, click Corps/Units
This screen will allow you to view and filter "Corps Data" through several options:
- Command = If you are a Corps Officer or employee, the Command and Unit will be defaulted for you (if you are at DHQ or THQ, these will appear as drop-down lists)
-
Filter by name = This is a text filter that will allow you to enter a full or partial first or last name to limit the list. Some examples include:
- Al ( to find Alex, Albert, Albasa, Al-Snow)
- Carter, Al (to find Carter, Alex or Albert)
- Record Count = The list populates with Corps Name, Address, City, State and Enrollments.
- Edit = Here you will also be able to edit the "Corps Data" information accordingly, by clicking on the edit button on the bottom right side of the screen.
Review or Edit data on the Summary Tab
To review or edit Corps Data, please select the requested record to edit by double clicking on the record. This screen will allow you the option to make adjustments on such tabs as: Summary, Funds, or Age Ranges.
NOTE: If you have made changes, please be sure to save your work.
Add, Edit or Delete data on the Funds Tab
On the Bottom right side of the screen, you can complete the following:
- Add = To add new fund information, click the add button.
Here you will be given the option to make entries on sections:
- Active
- Fund Type = This is a drop-down filter to limit the fund type list to a specific selections (i.e.,, meeting collection, tithe, world services, harvest fesitval and other).
- Fund Name
- GL Account
- Usage (stewardship and other corps income).
2. Edit = adjust fund information, click the edit button.
Here you will be given the option to make adjustments on sections:
- Active
- Fund Type
- Fund Name
- GL Account
- Usage (stewardship and other corps income).
3. Delete = select the Fund Name you would like to delete and click delete. NOTE: this action removes a record permanently.
Add New Fund
NOTE: If you have made a new entry, please be sure to save your work.
Edit Fund
NOTE: If you have made changes, please be sure to save your work.
Review Data on the Age Ranges Tab
The data on this tab has been standarized across the territory. Editing capability is not available.