Post Personnel Keywords
With this quick posting, you can assign keywords (such as CPR, bloodmobile volunteer, or youth group chaperone) to multiple personnel. These display in the Keywords window.
- On the Personnel tab, click All Personnel or the appropriate personnel section then Quick Posting > Keywords.
- Select whether to use automatic updating or individual entry, then click Next.
- Select which type of personnel to post for, and click Next.Note: To post keywords to all sections, select All Personnel. If you select a type other than All Personnel, the keyword is only posted for that type. For example, if you select Catechist, and the person you want to update is both a catechist and volunteer, the keyword is only posted in the Catechist section. Their Volunteer record is not updated.
- If you selected automatic updating:
- Make selections to build your list of records to process, then click Next.
- To assign different keywords to each person, select the first option. Or, to assign the same keyword to your entire list, select the second option, and select the keyword. Click Next.
- If you selected individual entry:
- Select the keyword to assign, select a person, and click Add Member to List.
- Repeat this for each record you want to process. When you're finished, click Next.
- Review your list. If needed, add or edit any keyword information. When you're ready to post to the selected records, click Next.
- To post, click Finish.