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Post Service or Retreat Hours

With this quick posting, you can post the number of hours of service or the time spent on a retreat. This information displays in the student's Service/Retreats window.

  1. On the Information tab, click Students > Quick Posting > Hours of Service/Retreats.
  2. Select whether to use automatic updating or individual entry.
  3. Select what to do if the service/retreat information is already entered for students. You can take action based on whether the Service/Retreat Matches, Date Matches, or both.
    • Replace all existing information and hours—Overwrites all existing information and hours with the new information and hours you enter.
    • Add to the existing line and add hours to the existing hours—Keeps the existing information the same, and adds new information to any blank fields.
    • Insert a new line—Keeps all existing lines the same, and adds a new line with the information and hours you enter.
  4. Click Next.
  5. If you selected automatic updating:
    1. If you included fund selections, select the funds to use to filter the list, then click Next.
    2. Make selections to build your list of records to process, then click Next.
    3. To assign different service/retreat hours to each individual, select the first option. Or, to assign the same information to your entire list, select the second option, and enter the service/retreat information. Click Next.
  6. If you selected individual entry:
    1. Enter the service/retreat information, select an individual, and click Add Student to List
    2. Repeat this for each record you want to process. When you're finished, click Next.
  7. Review your list. If needed, add or edit any service/retreat information. When you're ready to post to the selected records, click Next.
  8. To post, click Finish.