Users must have Administration access to perform this function.
This process adds an external shelter or rescue details page to the system. This enables the page to be accessed through the quick link Go To Shelter / Rescue fields on the Welcome page and in the person search pages. Only users with administrative access can process this function.
1- Click on the Administration link in the Orange Menu on the left-hand side of the screen.
2- Click on the Edit Drop Down Lists link.
To Add an external shelter or rescue:
1- Locate the Shelter / Rescue section.
2- Click on the Add link to add a new external shelter or rescue. This will generate a popup window.
3- Shelter / Rescue Name: enter the name of the external shelter or rescue. (Up to 50 characters)
4- Mailing Address: complete all of the applicable address fields.
5- Phone Numbers: enter all applicable numbers.
6- First Name / Last Name: re-enter the name of the external shelter or rescue in both name fields or enter the name of the primary contact at the facility.
7- Member of Alliance Group: if the facility being added is or was part of an alliance group, click on the down arrow to select the applicable group.
8- Date Joined Alliance: if the facility being added is or was part of an alliance group, click on the Calendar Icon to select the date they joined.
9- Date Left Alliance: if the facility was part of an alliance group but is no longer affiliated, click on the Calendar Icon to select the date they left.
10-Click Add Shelter / Rescue. The popup window will disappear.
To Edit the address or contact information for an external shelter or rescue the record must be accessed via the Welcome page by selecting the shelter or rescue via the Go To Shelter/Rescue drop-down list and making the needed changes on the record manually. However, if you wish to edit the name which is assigned to the shelter or rescue in the Go To Shelter/Rescue drop-down:
1- Click on the Administration link in the Orange Menu on the left-hand side of the screen.
2- Click on the Edit Drop Down Lists link.
3- Locate the Shelter / Rescue section and click Maintain.
4- Find the group in question in the Shelter/Rescue to edit or delete drop-down box and once selected, click the Edit button beneath it.
5- From here, you will have the option of changing the group's title (as it appears in the drop-down list), the alliance group they are a member of (if applicable), the dates they joined or left that alliance, and (again, if applicable) nominate whether or not they are a Mission Orange partner.
6- Click the link Click here to change other details to go to the Person Details record for the group to change contact information.
7- Click the Update Shelter/Rescue button to save your changes.
NOTE: Updating Shelter/Rescue records is governed by the Agency Lock. If the Agency Lock is active on your site; you won't see an update button on the Shelter/Rescue file unless you have the correct access level.
To set access levels, go into Administration > Edit User Access > Manage Fields > find the option agencyLock > Edit.
To Delete an external shelter or rescue - *Note: this only removes the name from the drop-down list. This does not remove the record from the system:
1- Click on the Administration link in the Orange Menu on the left-hand side of the screen.
2- Click on the Edit Drop Down Lists link.
3- Locate the Shelter / Rescue section and click Maintain.
4- Shelter / Rescue: click on the down arrow to select the external shelter or rescue to be deleted/removed from the drop-down list.
5- Click Delete Shelter / Rescue. Click OK. The popup window will disappear.
To add an Existing Person record as a Shelter or Rescue:
1- Make a note of the Person ID number for the record you wish to add to the drop down list.
2- Click on the Administration link in the Orange Menu on the left hand side of the screen.
3- At the top of the Admin menu, locate and click on the link Add Existing Person to shelter / rescue Drop Down List
4- Use the search fields to locate the Person record in question. The most efficient way is to enter the Person ID number to go directly to the file.
5- Click Create Shelter / Rescue against the appropriate person entry
6- Enter the Shelter/Rescue name you would like to have appear in the Shelter / Rescue drop down box and click Add Shelter Rescue to finish.
Comments