Person
Relates to person-based functions, e.g. staff, volunteering, etc
- Admin - Add, Delete Relationships Procedure
- Admin - Add, Edit, Delete Agency Record (including adding existing records)
- Admin - Add, Edit, Delete Do Not Adopt Reasons Procedure
- Admin - Add, Edit, Delete Person Record Type
- Admin - Delete Person Flagged for Deletion
- Admin - Delete Receipts linked to a Person
- Admin - Merge 2 Person Files
- Admin - Set up Sponsorship
- Basic Person Search Procedure
- Data Import - Importing from Spreadsheets
- Equipment Loan / Hire
- Generic Data Import Tool
- How do I restrict access to a Person's information?
- How to block a user from editing / creating a New Person
- Managing Staff through Shelter Buddy
- New Person Procedure
- Person Page Check Box Definitions
- Person Relationships Procedure
- Set a Volunteer as "Inactive"
- Set Up New Volunteer
- Setting a Person's file as Inactive
- Sponsorship
- Using Vouchers / Certificates
- Volunteer Administration
- Volunteer No Shows - Advanced Volunteer Module
- Volunteer Sign-on Terminal