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Community Maintenance - Keys bar

Use the Keys bar to maintain keys allocated to the community member.

Opening the Keys bar

Community Maintenance - Keys bar key fields and buttons

Fields

Field

Description

Key

Key code.

Description

Description of the key's use.

For example, Key to Admin stationery cupboard.

Date Issued

Date key was issued to the community member.

Key Number

Number of the specific key issued to the community member, if multiple copies of the same key exist.

Date Returned

Date key was returned by the community member.

Comment

Optional information about the key.

Return key

Click to return the key.

Currently Issued Only

Select to display only keys that have not yet been returned.

Buttons

Button

Description

New (green plus) button (synweb)

Add a new key to the community member.

Edit icon (pencil, Synweb)

Edit this key record.

Delete icon (red circle with minus) (synweb)

Delete this key record.

Common fields

Field

Description

Search Filter

The Search Filter field is located at the top of the Community Selector. This field can be used to filter community members by any of the information displayed in the Community Selector.

Common buttons

Button

Description

New button (synweb)

Create a new community member. See Creating community members.

Delete button (synweb)

Delete the selected community member. See Deleting community members.

Criteria button

Display the Community Maintenance Search Criteria window.

You can update the search criteria and search for new community members. See Searching for community members.

Customise tabs button (synweb)

Customise how the bars are displayed. See Customising navigation bars in the Introduction manual.

New Task button (synweb)

Create a new task relating to the community member. See Managing tasks in the Introduction manual.

Break spouse links icon (synweb)

Click to break spouse links for the selected community member. See Breaking links to a spouse.

Flip spouse icon (synweb)

Click to flip spouses and make the spouse contact the primary contact in the relationship. See Flipping spouses.

Refresh button (maintenance, synweb)

Click to refresh information for the selected community member.

Last modified: 29/03/2016 10:33:55 AM

See Also

Community

What's new to Community

Searching for community members

Creating community members

Creating spouses

Flipping spouses

Deleting community members

Community Maintenance - Action Centre bar

Community Maintenance - Constits bar

Community Maintenance - Current Comms bar

Community Maintenance - DocMan bar

Community Maintenance - Education bar

Community Maintenance - Flags bar

Community Maintenance - Home Address bar

Community Maintenance - IDAM bar

Community Maintenance - Name bar

Community Maintenance - Notes/Bio bar

Community Maintenance - Occupation bar

Community Maintenance - Occupation Address bar

Community Maintenance - Other bar

Community Maintenance - Phone bar

Community Maintenance - Photo bar

Community Maintenance - Postal Address bar

Community Maintenance - Qualifications bar

Community Maintenance - Relations bar

Community Maintenance - Vehicles bar

© 2016 Synergetic Management Systems. Published 19 September 2016.

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