Saving a tag list into a constituency

If the community members in the tag list are not already members, save the tag list into either a specific:

Tag List save as button - constituency or class

This is the main method used to convert community members in a tag list to a more permanent group in Synergetic, either as a constituency or a class.

To add the current students in a tag list to a constituency:

Create your tag list. See Tagging community records for later use.
The Tag List window is displayed.
Click .
A menu is displayed.
Select Constituency.
The Add Tagged IDs to Constituency window is displayed.
Select the Constituency from the drop-down list.
Enter other details, as required. See the field descriptions below.
Click .
The following dialog window is displayed.
Click .
The community members in the tag list are added to the selected constituency and the following dialog window is displayed.
Click .

Add Tagged IDs to Constituency window key fields

Field	Description
Constituency	Constituency code: Synergetic constituencies are prefixed with @ user-defined constituencies generally do not have a prefix.
Date Joined	Date the community member(s) is added to the constituency.
Related Campus	Campus the community member(s) is a constituent of, if applicable. For example, use this field when a new staff member is appointed and assigned to a campus.
Related from Date	Date the community member(s) started their involvement relating to the constituency. For example: a member of the School Council constituency has the date they started at the school in any capacity as the From date. a member of the Past School Council constituency has the date they started at the school council as the From date.
Related to Date	Date the community member(s) was removed from the constituency. Note: Do not complete the field when adding community member(s) to a constituency. Some organisations may use this field when entering historical information or when they know the date that the community member's constituency membership ends.

Last modified: 5/05/2017 10:37:09 AM