Adding a community member to a user-defined constituency

Note: You can only add a community member to a Synergetic constituency by adding them in the appropriate function. For example, to add a community member to the Debtor constituency, you must create a new debtor in Debtor Maintenance. You cannot add a community member to the Debtor constituency from the Community Maintenance windows.

To add a community member to a user-defined constituency:

Search for the community member. See Searching for community members.
The Constits tab of the Community Maintenance window is displayed.
Click .
The Add Constituency window is displayed.
Select the constituency and the date the community member joined the constituency.
If required, select other information, for example related campus, start and end dates.
Click .
The community member is added to the user-defined constituency.

Note: You can add user-defined constituencies using the lookup table luConstituency. See Maintaining lookup tables in the System maintenance manual.

Add Constituency key fields

Field	Description
Constituency	Constituency code: Synergetic constituencies are prefixed with @ user-defined constituencies generally do not have a prefix. Note: You cannot assign a community member to a Synergetic constituency using the Add Constituency window.
Date Joined	Date the community member(s) is added to the constituency. Note: Defaults to today's date.
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: 20/12/2016 3:13:57 PM