How to view or update details in a staff member's family directory record
1. In the Administration module, select the Manage Staff tab to see the Administration Staff List.
2. Click the edit icon (left of staff person's name) to open their Member Details in Family Directory.
3. To edit/update their Member Details, click blue Edit Details button (bottom of record).
- The record opens in edit mode, enabling you to make changes to the fields
- See Field Descriptions for Member Details for descriptions of the fields
4. Updates can be made by clicking your cursor in any field. Advance from field-to-field with the Tab key.
5. To close record, or save edits/updates, click:
- Save to save changes to the database. The record remains in edit mode for continued editing
- Save & Close to save changes and exit the Family record; returning to the Administration Staff List
-
Close to exit the record and return to the Staff List.
- Follow prompt to either cancel updates (Close & Lose Changes) or save them (Continue Editing)
- Cancel to exit the record if no changes were made.
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