Involvements

Assigning Divisions¶

Each Involvement must belong (or be assigned) to at least one Division, but can be associated with multiple Divisions. A user must have either the OrgTagger or Admin roles in order to assign Divisions to Involvements using the Management View tab (Involvements > Manage > Search). However, any user with the Edit role can assign / manage Divisions for an individual Involvement.

Main Division¶

Whenever you see an Involvement in a list or in a tool-tip, the Division that is displayed is what we call the Main Division. This is also the Division that prints on roll sheets and other reports/exports.

The Programs and Divisions section on the Involvement page will display all of the Involvement’s Programs and Divisions. The Division at the top of the list is the Main Division.

Caution

Every Involvement needs to be assigned a Main Division.

Single Involvement¶

A user with both the Access and Edit roles can manage Divisions for one Involvement at a time.

Step 1

Go to the Involvement and click the information icon to the right of the Involvement name to display the Programs and Divisions.

Step 2

Click the Programs and Divisions to bring up the Division dialog box.

Step 3

Select the Add Division dropdown menu and select the Division you want to add. If that Division should be the Main Division for that Involvement, select blue arrow to move it to the top of the list.

If the Involvement no longer should be in the other Division, uncheck the box beside it.

Step 2

Select the Program / Division you want and click OK.

Multiple Involvements¶

A user must have Access role plus OrgTagger in order to make these changes for multiple Involvements. An Admin user can also manage Divisions for multiple Involvements.

Step 1

Go to Involvement > Search / Manage from the main menu.

Step 2

Filter for the Involvements that you want to manage.

Step 3

Select the Management View tab, and then select the Target Program and Target Division.

Step 4

Click the green Add button beside each Involvement you wish to add to that Program / Division.

After clicking Add, click the Make Main button to assign that Division as the main one for that Involvement.

Note

Add and Remove are actions. You are either adding to or removing from the Target Division. Also, every Involvement should have a Main Division.

Video: See a short video demonstration of creating a new Division and assigning Involvements to that Division.

You will want to read more about Programs / Divisions / Involvements and how they work together.

Involvement Types¶

You can use this same Management View to assign Involvement types to multiple Involvements. Follow the steps above to find the correct set of Involvements. Then select the Target Type and click the Apply to Filtered List button.