Approved Workman Database 5.9 - User Guide

The Leadership Roles Dialog

The Leadership Roles Dialog

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The Leadership Roles Dialog

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From the Main tab of a leader's Member Record, right click on the Leadership Roles grid and select Open the Roles Dialog.  This dialog shows the assigned roles for the current club year. Roles can be added or deleted using the buttons on the toolbar. Existing roles can be edited directly in the grid.

LeaderRolesDialog

To add a role record, click the New button. A new row will be added to the grid. Directly enter the following fields:

Leadership Role - selection options are determined by Admin > Generic Lookups > Leadership Roles.
Club Name, Team Color, Team Name - Club Name and Team Name selection options are determined by Admin > Club Setup records.
Primary - indicates which role is primary (if more than one is listed).  If a leader serves in multiple clubs on the same meeting day, only one club assignment should be designated as Primary.  However, if a leader serves in multiple clubs that meet on different days, one club assignment per meeting day should be designated as Primary.
Meeting Day - populated automatically based on the settings under Admin > Club Setup > Club Names, Logos, Dues and Points.