CP - Role Builder

The Community Plus Role Builder program allows you to Add, View, Edit, Delete and Maintain a Role.

Roles are used to record other relationships that a person has with the school, e.g. Board members, Canteen Volunteers, Local Politicians, and VIPS. 

The 'List Builder' can then be used to add or remove people from mailing lists based on their roles.

To create a new 'Role', click the 'Add Role' button. 

Enter a 'Role Code' and a 'Description' and click the 'Save' button to record your entry or 'Cancel' to exit out of the screen.

Click the 'Edit' button to change a role description.

Click the 'Delete' button to remove a role.

To maintain the people that have been added to a 'Role' click the 'Maintain' action link. 

To remove a person from a Role, click the corresponding checkbox under the 'Remove' column and click the 'Save' button to record your changes. 

Click the 'Add' button to add people to a 'Role'.

Use the search criteria to filter and locate the people to add to a 'Role' and click the 'Search' button to execute.

Select the people to add to the 'Role' by clicking the corresponding checkboxes in the 'Add' column and click the 'Save' button to save your changes or the 'Cancel' button to exit out of the screen.

Extra details on a person's role such as 'From Date', 'To Date' and 'Comments' can be recorded during the 'Add' process or by using the 'Maintain' option at a later time.