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How to Update a Members Information!

Registrar's now have been given access to the Users Table within the District IV Website. This is where all the individual User Information is maintained.

Registrars now also have a new capability - to visually compare a Members Demographic Info (Address, Phone, E-Mail) and allow you to selectively update this data from the Members Bonzi RM Database to the District IV User Database.

1. You may wish to update an individual's contact information (Address, Phone #, e-mail address)
2. You may wish to identify this indivudal as a Coach, Assistant Coach, Manager or Team Trainer so you can add them to a particular Team Staff.

Things you may not change in this Table.

1. Members Legal Name
2. Members Date of Birth (DOB)
3. Members RMA # or RMA Status

You CANNOT delete an individual record from this Table!

How to Update an Individual's Information!

1. Select Registrar: Users

   You will now see listing of the Users Table

   

2. Enter the Last Name of the individual you wish to locate in the block above Name {i.e. Doe} and Click on Show

   The system will now display a list of any users that match the name or portion of the name you entered above.

   

3. To open the record for a particular user, simply click on the number in the # Column for the individual you desire {i.e. 8597 for John Doe}:

   The system will now display that individuals Record for you to view and/or edit. Note that the information is displayed in a Tabular Format (i.e. Personal, Biography, Emails, Password, Phones, Photos, Questions, Registrar, All).

    

   

4. To make this individual's name appear in a Drop Down list as a Coach, Assistant Coach, Manager or Trainer for populating a Team Staff, first Click on the Registrar Tab and them simply place a Check Mark in the applicable box in the line identified a

   You may check as many of these as you need to properly identify the Authorities this individual should have.

    

   

5. To capture the updates/edits you have made, simply Click on Update at the bottom of the screen.

   The system will respond with a message at the top of the screen that states Users Entry #xxxx has been Updated

   Ensure that for each Tabular Section in which you desire to Update some data, you click on Update at the bottom of the screen to ensure the new/updated data is captured.

   

6. If you do not wish to make the changes, simply click on any other menu item and none of the changes you made will be saved.

    

    

   

How to Update an Individual's Demographic Information from Bonzi! This is a New Feature for 2010

Note - This feature has been mechanized by Bonzi to view/obtain the Users Demographic Info only from the Bonzi RM Database. Therefore it will only function for those Users with an RM Clearance.

1. Select Registrar: Users

   You will now see listing of the Users Table

   

2. Enter the Last Name of the individual you wish to locate in the block above Name {i.e. Stephenson} and Click on Show

   The system will now display a list of any users that match the name or portion of the name you entered above.

   

3. To utilize the Compare the User Table Data feature for an individual, click on the Green Compare Icon in the Action Column for the member you wish to view

    

   

4. You will now be presented with the Compare Data Screen for the User selected

   Note that in this display, I have blanked out all DOB & RMA Date information to protect Mr. Stephenson's privacy.

   Also note that None of the Name or RMA data will be able to be updated via this screen. You can only Demographic Info (i.e. Address, EMAIL, Phone) from the Address1 line and below. Also note that only those data fields that are not an exact match have the check box to allow you to select that field for propagation..

   

5. You can now select which if any data that is different to propagate from the Bonzi Data (depicted in the middle column) to the D4 User Table (depicted in the right hand column)

   Note - only those data fields that have different information can be propagated. Simply click on the small box in that data field (Check the Box) to select that data for propagation.

   When ready, click Propagate to actually propagate the selected Bonzi Data into the D4 User Table.

   

6. If you do not wish to propagate any data, simply click on any other menu item and none of the changes you made will be saved. (i.e. Click on Registrar: Manage Users )

    

    

   

7. Had you selected an Individual that does not have a Risk Management Clearance, you will see the following display. To continue, simply click on any other menu item (i.e. Click on Registrar: Manage Users ) to start over.

    

   

8. Otherwise, if you click on Propagate , the screen will update and show you the results of the propagation.

   Note - only those data fields that were selected for propagation have been updated.

   

9. To continue updating User Information, simply return to Step #1 above. Otherwise, exit by selecting any other Menu Option.

This Concludes the FAQ on "How to Update a Members Information!"