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Purpose
- Search/filtering capability
- Access to edit, delete and email records
- Customisation of output fields (standard fields only, not including custom fields)
- Data download/extract
Although the page gives a wide range of features, further customisation is possible by creating a Custom List. Please see the Custom List help topic for more information.
Go to Mode: Any* Menu: People -> Person List
* Except Website (SportzVault)
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Searching for people within your organisation
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Selecting output fields
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The output fields selector may be hidden. Click the Show/hide Output Fields heading to toggle the visibility of this area. |
You can display up to 20 columns of information. Make a selection from the Available Fields list by clicking the Add button. Fields in the Chosen Fields list may be removed by clicking the Remove button, and can also be re-ordered by clicking the Move Up or Move Down buttons.
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Displaying the list
Click the Display List button to search on the selected criteria, or to refresh the list at any time.
If any records have recently been transferred to your organisation, all fields except for the person name will be masked with an asterisk (*). These records cannot be viewed or edited for a period of 5 days after the transfer.
Notes:
- Long lists are broken up into pages - in this case each page of data can be accessed by clicking the page numbers which display at the bottom of the list.
- Sort any column by clicking the column heading.
- Records can be grouped by dragging the column heading to the top of the list. Ungroup by dragging the heading off the top of the list.
- 'In place' filtering of records can also be carried out by typing into the Filter List box at the top of the list, then pressing the _ Enter_ key. Clear the Filter List box and press Enter again to redisplay all records.
Downloading the list
To download the displayed data, click the Download data link which is located at the bottom of the list. You will be prompted to save the file on your local hard drive. The data is extracted as a tab separated values (TSV) file - that is, each data row is on a new line, and data fields are separated by tab characters. This type of file can be directly opened in most spreadsheet programs such as Microsoft Excel for further manipulation, or in any text editor.
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Editing/deleting/emailing
Depending on a number of factors including the User Roles that have been assigned to your login, you may be able to access these features.
Editing a record
- Select a record by clicking it
- To edit, either double click the record, or right click and select Edit Record
- The record will open for editing, you can also control whether it opens in a new window, and the active Edit tab by selecting the relevant options just above the list.
Deleting a record
- Select a record by clicking it
- Right click and select Delete Record
- Note - that it is not possible to delete a record if certain information has already been entered for it, e.g. a player cannot be deleted if he/she has played in matches. The system will prevent deletion in these cases.
Emailing
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Using default person list
- Go to Organisation/Competition Management/Participation Management >> People >> Person List
Here you are able to use all below filtering criteria such as role, sub-role, name, date of birth, gender, drilling down to child organisation's database and find for the one that meet your need.
- Select fields for displaying on the download list
- Scroll down the page and click on Download link
Using custom person list
- Go to Organisation or Competition >>People >> Custom Person Lists > Manage
- A Custom Person List must have been created to view first. Unlike the default list, this contains all additional information collected by the active organisation using Custom Person Field
- Scroll down the page to download in preferred format
Using person filter
- Go to Organisation or Competition >>People >>Person Filter
- A Person Filter must have been created to view first. It looks pretty much the same as default person list yet in shorter version because people who are shortlisted here meet a certain static or dynamic filtering criteria. The filter is saved in this place for future usage without having to sorting out again.
- Scroll down the page and click on Download link