ChildFund POC Proof of Concept ScenariosLesson 1: Enrolling a Child

Lesson 1: Enrolling a Child

Create a New Account Record for the Family

Create a New Account Record for the Family

1. Go to the 'Accounts' tab in the top frame of the page.

2. In the Recent Accounts area of the page, click the 'New' button.

3. Select the 'Family' Account Record Type.

4. Click the 'Continue' button.

Enter all Familial Related Information

Enter all Familial Related Information

1. Fill in all required and relevant information.  Refer to the Data Sheet for the exact information to be entered.

2. Click the 'Save' button (located at the top or bottom of the page).

Create a New Contact record for the Child

Create a New Contact record for the Child

1. From the family account record, navigate down the page to the 'Contacts' related list.

2. Click the 'New Contact' button.

3. Select the 'Beneficiary' Account Record Type.

4. Click the 'Continue' button.

Enter all Child Related Information

Enter all Child Related Information

1. Fill in all required and relevant information.  Refer to the Data Sheet for the exact information to be entered.

2. Click the 'Save' button (located at the top or bottom of the page).

Create Attribute Records for the Child

Create Attribute Records for the Child

1. From the child contact record, scroll down the page to the 'Attributes' related list.

2. Click the 'New Attribute' button.

3. Select the 'Child Attributes' Attribute Record Type.

4. Click the 'Continue' button.

Enter all Attribute Related Information

Enter all Attribute Related Information

1. Fill in all required and relevant information.  Refer to the Data Sheet for the exact information to be entered.

2a. Click the 'Save' button to add a single attribute.

- OR -

2b. Click the 'Save & New' button to enter multiple attributes.  If entering multiple attributes, be sure to select the correct record type as defined in the previous step.  Be sure to click the 'Save' button on the last attribute.

3. Navigate back to the child contact record by clicking the hyperlink with the child's name.

Add Child to Project

Add Child to Project

1. From the child contact record, scroll down the page to the 'Projects' related list.

2. Click the 'New Project to Beneficiary' button.

3. Select the 'Child Beneficiary' Record Type.

4. Click the 'Continue' button.

5. Use the lookup icon to search and select the Project.  Refer to the Data Sheet for the exact information to be entered.

6. Click the 'Save' button.

7. Navigate back to the child contact record by clicking the hyperlink with the child's name.

Submit for Approval

1. Go to the top of the child's contact record and click the 'Submit for Approval' button.

2. A confirmation message will appear, click the 'OK' button to continue.

Choose an Approver

Choose an Approver

1. Use the lookup icon to search and select the Next Approver.  Refer to the Data Sheet for the exact information to be entered.

2. Click the 'Send to Next Approver' button.

Confirm Record is Locked

Go to the top of the child's contact record and confirm that the record is locked which is indicated by a lock image and the 'Unlock Record' button.

0 Comments

Add your comment

E-Mail me when someone replies to this comment