Working With People in a Project

Getting started

This section covers working with people who are already registered in a project.

See lists of people in a project by first opening a project and then clicking on either See all people in (project name) from the Data entry/registration panel, or by clicking on a delegation's name from the Delegations panel.

Linked Graphic

Clicking on a column header, e.g. Role, will re-sort all of the people on the list by the value in that column.

Under Filter by role, each role shows next to it the number of people in the project who have that role. If any scratched people have that role, that count shows in parenthesis, and scratched people don't show in the count.

Tools

On the left side of the screen.

Filter by role	Restricts the people who show here to those in a specific role.
Filter by list	Only shows on-screen the people who are also on a list that you select.
Add entrants	Shows the Registration Wizard to add new people to the project with the role you specify.
Show/hide checkboxes	Shows or hides a checkbox next to every person on the list. Use these checkboxes to select multiple people at once for some operations.
Refresh list of entrants	Since multiple people can be working in a project at the same time, and others may be making changes, click this link to reload the list of people from the database to see the most current list.
Add placeholder people	Adds placeholder people in bulk.

On the right-click menu

Right-click on a person to work with that individual or all selected people.

Add		Adds a new person to the project using the Registration Wizard.
View		Opens this person in read-only mode.
Edit		Edits this person in the Profile Editor.
View calendar		Shows the person's schedule in a read-only monthly calendar view.
See tracked changes		Shows all changes made to this person. This is only visible if tracing is enabled.
This entrant	Send a letter	Uses the mail merge engine to merge this person with the letter you select.
	Mark as checked-in	Marks this person as checked-in or not checked-in.
	Scratch	Scratches/un-scratches this person.
	Change to an alternate	Marks this person as an alternate or a non-alternate.
	Change delegation and/or role	Lets you move this person to another delegation, role, or both.
	Copy name and address to the clipboard	Copies the name and address of this person to the clipboard. This is handy for pasting into other documents.
	Delete	Deletes this person and his/her assignments and job preferences from the project.
Comments and images		Pictures and comments for the selected person.
Selected entrants	Change delegation and/or role	Moves the selected people to another delegation, changes their roles, or both.
	Send a letter	Uses the mail merge engine to merge the selected (checked) people with the letter template you select.
	Print mailing labels	Prints basic mailing labels for the selected people.
	Mark as checked-in	Marks all selected people as checked-in.
	Mark as not checked-in	Marks all selected people as not checked-in.
	Scratch	Scratches all selected people.
	Un-scratch	Un-scratches all selected people.
	Set as alternate	Marks all selected people as alternates.
	Set as not alternate	Marks all selected people as not alternates.
	Delete	Deletes all selected people from the project along with their assignments and job preferences. Note: this does not delete the people themselves from VSys.
	Add entrants to list	Adds the selected people to a list.
	Remove entrants from list	Removes the selected people from a list.
Select	All/None/Reverse	Checks all, none, or reverses the checkboxes on all people on the list.
Add to list		Adds this individual person to a list.
Remove from list		Removes this individual from a list.

In This Section

Project-specific Profile Editor Settings