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The Registration Wizard walks you step-by-step through registering a person into a project. The types of fields you're prompted for may vary depending on how you start the Registration Wizard. For example, if you told it to add a Volunteer (role) while within a delegation, you won't be asked for the role or delegation.
Initial page - screen 1
Add placeholder (temporary) people |
When adding new people, VSys will create and add placeholder people. |
Show custom fields page for each person |
If any custom fields are defined for people, VSys will show you the Custom fields page for each person as you go through the Wizard. |
Options - screen 2
Delegation to receive this person |
When this person is added, indicates the delegation where he'll be added. |
Role of this person |
The role the person will be given in the project. |
Gender |
Only when adding placeholder people, the gender of the placeholder person that's created. |
Select person - screen 3
Use the standard Person lookup tool here to find the person you want to add, or create him from scratch.
Edit personal data - screen 4
Use the standard Profile editor here to update the entrant's personal information.
Changes made here are not saved until you click Finish at the end of the wizard.
Person availability and assignments - screen 5
Person is an alternate |
An alternate is someone who may or may not be coming. This option is more commonly used in GMS than in VSys. |
Bib # |
A number assigned to a person. Again, this option is more commonly used in GMS than in VSys. |
Availability |
Use this editor to define when and where the volunteer is available to work. You can define multiple availability ranges, even overlapping ones, to indicate the days and times. Note availability is global, not project-specific, and not specifying a location with the availability means that the person is available everywhere when they may have only volunteered for this specific event. |
Assignments |
If you know this person's assignments, you can enter them now. See Assign People to Jobs and Job Slots for more information. |
Project job preferences |
These job preferences are distinct from the person's global job preferences, if any. Enter here what the person wants to do in this project, with their most preferred at the top. |
Custom fields - screen 6
If you checked Show custom fields page for each person on the first page, this page lets you edit any custom fields associated with this person. Remember there may be more than one tabbed screen of custom fields to edit.
Finish
Gives you a quick summary of the person being added.
Run this Wizard again |
If checked, after you click Finish, VSys will save the data you've entered and then start the Registration Wizard back again at the Find People page. |