Approved Workman Database
Info and Training => Videos => Topic started by: Rick Leffler on September 14, 2009, 09:36:53 PM
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While this video applies specifically to the Legacy database, much of the process also applies to the Cloud database's Windows App. Some differences do exist such as the layout of Club Names, Logos, Dues and Points grid and the arrangement of tabs.
This video demonstrates how you can split an existing club, T&T for example, into a T&T Boys club and a T&T Girls club.
http://www.approvedworkman.com/videos/SplittingAClubIntoBoysAndGirls.mp4
Here are instructions:
Go to Admin > Club Setup > Club Names, Logos, Dues and Points. Edit the Club Name field for the Base Club of Truth & Training from T&T to T&T Boys. Click Save. There will be an information dialog that says all records with a value of T&T will now be T&T Boys. This does include the girls also, but that is ok for now. Click OK.
Click on the "New Club" button. There will be a confirmation dialog asking if you are sure and suggesting alternatives in case you are just wanting to rename a club. Read the details and choose YES.
In the New Club setup dialog, type in the new Club Name, "T&T Girls", and select Truth & Training as the Base Club. Select the top radio button in the Club Calendar section and select T&T Boys as the club to copy dates and values from. Click "Create the new club" and when it completes, close window.
You will see the new T&T Girls club. You can right click on the T&T Boys logo, then copy and paste into the blank field of the T&T Girls club. Now you will have 2 clubs with a BASE CLUB of Truth and Training: T&T Boys and T&T Girls.
Click the tab for Club Assignments. The grade and gender determine where clubbers are assigned. For the Females in grade 3, 4, 5, and 6 select T&T Girls from the club name drop down list. [The boys should already be assigned correctly based on the name change.] There will be a confirmation that indicates how many clubbers were changed for each record.
Any leaders that were assigned to T&T are now assigned to T&T Boys, so for leaders who are serving in T&T Girls, the role information will need to be changed on the member form.