Editing People

Editing people’s details in Elvanto is straightforward. Here are a few ways to do it:

Search & Edit

  1. Navigate to the Admin Area: Go to the People tab.
  2. Search for the Person: Use their name to find them.
  3. Edit Details: Click on their name to access their details, department, and demographics on the edit tab.
  4. Update Family Information: Change to the family tab if you want to update their family or access family member’s information.
  5. Save Changes: Ensure you have permission to edit their details, make the changes, and click Save.

Handling Duplicates

  1. Identify Duplicates: Look for duplicate entries.
  2. Merge Duplicates: Use the merge feature to combine duplicates while selecting which information to keep.
  3. Follow Instructions: Refer to the step-by-step walkthrough provided in the link for detailed instructions.

Self-Editing Options

Allowing members to update their own information is convenient. Here are two ways to enable self-editing:

Forms

  1. Create a Form: Send out a form to all users, asking them to check and update their details.
  2. Set Up Admin Permission: Forms can be set up to require admin permission before updating details.
  3. Send Reminders: Forms can be sent with reminders for members' convenience.

Member Updates

  1. Enable Member Editing: Update your system settings to allow members editing privileges (or ask a system admin to do so).
  2. Embed Forms: Embed your form into a page in the member area for easier access.

Member Updates vs. Forms

  • Forms: Can require admin approval and can be sent with reminders.
  • Member Updates: Allow members to directly update their information without needing forms.

Editing En Masse

For large changes, use the mass manage feature to update multiple profiles at once.

  1. Perform an Advanced Search: Include all people from the surrounding suburbs (learn how to perform an advanced search at the provided link).
  2. Select All: Use the select all button at the top left of the list, then deselect anyone you don’t want to update.
  3. Perform Mass Manage: Update the selected people’s location or other details using the Mass Manage feature.

Refer to the provided link for detailed instructions on performing a Mass Manage.

Conclusion

Using these methods, you can efficiently manage and update people’s details in Elvanto, ensuring your records are always up-to-date.