Other Documents There are two additional Excel documents that are provided for you on the Upload Transactions screen. There is a link to each of them in brown lettering near the bottom of the page. To use one of these templates, click on the link of the template you want. This will open a File Download box from which you can open or save the file. To open the template directly, click “Open” in the File Download box. If you choose to open the template this way, be sure to save the file before closing it or it will be lost. To save the template without opening it, click “Save” in the File Download box. This will open a Save As box and allow you to save the file to any available location. To exit the File Download box without opening or saving a template, click “Cancel.” button To reset the fields in the “Upload File” section, click the “Clear” button. Maintain These screens allows a Committee to add new users, update details of existing users, assign roles to both new and existing users and add or update the roles of existing users. Figure 18.0: Maintain After you have logged in as a Committee, click the “Maintain Users” link on the main menu. This will redirect you to the Maintain Users screen. Edit Existing User’s Information Select the “Maintain Users” link from the Committee main menu. This will navigate you to a screen on which all existing users that this Committee has are listed. To edit an existing user’s information, click the (edit) icon that is on the line of the user. This will display the fields and check boxes for that user that were filled in when adding the user (those fields that were discussed in the above section). Make the desired changes and click the “Update User” button when finished. This will save the changes for that user in the system.
Other Documents There are two additional Excel documents that are provided for you on the Upload Transactions screen. There is a link to each of them in brown lettering near the bottom of the page. To use one of these templates, click on the link of the template you want. This will open a File Download box from which you can open or save the file. To open the template directly, click “Open” in the File Download box. If you choose to open the template this way, be sure to save the file before closing it or it will be lost. To save the template without opening it, click “Save” in the File Download box. This will open a Save As box and allow you to save the file to any available location. To exit the File Download box without opening or saving a template, click “Cancel.” button To reset the fields in the “Upload File” section, click the “Clear” button. Maintain These screens allows a Committee to add new users, update details of existing users, assign roles to both new and existing users and add or update the roles of existing users. Figure 18.0: Maintain After you have logged in as a Committee, click the “Maintain Users” link on the main menu. This will redirect you to the Maintain Users screen. Edit Existing User’s Information Select the “Maintain Users” link from the Committee main menu. This will navigate you to a screen on which all existing users that this Committee has are listed. To edit an existing user’s information, click the (edit) icon that is on the line of the user. This will display the fields and check boxes for that user that were filled in when adding the user (those fields that were discussed in the above section). Make the desired changes and click the “Update User” button when finished. This will save the changes for that user in the system.