Add a new donor record - Revision history

Jessica: /* Add a new donor to the accession record */

2011-12-09T00:17:09Z

Add a new donor to the accession record

Jessica: /* Add a new donor to the accession record */

2011-12-09T00:14:37Z

Add a new donor to the accession record

Jessica: /* Add a new donor to the accession record */

2011-12-09T00:10:46Z

Add a new donor to the accession record

Jessica: /* Add a new donor to the accession record */

2011-12-09T00:09:52Z

Add a new donor to the accession record

Jessica: /* Add a new donor to the accession record */

2011-12-09T00:08:58Z

Add a new donor to the accession record

Jessica: /* Add a new donor to the accession record */

2011-12-09T00:08:18Z

Add a new donor to the accession record

Jessica: /* Add a new donor to the accession record */

2011-12-09T00:05:17Z

Add a new donor to the accession record

Jessica: /* Add a donor */

2011-12-08T23:58:33Z

Add a donor

Jessica: /* Add a donor */

2011-12-08T23:56:37Z

Add a donor

Jessica: /* Add a donor */

2011-12-08T23:55:20Z

Add a donor

@@ Line 13: / Line 13: @@
 #You need to click on the "Create" button in the button block of the accession record to complete adding the new donor.
 #[[File:viewdonoraccession.png|500px|right|thumb|View the donor hyperlink in the related accession record]]ICA-AtoM will take you to a view accession record screen and the related donor name should be hyperlinked under the donor area.
+#[[File:BrowseDonor.png|500px|right|thumb|Browse donor list]]You can also navigate to the Browse donor screen and see your new donor's name in the list.
 </div>

@@ Line 12: / Line 12: @@
 #[[File:addnewdonor.png|500px|right|thumb|Add new donor record by selecting hyperlink "Add new" or edit existing donor record using pencil icon or delete existing donor record with x icon.]] If you choose to add another donor to the accession record, simply click on the "Edit" button in the button block and select the Donor/Transferring area. Click on the "Add new" hyperlink and another [[Glossary#Donor dialog|donor dialog]] will open for data entry. You can also choose to edit the existing donor record by selecting the "pencil" icon. Add an additional donor and click on the "Submit" button.
 #You need to click on the "Create" button in the button block of the accession record to complete adding the new donor.
 </div>

@@ Line 10: / Line 10: @@
 #Once you have completed entering the donor information click on the "Submit" button to save and return to the [[Glossary#Accession record|accession record edit template.]]
 #Click on the "Create" button in the accession record button block to save the donor record and the accession record.
-#[[File:addnewdonor.png|500px|right|thumb|Add new donor record by selecting hyperlink "Add new" or edit existing donor record using pencil icon or delete existing donor record with x icon.]] If you choose to add another donor to the accession record, simply click on the "Edit" button in the button block and select the Donor/Transferring area. Click on the "Add new" hyperlink and another [[Glossary#Donor dialog|donor dialog]] will open for data entry. Add an additional donor and click on the "Submit" button.
+#[[File:addnewdonor.png|500px|right|thumb|Add new donor record by selecting hyperlink "Add new" or edit existing donor record using pencil icon or delete existing donor record with x icon.]] If you choose to add another donor to the accession record, simply click on the "Edit" button in the button block and select the Donor/Transferring area. Click on the "Add new" hyperlink and another [[Glossary#Donor dialog|donor dialog]] will open for data entry. You can also choose to edit the existing donor record by selecting the "pencil" icon. Add an additional donor and click on the "Submit" button.
 #You need to click on the "Create" button in the button block of the accession record to complete adding the new donor.

@@ Line 10: / Line 10: @@
 #Once you have completed entering the donor information click on the "Submit" button to save and return to the [[Glossary#Accession record|accession record edit template.]]
 #Click on the "Create" button in the accession record button block to save the donor record and the accession record.
-#[[File:Addnewdonor|500px|right|thumb|Add new donor record by selecting hyperlink "Add new" or edit existing donor record using pencil icon or delete existing donor record with x icon.]] If you choose to add another donor to the accession record, simply click on the "Edit" button in the button block and select the Donor/Transferring area. Click on the "Add new" hyperlink and another [[Glossary#Donor dialog|donor dialog]] will open for data entry. Add an additional donor and click on the "Submit" button.
+#[[File:addnewdonor.png|500px|right|thumb|Add new donor record by selecting hyperlink "Add new" or edit existing donor record using pencil icon or delete existing donor record with x icon.]] If you choose to add another donor to the accession record, simply click on the "Edit" button in the button block and select the Donor/Transferring area. Click on the "Add new" hyperlink and another [[Glossary#Donor dialog|donor dialog]] will open for data entry. Add an additional donor and click on the "Submit" button.
 #You need to click on the "Create" button in the button block of the accession record to complete adding the new donor.

@@ Line 10: / Line 10: @@
 #Once you have completed entering the donor information click on the "Submit" button to save and return to the [[Glossary#Accession record|accession record edit template.]]
 #Click on the "Create" button in the accession record button block to save the donor record and the accession record.
-#[[File:addnewdonor|500px|right|thumb|Add new donor record by selecting hyperlink "Add new" or edit existing donor record using pencil icon or delete existing donor record with x icon.]] If you choose to add another donor to the accession record, simply click on the "Edit" button in the button block and select the Donor/Transferring area. Click on the "Add new" hyperlink and another [[Glossary#Donor dialog|donor dialog]] will open for data entry. Add an additional donor and click on the "Submit" button.
+#[[File:Addnewdonor|500px|right|thumb|Add new donor record by selecting hyperlink "Add new" or edit existing donor record using pencil icon or delete existing donor record with x icon.]] If you choose to add another donor to the accession record, simply click on the "Edit" button in the button block and select the Donor/Transferring area. Click on the "Add new" hyperlink and another [[Glossary#Donor dialog|donor dialog]] will open for data entry. Add an additional donor and click on the "Submit" button.
 #You need to click on the "Create" button in the button block of the accession record to complete adding the new donor.

@@ Line 9: / Line 9: @@
 #In the [[Glossary#Accession record|accession record]] edit page, open the Donor/Transferring body area and you click on the "Add new" hyperlink. A dialog will pop-up and you can enter the names and contact information for related donors using the [[Glossary#Donor dialog| donor dialog]]. The dialog allows you to include the donor name and give an alternative contact person.
 #Once you have completed entering the donor information click on the "Submit" button to save and return to the [[Glossary#Accession record|accession record edit template.]]
-#[[File:EditDonor.png|500px|right|thumb| Edit donor record using pencil icon or delete with x icon.]]You have the option to edit the donor information that you just entered by clicking on the Pencil Icon or delete the donor information you just entered by clicking on the X icon.
+#Click on the "Create" button in the accession record button block to save the donor record and the accession record.
-#If you choose to add another donor to the accession record, simply click on the "Add new" hyperlink and another [[Glossary#Donor dialog|donor dialog]] will open for data entry.
+#[[File:EditDonor.png|500px|right|thumb| Edit donor record using pencil icon or delete with x icon.]] If you choose to add another donor to the accession record, simply click on the "Edit" button in the button block and select the Donor/Transferring area. Click on the "Add new" hyperlink and another [[Glossary#Donor dialog|donor dialog]] will open for data entry. Add an additional donor and click on the "Submit" button.
-#You need to click on the "Create" button in the button block of the accession record to complete adding a new donor.
+#You need to click on the "Create" button in the button block of the accession record to complete adding the new donor.
 </div>

@@ Line 32: / Line 32: @@
 #[[File:ViewDonor.png|500px|right|thumb|View donor record]]ICA-AtoM takes you to the view donor record screen. Click on the "Add new" button in the button block.
 #[[File:blankeditdonor.png|500px|right|thumb|Blank edit donor template]]ICA-AtoM takes you to the blank edit donor screen, ready for data entry. Enter the new donor name and select "Add new" under the contact area to enter contact information about your new donor. Click on the "Submit" button and ICA-AtoM returns you to the edit donor screen. Select "Create" to save the new donor information.
-#[[File:adddonorname.png|500px|right|thumb|Select donor name from drop-down list.]]The new donor record is saved and can be added to a new or existing accession record by selecting the "Add new" hyperlink under Donor/Transferring body area and selecting the donor name from the drop-down list in the Name field.
+#[[File:adddonorname.png|500px|right|thumb|Select donor name from drop-down list.]]The new donor record is saved and can be added to a new or existing accession record by selecting the "Add new" hyperlink under Donor/Transferring body area and selecting the donor name from the drop-down list in the Name field. Remember to click on the "Submit" button after selecting the donor name and adding any additional contact information.The final step is to Save the accession record. Your donor record will now be linked to an accession record.