Add a new donor record

Main Page > User manual > Add/edit content > Add/edit donors > Add a new donor record

Add a new donor to the accession record

Donor dialog

1. In the 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 donor dialog. The dialog allows you to include the donor name and give an alternative contact person.
2. Once you have completed entering the donor information click on the "Submit" button to save and return to the accession record edit template.
3. 

   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.
4. If you choose to add another donor to the accession record, simply click on the "Add new" hyperlink and another donor dialog will open for data entry.
5. You need to click on the "Create" button in the button block of the accession record to complete adding a new donor.

Depending upon your workflow, you might want to add donors to ICA-AtoM during the accession process or you might want to add donors to ICA-AtoM as a separate process. The first approach is the easiest and most logical. The second approach requires you to create the donor and then add the donor to the accession record - this approach also requires that you have donors existing in the database, otherwise you cannot browse the list and "add a new" donor.

Add a donor

Manage menu with drop-down list

1. Navigate to the Manage menu and select "Donors" from the drop-down list.
2. 

   Browse menu for donors
   ICA-AtoM takes you to a Browse menu. Click on the hyperlink of an existing donor name.
3. 

   View donor record
   ICA-AtoM takes you to the view donor record screen. Click on the "Add new" button in the button block.
4. 

   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.
5. 

   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.