Managing Skills / Interests from Individual Record

Once you have finished Adding, Editing, and Deleting Skills / Interests, you will want to assign those Skills to the people in your database. To assign multiple skills to one person's record, use the Skills / Interests tab on The Individual Record. (To assign several people to a particular Skill / Interest, see Managing Skills / Interests using the Assign Groups / Skills Screen instead.)

 

  • If the appropriate family/individual record is not open, bring it to the screen using Person Lookup, the Prior and Next buttons, or Using the Find Function.
  • Skills / Interests tab
    Click to view that individual's assigned Skills / Interests:



  • Assign Multiple Groups
    Clicking this dropdown will allow you to select and assign multiple Skills / Interests to one person quickly and easily, simply click the down arrow and checkmark the desired skills:

  • "Click here to add a new row"
    Click in the box to assign a single Skill / Interest to this person.

    • Note:
    The items in any list can be sorted either by the code or the description; the default is code for most fields. When viewing the list of codes and their descriptions, click on the header of the column by which you would like to sort the list (either the code or description) and a small, upward arrow will appear. This will automatically order your list by that column in ascending order. However, click once more and you will see that the column has reordered the list in descending order, with the arrow pointing downwards . The items will revert to being sorted by code when you navigate elsewhere in Church Windows.

  • Skill column
    Click the dropdown dropdown button to see the list of all the Skills / Interests in your system. Select the Skill / Interest you wish to assign to the individual.
  • Press tab to continue through the other fields (see below) adding any information you have until the row moves down to the lower portion of the screen.

    •
    • Level is a List field that you can use to indicate any additional information about this person’s skill or interest. You may then later create reports limited to only those with a certain level.
      For example, if the Skill / Interest is "Vocal Music", you could use the Level column to indicate what choir part they sing: S for Soprano, A for Alto, etc.
    • Comments is a Character field. There is no other standardization to the Comments area. You may use this for whatever comments you wish.
  • Continue to add any other Skills / Interests in the same way and simply navigate away when you have finished.

Un-assign Skills / Interests

To un-assign skills on one person's record, simply:

  • Click the skill that you wish to delete from this person's record so that the skill is highlighted.
  • Click the delete button  Delete button at the far right.
  • That skill will no longer appear on that person's record, and that person will not appear on lists for that skill.