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With this quick posting, you can update information about legal requirements (such as Sensitivity Training) to multiple records. Make sure you've added keywords in the Requirement Descriptions list. Legal requirements display in the Safe Environment window.

In the Members & Constituents navigation pane, click Quick Posting > Safe Environment - Legal Requirements. Select whether you want to use automatic updating or individual entry.

 

 To post legal requirements automatically
  1. Select the automatic updating method option, and click Next.
  2. If you included fund selections, select the funds to use to filter the list. Click Next.
  3. Select which records you want to build a list of members, then click Next.
  4. To assign different legal requirements for each member, select the first option. Or, to assign the same information to your entire list, select the second option, and enter the information.
  5. If you assign the same values, select whether to add a single description or to use a template.
  6. Click Next.
  7. Review your list. If needed, add or edit any legal requirements information.
  8. When you're ready to post to the selected records, click Next.
  9. To post, click Finish.
 To post legal requirements individually
  1. Select the individual entry method option, and click Next.
  2. Select whether to add a single description or to use a template.
  3. Enter information for the legal requirement, select a member, and click Add Member to List. Repeat this for each member you want to update. When you're finished, click Next.
  4. Review your list. If needed, add or edit any legal requirements information.
  5. When you're ready to post to the selected records, click Next.
  6. To post, click Finish.


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