You can create a chapter based on an existing chapter. To do this, in the chapter list grid, select the chapter to edit. In the Actions column, click Click here to copy this chapter. The Copy screen appears. In the Chapter name field, enter a new chapter name. To return to the Chapters tab, click Save.
| 1. | Click New Chapter. |
The Chapter Editor: New Chapter screen appears.
| 2. | In the Chapter field, enter the name of your chapter site. For example, enter “Atlanta.” This field is limited to 40 characters. |
| 3. | In the Content Manager Roles frame, click Change to add a role for content managers. The Select Roles screen appears. |
Select the role to add and click Add. The role appears in the Select Roles box. Repeat this step to include additional roles for content managers.
To return to the Chapter Editor: New Chapter screen, click OK. For more information about roles, see Roles.
| 4. | Repeat Step 3 for the Data Manager Roles and the Member Roles frames. |
Before creating a Chapter Manager part, you must create queries for the member role in The Raiser's Edge. To appear in the Member Roles frame, the query must be selected in the Base role membership on a query field in Roles.
Tip: A Content Manager is responsible for tasks such as selecting templates, customizing Chapter Page Elements, and updating content. A Data Manager is responsible for tasks such as updating a member’s profile information and processing giving history information. A Member is a chapter site visitor. For more information, see Chapter Management Roles.
| 5. | To return to the Chapters tab on the Edit Part screen, click Save. |
| 6. | To preview the chapter’s home page, in the Actions column, click Click here to view this chapter’s home page. The designated Home Page appears. If the Content Manager for the chapter has edited the home page, his changes appear on the page. |
Tip: The chapter Home Page is selected on the Manager tab.
To close the preview page, click the X in the upper right corner.
| 7. | Click Save. You return to Parts. |