| 1. | From The Education Edge, click NetCommunity on the navigation bar. The NetCommunity page appears. |
| 2. | In the View field, select “Unaccepted Transactions Only” and click Refresh to limit your view of transactions on the screen. |
If a category has information to download from Blackbaud NetCommunity, the category appears as a blue hyperlink. The number of transactions to process appears in parentheses.
| 3. | Click the Profile Updates link. The Process Profile Updates screen appears. |
| 4. | On this screen is a grid listing each user record with profile changes. To process a profile, double-click the row or select it and click Open Transaction. The Review Profile Updates screen appears. The primary record (the person whose profile transaction you opened) appears at the top of the list and his relations appear below with their relationship type in parentheses. If the primary record or its relations have updates to process, the name is hyperlinked. |
If the primary user entered any comments on his profile, these appear in the Notes for box in the bottom pane. To save the note to the primary record’s Notes tab, select a note type in the Note type field and click Save Note. You can also save the note multiple times as different note types.
Note: To close the transaction without saving unprocessed changes, click Close. The transaction remains in the grid on the Process Profile Updates screen so you can process any remaining data later. To close the transaction and discard any unprocessed updates, click Close Transaction. The transaction is removed permanently from the grid.
| 5. | Click a hyperlinked name in the list. The Review Profile Update screen appears. Depending on the profile information the user updated, several tabs appear on this screen: Biographical, Primary Address, Primary Business, and Attributes. You can process tabs individually or all at one time. |
Warning: We recommend that you review the Biographical tab first to verify that no changes were made that could affect processing on other tabs. For example, a father updates his profile because he is getting divorced. When you check the Biographical tab and see the marital status has changed, you know to be careful when processing information on other tabs, particularly address and contact information that may be shared with his relations.
Process Tabs Individually
| a. | Select the first tab to update. |
| b. | The grid lists the changes made to fields by the user in this profile section. |
The Field column displays the name of the field that changed.
The Changed from column displays the previous field value.
The Changed to column displays the updated field value. You can edit this value before processing.
Note: New table entries appear in bold. You can create a table entry in The Education Edge from this screen, or you can select an existing table entry in the Changed to column. To keep data consistent, it is important to try to use existing table entries.
The Education Edge Value column displays the field value currently saved to the record.
The Action column displays whether the field value was changed, added, or removed.
The Link? column displays whether the user’s phone information is shared. You can use this column to break sharing between records.
| c. | Select Process for each field to add or update on the The Education Edge record. If you clear Process for a field, that change does not download to the record. |
| d. | Click the update button for that tab, for example, Update Primary Address. If you processed all fields on the tab, the tab closes and opens to the next tab. If you left some fields unprocessed, you remain on the tab. To discard the remaining unprocessed fields, click Ignore Remaining and the tab closes and opens to the next tab. To later return to this tab to process the remaining fields, select the next tab. |
| e. | Repeat the steps a. through d. for the remaining tabs. In addition, the Primary Address tab has this extra option: |
If an address is shared in The Education Edge, Update Shared Address? appears, selected by default. You can clear this option to break address sharing between records.
| f. | After you process all tabs, if there are user records on the transaction that still need processing, the screen closes and you return to the Review Profile Updates screen. Click the next hyperlinked name in the list and repeat steps a. through f. until all records are processed. After all records on the transaction have been processed, click Close to return to the Process User Profile Updates screen. |
| 6. | To open the The Education Edge record for the user, select the row and click Open Record. For any fields you do not want to update, click Ignore Remaining. If you do this, be aware that any remaining data on the screen is rejected and can no longer download. This includes rows with the Process column selected or cleared. |
Process All Tabs At Once
| a. | Evaluate information in the Changed to and Changed From columns for each tab and make any necessary changes. |
| b. | Select the down-arrow on the update button and click Process All Tabs. If there are user records on the transaction that still need processing, the screen closes and you return to the Review Profile Updates screen. Click the next hyperlinked name in the list and repeat steps a. and b. until all records are processed. After you process all records on the transaction, click Close to return to the Process User Profile Updates screen. |
| 7. | On the Process Profile Updates screen, you can delete any transaction you do not want to process or that has an error. |
If a transaction has an error, the grid displays “<Error in transaction>.” You must delete an invalid transaction before you can process the next valid transaction in the grid.
| 8. | When you finish updating profile information, click OK. You return to the NetCommunity page in The Education Edge. |