CAA Product Help

(HELP ?) Circles provide narratives on Training, Explanations, and Hints. These can be related to the overall screen, or to specific items on the screen.

This (HELP ?) Circle narrative is for the "PEOPLE VIEW" Screen or the Display Panel in OutreachLink.

General Screen Layout in OutreachLink:

- Product Bar OutreachLink

- Operation Bar People View, Alternate View, Team Members, Groups, Report, Options, Support Ticket, Logout

- Information Bar displays based upon which "Operation Bar" Tab is selected

- Navigation Panel displays a Display Panel or ROW/COLUMN Form depending upon which "Operations Bar" Tab is selected

When you login to the OutreachLink Administrator module, the default ROW/COLUMN Form will be shown on the "PEOPLE VIEW" Screen. It will show all contact records in the database.

Navigation Panel:

At the top of the Navigation Panel , your church name will appear.

Following that will be the various navigations and functions pertaining to the selected "Operations Bar" Tab and the corresponding screen being displayed.

At the bottom of the Navigation Panel will be the CAA Copyright Notice.

Display Panel:

This section is the ROW/COLUMN Form area of the screen. It is located immediately under the Operation Bar and Information Bar , and just to the right of the Navigation Panel .

When the Operation Tab is set to:

- "People View" tab or "Alternate View" tab, this is where individual contact records from the database are displayed for you to see and use.

- "Team Members" tab and "Groups" tab also use the ROW/COLUMN Form style of display screen.

- "Report" tab uses a "report data selection" style for running reports.

- "Options" tab directs you to another menu screen where you find the setup options for configuring categories, classifications, results, and custom fields.

- "Support Ticket" tab directs you to the CAA support screen where you can submit questions and report problems to CAA.

- "Logout" logs you out of the system and directs you to a fresh Login screen.

Here are some other features regarding the ROW/COLUMN Form area of the screen:

"¢ The people (contact records) shown in the ROW/COLUMN Form are considered to be "active records". For ease of use, the records are displayed in a "spreadsheet style" layout. Each person is on a separate row, and the person's data is shown in the columns for that row.

"¢ The number of active records shown in the ROW/COLUMN Form is a configurable option that the MasterAdmin can change in the Configuration File. It is typically set at 50, 100, or 150 records per page, and the [NEXT] [BACK] [FIRST] [LAST] Buttons are provided for scrolling through the records when more are active than can be displayed on the screen.

"¢ If you use the "SEARCH" Hyperlink function to choose specific contact records to be "active records", only those will display in the ROW/COLUMN Form.

"¢ To activate all records again (allowing all records to be displayed in the ROW/COLUMN Form), click the "RESET" Hyperlink function at the top of the Navigation Panel just above the "SEARCH" Hyperlink.

"¢ If the column header has an "Up Arrow" and "Down Arrow" next to the column title, it means you can sort the active records in the ROW/COLUMN Form using the values in that column. "Up Arrow" sorts into ascending sequence, and "Down Arrow" sorts the active contact records into descending sequence.

"¢ If the column header has the "Two Circular Arrows" Symbol next to the column title, it means you can customize the ROW/COLUMN Form by toggling between two or more uses for the column.

For example, on the "PEOPLE VIEW" Screen, the "FOLLOW-UP DATE" Column can be toggled to become the "REMINDER DATE" Column. Also the "CATEGORY" Column can be toggled to become the "ID CLASSIFICATION" Column. You can toggle back and forth between the two.

Here is an overview of each column on the: "PEOPLE VIEW" Screen. The other Display Panel screens will have similar columns.

Select Column:
This column offers "highlighting" Checkboxes. When you click a Checkbox, that row is highlighted. You may highlight one or more rows. This feature is provided as a convenience if you need to focus on certain rows of records (focus on certain people).

There are also special buttons above and below the "SELECT" Column that you can use to retain or exclude highlighted rows. In effect, this removes the records you do not want to see, leaving as active records only those you do want to see and use.

FirstName LastName Column:
This column shows the first name and last name of the person identified in the contact record. This column is also the default sorting column for all records displayed in this ROW/COLUMN Form.

Each row in the display is an active contact record. Using the "Up Arrow" and "Down Arrow", you can sort the ROW/COLUMN Form active records by first name ascending or descending, or by last name ascending or descending.

Visit Date Column:
This column shows the date this person visited your church when the person was first entered into the system.

Follow-Up Date Column:
This column shows the follow-up date for the person displayed in the ROW/COLUMN Form row, if one has been entered.

** Note: This column is a toggle column and has a dual usage. You can toggle it in the heading to see the Reminder Date if one has been entered.

Category Column:
This column shows the categories assigned to the person displayed in the ROW/COLUMN Form row.

** Note: This column is a toggle column and has a dual usage. You can toggle it in the heading to see the ID Classifications assigned to this person.

Status & Progress Column:
This column shows the Status indicator and the Progress indicator of the person displayed in the ROW/COLUMN Form row.

Status Date & Notes Column:
This column shows the status date for the person displayed in the ROW/COLUMN Form row. If this contact is "checked out" for follow-up, the Status Date will be the date of check-out. Otherwise it will show as N/A.

If you "mouse over" the "NOTES" Hyperlink, you will be able to read the most recent Note entered about this person. To read all Notes, you will have to View the Document or Modify it.

View Column:
This column shows the "VIEW DOC" Hyperlink and the "VIEW HISTORY" Hyperlink for the person displayed in the ROW/COLUMN Form row.

Modify Column:
This column shows the "MODIFY" Hyperlink for the person displayed in the ROW/COLUMN Form row. Clicking this will take you to their Display Panel "PROFILE" Screen where you can enter updates about the person.

Delete Column:
This column allows you to delete existing contact records. Use the Checkboxes to identify the people you want to remove "" meaning you want to delete them from the system. Click the Checkbox to turn it on for any contact record you wish to delete. Then scroll to the bottom of the screen and click the [DELETE CHECKED DOCUMENTS] Button.

** Note: The people are sometimes referred to as Contacts, sometimes as Documents. Deleting a person will delete their contact information and all associated documents related to that person.

** Warning: Deleted contact records (which means deleted people) disappear from the database and cannot be recovered. They are gone! Please be careful when deleting contact records from the system. Instead, you could change their status from "Available" to something else appropriate and keep them.

"CAA Product Help" from CAA Ministries at Support@CAAsoftware.com or 404-551-4230

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