Cleaning the Active Docent List

Occasionally, the Active Docents constituency will need to be updated in Altru. Get an updated list of docents from Manager of Docents & Tours to compare.

1. Open Altru
2. Under the Analysis tab click on Information library
3. Under all queries search for Active Docents
4. Click the yellow alert line to view results
5. Double click on the first name to view their information
6. Check the name against your list, click the Personal Info tab and then Constituencies
7. Here you can delete the Active Docent constituencies tag if they are no longer a docent
8. Repeat steps 4 -6 until the list is clean.
9. Next add new Active Docents
10. First search for their name under constituent search
11. If found go to personal info, Constituencies, click the green add/plus sign
    1. Select User-Defined
    2. In the drop down, menu select Active Docent
    3. Click save
12. If not found, create a new constituent and then complete steps 11a-c