Setting up a census
- From the Manage ribbon, click Census.
Alternatively, select New from the Home ribbon, select the Other tab and select the Census icon.
The Censuses - All dialogue box will display any census activities that have been set up.
- Census Columns - you can modify the columns displayed for the census.
Right-click a column header and select Format Columns.
See Customising the list pane.
The available columns are:
- Name - census name
- Location - Location set for the census
- Start Date - starting date of the census
- End Date - date the census was completed
- In Progress - displays if the census is in progress or not
- Records at Start - number of records counted for the selected Location at the start of the census
- Records at End - number of records counted for the selected Location at the end of the census
- Records not Marked - number of records not moved during the census period.
- Census Columns - you can modify the columns displayed for the census.
- Right-click and select New Census.
The Census - New dialogue box appears.
- Fill in the details for Census tab:
- Description - the name you give the census, for example, date and organisation name
- Location - the census will base its recording on what happens in a specified Location.
Selecting an Organisation Location type will include Organisations, Positions and Persons within that Location.
Ensure that the Record Types used by the Location have Track During Census selected on the Defaults page to allow records within that Record Type to be included.
- Start Date - the census will commence on the date and time you specify here
- (Optional) Fill in details for Filter tab. See Setting up a search criteria.
- Click OK.
NOTE:
If a user does not have Can Use permission to a particular Location, they will not be able to change the Record's Assignee Location using a barcode scanner.
This will affect a census team member if they are attempting to scan the records held by a selected Location.
Related information