Create a New Community Record in the Staff Client
To create a new community record in the Polaris staff client:
- Create a new community record using one of the following methods:
- Select File > New, press CTRL+N, or click the New button from the Polaris Shortcut Bar to access the New dialog box. Then, select Cataloging Objects, and select Community Record.
- Open an existing record in the Community Record workform, select File > New, and select Copy workform to copy all the information in the workform and give it a different name, or Clear workform to start with a blank workform.
- Enter information in the Community Record workform using the instructions in the following sections:
- Enter basic community information in the staff client
- Enter more community information in the staff client
- Enter a community event in the staff client
- Enter community social links in the staff client
- Enter community services in the staff client
- Enter community subjects in the staff client
- Designate a community representative
- Preview the PAC display of the community record. See Preview the community record from the staff client.
- Save the community record.