Community Record Workform

The Community Record workform includes the following tabs: Profile, More info, Events, Social, Services, Subjects, Organization Rep, Preview, and Statistics. After a community record is created, a staff member can designate a patron as a community representative who can update and modify the record from the Polaris PowerPAC.

Use the Community Record workform to:

Enter or modify the following community profile information:

• Basic information - Select the Profile tab of the Community Record workform. See Enter basic community information in the staff client.

• Additional information - Select the More info tab. See Enter more community information in the staff client.

• Events - Select the Events tab. When you enter a new event, an Event record is created. See Enter a community event in the staff client.

• Social information - Select the Social tab. See Enter community social links in the staff client.

• Subjects information - Select the Subjects tab. Click the New subject button to open the Add a new subject dialog box. See Enter community subjects in the staff client.

• Organization representative’s information - Select the Organization Rep tab. See Designate a community representative.

Preview how the community record displays in Polaris PowerPAC - Select the Preview tab. See Preview the community record from the staff client.

View the community record’s statistics - Select the Statistics tab. See View community record statistics in the staff client.