Zip Code Management Tool

Transcription

1 Version 1 Zip Code Management Tool This tool is only available for Area Directors, Multi-Area Directors, State Directors, Vice-Presidents of Field Ministry and their respective Administrative Assistants. Correctly associating staff with specific zip codes will allow people using the search function on to more quickly find the staff person in their are Future tools, reports and resources for staff will be able to be built around this as well. You can do the following tasks with the Zip Code Management Tool. Change the Name of an Existing Group Change the Primary Staff Assigned to a Group Add Additional Staff to A Group Add Zip Codes to Groups Download An Export of All Zip Codes In A Group Add A New Zip Code Group PLEASE NOTE: A single zip code can only be associated with a single Zip Code Group. If you add it to a group it will be removed from the existing group. Logging In & Getting Started 1. Login to FCAOne from Teamnet 2. Use your FCA address and your FCA password 3. Once logged into FCAOne, click Tools > Zip Code Groups b. If you do not see this option please supportservices@fcorg and we ll get you access. 1

2 4. Use the filters to search by Group Name or Staff Person Click Apply to search b. Change the Name of an Existing Group Change the Primary Staff Assigned to a Group Add Additional Staff to A Group 1. Find the Zip Code Group you d like to modify 2. Click the chevron next to the Zip Code group 2

3 3. Click Edit Properties 4. Make the desired changes to Group name, Primary Staff assignment or Additional staff. Multiple staff can be assigned to a single zip code group Add Zip Codes to Groups 1. Find the Zip Code Group you d like to modify 2. Click the chevron next to the Zip Code group 3. Click Add Zip Codes 3

4 b. 4. Use the drop-down menus to narrow your search for your zip codes 5. Select the zip codes from the box on the left. You can select multiple zip codes. 6. Pay attention to the Existing Group column as a zip code can be in only one group. 4

5 7. Once you select the zip code(s) they will appear in the Newly selected zip codes box to the right. 8. Use the drop-down menus to search for other zip codes or click Save once finished. Download An Export of All Zip Codes In A Group 1. Find the Zip Code Group you d like to modify 2. Click the chevron next to the Zip Code group 3. Click Download zip codes 5

6 Add A New Zip Code Group PLEASE NOTE: A single zip code can only be associated with a single Zip Code Group. If you add it to a group it will be removed from the existing group. 1. Click the green Add button at the top of the Zip Code Group tool 2. Enter the: Group name b. Primary staff c. Any additional staff (optional) 3. Use the drop-down menus to select the first zip codes you d like to add Select the zip codes 6. Click Save 7. If you need to add additional zip codes go back to the Zip Code Group you just saved and follow the steps under the section Add Zip Codes to Groups If you need assistance contact Support Services at