Saving tag lists into constituencies

Modified on Sun, 19 Apr at 11:30 PM

If the community members in the tag list are not already members, save the tag list into either a specific:

Constituency, as described below.
Class. See Saving tag lists into classes.

This is the main method used to convert community members from a tag list to a more permanent group, either as a user-defined constituency or a class.

To add the community members in a tag list to a user-defined constituency:

Create your tag list. See:

• Tagging community members from the Tag List window
• Tagging individual community members from a grid
• Tagging multiple community members from a grid.

The Tag List window is displayed.
Click.
The Add Tagged IDs to Constituency window is displayed.
Select the Constituency from the drop-down list.
Enter other details, as required. See the field descriptions below.
Click .
The community members in the tag list are added to the selected constituency, if they are not already in the constituency.

Add Tagged IDs to Constituency window key fields

Field	Description
Constituency	Constituency code: Synergetic constituencies are prefixed with @ user-defined constituencies generally do not have a prefix.
Date Joined	Date the community member(s) is added to the constituency.
Related Campus	Campus the community member(s) is a constituent of, if applicable. For example, use this field when a new staff member is appointed and assigned to a campus.
Related from Date	Date the community member(s) started their involvement relating to the constituency. For example: a member of the School Council constituency has the date they started at the school in any capacity as the From date. a member of the Past School Council constituency has the date they started at the school council as the From date.
Related to Date	Date the community member(s) was removed from the constituency. Note: Do not complete the field when adding community member(s) to a constituency. Some organisations may use this field when entering historical information or when they know the date that the community member's constituency membership ends.