Objective
This SOP outlines the steps for creating, updating, and managing member profiles in ResearchLogix to ensure accurate and efficient database management.
Key Steps
1. Access Profiles Management 0:00
- Navigate to the RLogix profiles area.
- Click on 'Profiles Management' to access the management section.
2. Create a New Profile 0:23
- Click on 'Create New Profile'.
- Fill in the required fields: first name, last name, and email address.
- Click 'Create New Member' to save the profile.
- Optionally, invite the user to log into their new account.
3. Create Multiple Profiles 0:41
- Click on 'Create Multiple Profiles'.
- Prepare a CSV file with the required member data.
- Ensure the CSV includes fields such as first name, last name, email address, employee ID, and group assignments.
4. Update Existing Profiles 1:16
- Click on 'Update Profiles'.
- Upload a CSV file containing the updated member information.
- Ensure the file includes fields like profile UID, name, credentials, pronouns, email addresses, and IDs.
5. Manage Appointments 1:37
- Click on 'Appointments' to manage member appointments in bulk.
- Upload a CSV file with required data such as internal ID, rank, school, department, division, begin date, appointment type, and active appointments type.
6. Final Review 2:09
- Review all uploaded data for accuracy.
- Ensure that the member database is up-to-date and reflects all changes made.
Cautionary Notes
- Always double-check the format of your CSV files against the onboarding guide to avoid errors during uploads.
- Ensure that all required fields are filled out to prevent incomplete profiles or appointment records.
Tips for Efficiency
- Use templates for CSV files to streamline the data entry process.
- Regularly schedule updates to keep member profiles and appointments current.
- Consider batch processing updates to save time.