In the Rounds tab, the daily rounds / wiretaps made by the broadcaster are registered.
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Institutions: allows you to register institutions and contacts.
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Registering institutions and contacts
Before registering an Institution, it is necessary to register the segments first.
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To register a new institution, click on the ‘Segment’ field and select the institution (for options to appear, they must have been previously registered)
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Then enter the name of the institution that was contacted
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If you want to link a contact to the institution, click ‘+ Select contact’. This option is widely used when there are specific sources that pass on information within the institution. This is not a mandatory item, so filling in is optional.
When selecting this option, the tab below will appear. Note that there is a bar to search for contacts, in addition to showing the ‘New’ option.
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If the contact is already registered in the 'Agenda' menu, it is possible to search by name or profession in the search bar. As the image below shows:
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When you select the contact, all the contact information will be displayed.
Note that in the right corner there is the ‘Edit’ option. In this case, a window will open for you to edit the data. After editing, click ‘Save’ to apply the change or ‘Cancel’ if you want to give up. See more information in ‘Agenda’.
When verifying that the information is correct, click on ‘Select’ to link the contact to the institution. Or ‘Cancel’ if you give up.
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After selecting, the contact information will be shown.
Note 1: It is possible to link more than one contact at the same institution. Just click on ‘+ Select contact’ and repeat the entire process.
Note 2: in ‘Standard Contact’ you can select sources that always pass on information. And when you open a new ‘Tour’, the ‘contact’ field will automatically be populated with ‘default contact’ information.
Once the contact is added, you can edit (pencil icon) and delete (trash icon)
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. Clicking on ‘Edit’ will open a tab to change the contact details. By clicking on ‘Delete’ the system will disconnect the contact from the institution.
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To add a new contact, click ‘New’. And the form will appear for you to fill in the data.
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· Name: enter the first and last name of the contact you wish to register. Only mandatory item. The remaining fields are optional.
· Profession: enter the profession of the source.
· Company: write the name of the company the contact works for
· Address: enter an address - it can be the contact's workplace, or his home
· Groups: select which group that contact belongs to
· Emails: add as many emails as needed
· Phones: add as many phones as you want (cell, fax, home, business, etc.).
· Information: write extra characteristics about the source - physical, personal, specializations and other information that can identify it
· Private: mark a contact as private (in this case, information about the source is only available to those who registered the contact)
· Save contact in the phonebook: by checking this option, the contact will be automatically saved in the list of the ‘Phonebook’ menu. If the option is deselected, the contact will be saved only at the institution.
With the exception of the name, all other fields on the form are optional, but it is interesting that they are filled in, as there is a mechanism that allows the search for keywords. After filling in the information, click ‘Save’ to add the contact and ‘Cancel’ if you give up.
For more information on how to manage contacts, see the ‘Calendar’ menu.
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After registering the institutions, it is possible to edit (pencil icon) and delete (trash icon).
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When you click to edit, the fields for changes to the institution will appear. After finishing, click on ‘Save’ to apply the change (s) or ‘Cancel’ if you want to give up the action.
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When trying to delete, the ‘Are you sure?’ Message appears. Click ‘Yes’ to confirm the deletion and ‘No’ to abandon the action.
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Note: it is not possible to delete an institution if it is linked to a tour. The trash icon won't even appear. This action prevents the information already registered from disappearing.
To register new institutions simply repeat the entire process.
By going to “Rounds”, it will be possible to view all records made on the selected date. Look:
Para conhecer outras funcionalidades. acesse outras seções disponíveis nesta plataforma.
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