Partnerships-General

The Partnership module is designed to track community partners and collaborators. The Partnership module is a feature that may be displayed or hidden from the CBISA Customization tab in Edit Defaults. To show/hide the Partnerships module tab, access Edit/Defaults and open the CBISA Customization tab.  Select/deselect (check/uncheck the box) "Partnerships".  Also, Partnerships are not tied to a date range and are available in any active year.

To Add a Partnership entry:

Open the Partnership module by clicking on the Partnership tab on the main screen

Click the function button Add.  

Complete the appropriate data entry fields
  Name
  Description (free form text box allows for unlimited text entry)
  Contact Name, Phone and Email address
  Star Rating (allows you to rate your experience with this partner, funder, etc. from "Poor" to "Excellent")
  Comments (free form text box allows for unlimited text entry)
  Since date (calendar dropdown allows you to track the beginning of the Partnership)   

If desired, add the Partners website to the record.  At the website field, click on Add and enter the appropriate URL, starting with "http://".  The website will be added to the record when the page is saved.

Click Save to save your changes. 

To Edit a Partnership entry:

From the control panel browse box, choose the Partnership entry that needs to be edited.  Partnership entries are sorted alphabetically by Name.

Make any necessary changes and click on Save to accept your changes

To Delete a Partnership entry:

From the control panel browse box, choose the Partnership entry that needs to be deleted

Click on Delete.  You will get a warning message asking if you are sure you want to delete the record.  Choose OK to continue with delete, or Cancel.   Also, if the record is linked to another record through the Relationship Manager, you will receive a warning message.  You may choose to delete the record regardless of the linkage, or Cancel.

To Link a Partnership entry:

From the control panel browse box, choose the Partnership that needs to be linked.

Hover over the More function control button and select Manage Relationships to activate the Relationship Manager, or click the Link button next to the More button.

Select the appropriate module from the dropdown list.  

Change an unlinked record (left side) to a linked record (right side) by selecting the record and using the arrow at the bottom of the box (or by double clicking on the record).  You may move more than one record at the time by using the "control" key on your keyboard to select multiple entries.  Administrators and Coordinators may link Partnerships to Community Needs (CBISA Plus™ only), Goals (CBISA Plus™ only),  Programs, Indicators, Narratives, and Outcomes ,if applicable.  

To unlink records, simply move them from the linked box (right side) to the unlinked box (left side).    

Click Save to save your new links.  Saving a change will automatically close the Relationship Manager.  If you have not edited any relationships, use the Close button to close the Relationship Manager.  You may also leave the Relationship Manager open (on the Overview or Detail view) and select additional records from the browse box on the control panel.

Attach a File

To attach an outside file to a Partnership record, click on the "Attach a File" link and browse to your document. You may attach up to five files of any type, including Word, Excel, or PDF.

To remove an attached file from the CBISA record, click on the "garbage can" icon and then save your record.

See Also:  Additional Functionality