The User manual for the Jisort system

1. SYSTEM SET UP

1.4. Adding member details to the fields

This entails adding information through the fields. It is a simple process once an individual has understood the fields. 

NOTE: The fields with an asterisk   must not be empty.

Below is a table explaining each field.

Field name

Explanation

Member Category

Add member category. Example teacher, nurse

Member Title

Add title. Example sir, Mr., Mrs.

Photo

Add photo of the member being registered

First name*

Add member first name.  -This is compulsory

Middle name

Add member middle name

Last name*

Add last name

-This is compulsory

Date of birth*

Add date of birth  -Compulsory

Gender

Add Gender

Location

Add location

ID no*

Add ID no.

-Compulsory

CRO*

Add CRO

-Compulsory

Member no*

Add member number, if you don’t have one the system will auto generate.

Country*

Select country from the drop down list -Compulsory

Region

Add the region

County or state

Add county

Constituency

Add constituency

Mobile no*

Add mobile number -Compulsory

Office cell

Add office cell

Office landline

Add office cell

Pin

Add KRA pin

Sub-location

Add member sub-location

Personal email

Add member personal email

Office email

Add office email

Comment

Add relevant comment

Registration date*

Add registration date -Compulsory

Status*

Select status from the drop down.

There are five options to select Is the member active, Inactive, Suspended, withdrawn or deceased.

Charge registration fees

Select Yes or No from the drop down list depending on the selection you want.

Branch

Select under which branch the member has been registered

 

Below is an image giving a preview of the window to fill in the member details.

 

 Download the csv for bulk member registration (field coloured in RED above)

 

Ensure to format your data in accordance to the downloaded CSV. Here is a screenshot of how the CSV appears.

 

This is a sample CSV and does not show all the information.

NB: THE PHONE NUMBER IN THE EXCEL SHEET SHOULD START WITH THE

COUNTRY CODE…EG.+254…(for kenya)

Format your data to follow the layout of the downloaded CSV. Upload the excel sheet through the upload button as indicated by button below.

 

NOTE: Before adding any data through the option of upload csv, download csv template so as to format your data as per the downloaded template. Failure to do so will mix up information leading to erroneous results.