Definitions
The Participant List in Leader and Clerk Resources (LCR) includes three types of participants: donors, payees, and recipients. A participant can be listed in any or all of the participant types. They are defined as follows:
Donor
A donor is a member or nonmember who makes a donation to the unit.
Payee
A payee is a person, business, or organization which receives a payment from the unit. The payment could be a reimbursement for an activity or a payment for an expense of a fast offering recipient (such as a rent payment, utility payment, and so on).
Recipient
A recipient is an individual who is given monetary or commodity assistance by the unit.
Accessing and Using the Participant List in LCR
To see information about participants, do the following:
- Click Finance, and then click Participants. The Participant List displays.
- To only show one type of participant, click the All Participant Types dropdown menu and select an option (Donor, Payee, or Recipient).
- To limit the view to either members or nonmembers, click the All Participants dropdown menu and select the appropriate option.
- To see the Participant Information, click the name of an individual participant. Four tabs are displayed (Participant, Donations, Payee Transactions, and Recipient Transactions). Each tab can be printed with the Print button.
- Participant: Information about the participant (address, phone numbers, birth date, etc.)
- Donations: List of donations made by the participant
- Payee Transactions: List of payments made to the participant
- Recipient Transactions: List of assistance (food and commodity) made to the participant
- Click Print to print the list.
The list includes the following columns:
- Name (name or member or organization)
- Gender
- Age
- MRN (membership record number for members or a CUBS number for nonmembers)
- Member (identifies whether participant is a member or nonmember)
- Donor, Payee, and Recipient columns to identify the type of participant
Add Participant
To add a participant, do the following:
- Click the Add Participant link.
- Choose either the Member or Nonmember option.
- If adding a member, type the member’s number in the Membership Record Number field, then click Add Participant.
- If adding a nonmember, type the information in the available fields, then click Add Participant.
Merge
Under the Member column in the Participant List, look for the Merge button when the participant is identified as a nonmember. Nonmembers are also identified with a CUBS number (CUBS-xxxxxxx) in the MRN column. To merge this type of participant record with another record, including a valid MRN record, click the Merge button. The Merge Participant window opens. From the Merging into dropdown menu, select the participant to be merged.
Compare the two participant records. If satisfied, click the checkbox in the bottom left to confirm the merge, and then click the Merge Participants button.
Donors from other units who do not provide their MRN with their donation also appear as nonmembers on the Participant List.