Person Unit Assignments

A camp user can manually assign someone to an unt by adding a person unit relationship. This function is typically used when a person is manually added with camp user responsibilities. A person organization assignment may also be needed.

Add Person Unit Assignment - Mass Additions
  • A mass addition is a bulk import from a comma delimited file. Please review the Mass Addition notes before working with these files.
  • Download a person template from the Templates section.
  • Fill out appropriate data. Ensure Insert or Update column is set to INSERT.
  • Navigation: Camp User Menu Item - Other Items - Mass Additions
  • Choose an Import Type of Person Unit Assignment
  • Click the Choose File Button. Navigate to your CSV file.
  • Click Upload File.
  • You should see a message that the file uploaded successfully.
  • It is recommended that you select Validate file first! This will run through the file without loading it and provide any errors, which should be resolved before the file is actually loaded.
  • Click the Process File Button
  • Each record will either be successfully processed or will display an error.
  • Resolve any errors, upload the file again, and validate again. Repeat until all errors are resolved.
  • Once all errors have been resolved, upload the file again, choose Load File, and click the Process File Button.
  • You should receive a success message for each record as it is updated.
  • If any errors are found, address the errors and be sure to load the errors only in your next upload.
Add Person Unit Assignment - Webpages
  • Navigation: Camp User - Person Org - Add Person Org Relationship
  • Select an organization.
  • Click the List Button beside the Person field to select a Person.
  • Click the List Button beside the Unit Code field to select a unit and region.
  • Save the record.
Edit Person Unit Assignment - Mass Additions
  • A mass addition is a bulk import from a comma delimited file. Please review the Mass Addition notes before working with these files.
  • Download a person template from the Templates section.
  • Fill out appropriate data. Ensure Insert or Update column is set to UPDATE.
  • Navigation: Camp User Menu - Other Items - Mass Additions
  • Choose an Import Type of Person Unit Assignments
  • Click the Choose File Button. Navigate to your CSV file.
  • Click Upload File.
  • You should see a message that the file uploaded successfully.
  • It is recommended that you select Validate file first! This will run through the file without loading it and provide any errors, which should be resolved before the file is actually loaded.
  • Click the Process File Button
  • Each record will either be successfully processed or will display an error.
  • Resolve any errors, upload the file again, and validate again. Repeat until all errors are resolved.
  • Once all errors have been resolved, upload the file again, choose Load File, and click the Process File Button.
  • You should receive a success message for each record as it is updated.
  • If any errors are found, address the errors and be sure to load the errors only in your next upload.
Edit Person Unit Assignment - Webpages
  • Navigation: Camp User - Person Unit
  • Query up an existing record and make necessary changes. Save The Record
Delete Person Unit Assignment - Webpages

A Camp User has the ability to delete a Person Unit Assignment. By default, person unit assignments can only be deleted if no registration records exist. Once a person has registered, a person unit assignment record can only be end dated. If there are certain circumstances where an assignment must be deleted, the XX_FORCEPERSONUNITRELDELETE system parameter can be set to Yes to allow deletion.

This function was designed to give Camp Users a means to add an assignment to a unit and then remove it. It is important for Camp Users to understand that if an assigment is added to an unit, the unit leaders will now have access to modify your person record since a valid assignment exists. It is very important for Camp Users to remove the assignments once finished.

  • Navigation: Camp User - Person Unit
  • Query up the person you wish to delete.
  • Click the Delete link beside the Person Unit Assignment.
  • Click OK on the confirmation window.
  • The record is deleted.
Delete Person Unit Assignments - Mass Additions

Note: The Person Unit Import report can be used to generate a Person Unit Assignment Import file. The can then be used to delete person unit assignments.

  • A mass addition is a bulk import from a comma delimited file. Please review the Mass Addition notes before working with these files.
  • Download a template from the Templates section.
  • Fill out appropriate data. Ensure Insert or Update column is set to !DELETE!.
  • Navigation: Camp User Menu - Other Items - Mass Additions
  • Choose an Import Type of Person Unit Assignment
  • Click the Choose File Button. Navigate to your CSV file.
  • Click Upload File.
  • You should see a message that the file uploaded successfully.
  • It is recommended that you select Validate file first! This will run through the file without loading it and provide any errors, which should be resolved before the file is actually loaded.
  • Click the Process File Button
  • Each record will either be successfully processed or will display an error.
  • Resolve any errors, upload the file again, and validate again. Repeat until all errors are resolved.
  • Once all errors have been resolved, upload the file again, choose Load File, and click the Process File Button.
  • You should receive a success message for each record as it is deleted.
  • If any errors are found, address the errors and be sure to load the errors only in your next upload.
Related Topics
Person Organization Assignments
Person Unit Information