How do I add new program leaders?
IMPORTANT:
"Leader Designation" record types represent a program leader is trained and certified to lead a NAMI program generally. "Local" record types represent a program leader is actively leading a NAMI program within their local NAMI organization.
A program leader needs both "Leader Designation" and "Local" program leader designations in order to have access to the Extranet.
If the program leader already has a “Leader Designation” program leader designation record type in their account, but does not have a “Local” record type program leader designation, please skip to step #6.
1. In your NAMI 360 account, click on the downward arrow next to the Program Management. From the drop-down list, click on Program Leaders. The screen will display the current program leaders within your NAMI State or Affiliate organization. Click on the New button at the top right-hand corner of the program leader list (shown below).
2. Select Leader Designation as a record type, then click Next
3.Begin to fill program leader form by typing in the name of the program leader in the *Contact box until the name appears in the drop-down, then select the name. In the *Program box, start typing in “NAMI” (shown below) and then click Enter on your keyboard.
4. After typing in “NAMI” and clicking Enter on your keyboard, a list will appear displaying NAMI programs at a National level. Please be sure to click on the correct Program name underneath Program Authorization (shown below).
5. After clicking on the program name, it will display in the * Program box on the New Program Leader: Leader Designation form. Then, fill in the box under Role by clicking on the downward arrow and selecting Program Leader. At this time, you do not have to fill out any of the boxes Training Information. The Master Active box should already be checked. To complete, click Save.
6. Once you have a leader designation record for a program leader, you can then create a Local record for them to associate them to your specific NAMI State or Affiliate organization.
In your NAMI 360 account, click on the downward arrow next to the Program Management tab and click on Program Leaders from the drop-down list. The screen will display the current program leaders within your NAMI State or Affiliate organization. Click on the New button at the top right-hand corner of the program leader list (shown below).
7. Select Local as the record type, then click Next.
8. Begin typing in the name of the program leader in the *Contact box until the name appears in the drop-down list, then select the name to fill in the *Contact field. After you have selected the contact, type "pl" in the *Leader Designation field (shown below), then click Enter on your keyboard.
9. After typing "PL" and clicking Enter, a screen should appear displaying a list of all NAMI Program Leader Designation records the program leader has (shown below). To select the Leader Designation record, click on the the Program Leader ID to the far left (shown in red box below).
**IMPORTANT: A Leader Designation record must exist before adding a Local record for a program leader. If a Leader Designation record for the program leader does not show up on the list above, it means the program leader does not have a Leader Designation record for the program. To add a Leader Designation record, please go back to step #1.**
10. In the *Program box, type in "NAMI" (shown in red box below), and click Enter on your keyboard.
11. After typing in "NAMI" and clicking Enter on your keyboard, a list will appear displaying NAMI programs at a Local level. Please be sure to click on the appropriate program under Program Authorization (shown below).
12. After selecting the program, its name will display in the *Program box. Next, fill in the *Role field (shown below) by clicking on the downward arrow and selecting Program Leader (shown below).
13. Proceed to fill out the *Affiliate box by typing "NAMI" in the box. Click on your Affiliate name within the drop-down list that appears. This will fill the *Affiliate field (shown below).
** State Organizations: If the Affiliate name does not appear in the drop-down list, type “nami” in the box and click Enter on your keyboard to display a list of NAMI Affiliates. Then, select the NAMI Affiliate of your choice by clicking on the Affiliate name to the farthest left side of the list (shown in yellow below).
14. Click Save.
15. You will now see these program leader designations within your Program Leaders list in NAMI 360.
