The Special Remarks screen will house information such as a prospect's hobbies, any indicators of wealth (i.e. luxury items), awards, and other newsworthy events.  Generators of wealth (i.e., owned businesses, stocks, etc.) are housed on the MPF screen.

**Note:  If you are adding information that relates to a SRK note already on the record, please just add the information to the exisiting SRK rather than creating a new one.  Leave the original type, author, code, and date.  Type the current date at the beginning of the text you are adding.**

1.    At the main menu, type SRK and press ENTER.   A blank Special Remarks screen will be displayed.  At the Donor Lookup prompt, enter the individual's name or ADAM ID#  and press ENTER.

2.    Enter "A" to add a new remark.  The Special Remarks Detail screen (SRD) will be displayed.
 
 

3.    Fill in the following fields with any information you have:

#1 Type: The type of remark you are adding.  Click Field Help, then Help for a list of available types.

#2 Author: Enter the name of the staff person who entered these remarks.  If the staff member is not already on ADAM, please refer to the  procedures for entering a staff member.

#3 Code: Enter the code for the source of the information.  Click Field Help, then Help for a list of available codes.

#4 Date: Enter the date the remarks were entered.  The default is the current date.

#5 Remarks: Enter free text describing the remark.  To use WordPerfect to enter the free text, position the cursor on field 5 and click Detail.

To use spell check while in WordPerfect, press Esc and =.  This will move the cursor up to the toolbar at the top of the screen.  Use the arrow keys to move to Tools and to select  Spell. When finished, press F12 and F to save the information and return to the SRD screen. To exit WordPerfect without saving, press F7.
 
 

4.    Click Finish, then OK to exit the SRD screen and return to the SRK screen.
 
 

5.    Click Finish, then OK to exit the SRK screen and return to the main menu.

To add the same SRK note to multiple records on ADAM, first create the SRK on one person's record.  Make a note of the SRK ID number.  Then run XSKC from any ADAM menu.  You will be prompted to enter the ID number of the record you wish to copy the SRK to, then to enter the ID number of the SRK you are copying.  ADAM will display the name of the person whose record the SRK will copy to along with the text of the SRK for your verification.  The program will create a unique SRK ID number each time it duplicates the SRK, so that if you delete the SRK from one individual's record, it will not be removed from any other record.

Last update: 11.07.01