Record Management
      Back to home
      1. Samaritan Help Center
      2. Getting Started
      3. Record Management

      View or edit a record

      "Records" can refer to a volunteer, opportunity, organization, schedule shift, or log book entry. Viewing and/or editing a record is done in the same way, using the Edit button. In regard to vols, opps, and orgs, this is often referred to as "opening the profile." To view/edit a record, you use the Edit button. This video explains how to view a record or edit a record.

      (2.5 min)

      Three options to view/edit a record

      1. Check the box next to the record and click Edit -OR-
      2. Double-click anywhere on the row -OR-
      3. Right-click anywhere on the row