RJR Solutions Support Center

• Home
• Submit a Request
• Check on a Request

• Knowledge Books
• REMMS
• Email
• Filemaker
• Network
• Microsoft Office
• Unix
• Web
• Windows

• Phone Support
• 973-425-0900

Home → REMMS → Office → Adding a New Office

3.1. Adding a New Office

Adding a New Office

CHECK ON NRDS FIRST!!!
Prior to adding a new office, it is critical to check on NRDS whether the office already exists.  If the office already exists, then you will need to use the existing Office NRDS ID and DO NOT CREATE A NEW ONE.

STEP 1 - MAKE SURE A MEMBER RECORD EXISTS FOR THE OFFICE DR
Before adding a new Office record, you must first make sure that the Office member DR record exists. You will need to assign a DR to an office to complete the office setup.  If the member record does not exist, please complete this step, otherwise, contine to Step 2.

1. Go to the Member module
2. Click on NEW and add the member record filling in as much of the information as possible.
3. You need to assign the member to an office, but since the office does not exist yet, you will need to assign the member to the BOARD OFFICE temporarily.  This will allow you to complete the creation of the DR record.
4. Once completed, continue to Step 2.

STEP 2 - Adding the new Office record

1. Go to the Office module
2. Click on the NEW button on the top left
3. Enter all the office information and assign the newly created member DR record to the office.
4. Please remember that is the office already exists on NRDS, then you must use the existing Office NRDS ID number, otherwise, create a new Office NRDS ID by clicking the button on top of the ID entry field.
5. Once completed, save the record

STEP 3 - This step is REQUIRED IF YOU PERFORMED STEP 1!!!!!
Since you created a new member DR record in Step 1 and added that member to the Board Office, you will now need to perform an Office Transfer to assign the correct Office Record to the member.

1. Go to the Member module and find the member DR record you created in Step 1.
2. Click on the Transfer button on the top right portion of the screen to start an Office Transfer
3. Select the new office record from the drop down list in the second column and complete the transfer.

Once completed, you should not have a new Office and Member DR record and they should all match correctly.  Please make sure to double check your work for accuracy.

Knowledge Books