University of California
DANRIS-X Help
General Instructions for Specifying Clientele Group(s)
In this function, you specify for each of your Projects/Programs, the Clientele Group(s) toward whom you will direct your extension efforts.
- You can specify more than one Clientele Group for a Project/Program.
- You can affiliate the same Clientele Group with more than one Project/Program.
- You need not specify any Clientele Group for a Project/Program that does not involve extension activity.
To specify a Clientele Group for one of your Projects/Programs:
On the Annual Plan Overview screen, click the link to the Project/Program to get to the data entry screen for the particular project/program for which you want to enter a clientele group.
On the View Project screen, below the Clientele header, click the blue Add Clientele Group button.
Under the Add Clientele Group header, click the downward arrow to view the clientele groups you have previously selected in CASA. Click on the group you want to affiliate with this Project/Program.
Click the Save Clientele Group button to save your entry. You will see notification "Clientele Group Successfully Added" in a green banner across the top of the screen.
To specify additional Clientele Groups for the same Project/Program, or for another of your Projects/Programs, repeat steps 1 - 4 above.