Enter Sorts from Cards (Admin/Manage/Manual Sort)

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After users have sorted the statement cards and entered their results on the sort recording form, it is time to enter the sort data into the computer.

When you have entered all sort data for a particular user, you need to complete the sort. (See Complete Sort)

To enter new sort data from cards:

1. Select the Admin-->Manage-->Enter/Edit User Data menu.

2. Select a name from the User Name Select box.

3. Click on the Manual Sort button. (If the person was not assigned to do a sort, this button will not be active. To enter sort data for this person, first assign them to do a sort). You will see something like the following screen:

To start a new category:

1. Click on the New category button.

2. Enter the name of the new category.

3. Click on OK.

4. Enter the statements for the current category:

20000001.gif Enter the statement ID numbers in the Statement Number text box. As you enter each statement number, you will see the statement appear in the Statements in category box. Or, you can double-click on a statement in the Unsorted Statements list to move it to the current category.

20000001.gif Type the ID numbers (or double-click the statements), one at a time, pressing Enter after each number.

To remove a statement from a category:

1. Click on the statement and click the Remove statement button OR simply double-click on the statement to remove it. Note: Removed statements are placed at the bottom of the Unsorted Statements category.

To change to a different category:

1. Select a category from the category drop-down list.

To rename a category:

1. Select a category you want to rename from the category drop-down list.

2. Select the categories -- Rename menu.

3. Enter the new name in the text box and click OK.

To delete a category:

1. Select the category you want to delete from the category drop-down list.

2. Select the categories -- Delete menu. You will be asked if you are sure you want to delete the category. Click Yes.

To complete or uncomplete the sort:

1. Click on the ‘Complete’ check box to turn completion on or off.