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58.2. LA State Report - Cover Page Cont. - Affiliated Persons

Affiliated Persons

In order to get a supported candidate to pull to a supplemental page following the report's summary pages, please follow the steps below:

1. Create a record for the candidate. In the About section along the left side, you will see a Candidate option - make sure this is checked, and the candidate's info is all entered at the bottom of this section.

2. Create a record for the candidate's campaign committee. If the committee in question is the filing committee, then the record should already have been created during the database setup. On the committee record, please be aware of the Political Committee Type selected in the About section along the left side of the committee's profile.

3. Create a candidate connection between the two records. This can be done from the Connections on either record profile; set the connection type to candidate, and then search for the other record in the connect with box. Once the connection has been made, it will appear on the connections tab, with the name and address of the other record in the Connected Entity column.

4. Create custom user-defined fields (UDFs) by going to Settings > Custom Fields. In the Add New section at the bottom of the page, enter the name of the field, and set the Custom Field Types to Compliance Fields. Set the Field Type to Text Area, and leave the Order By setting as is. You'll need to repeat this for each custom fields:

A. LA Office Sought
B. LA District
C. LA Jurisdiction

Note: This step will only need to be taken once; if these custom fields already exist on the Custom Fields screen, then you can skip straight to step 5.

5. Once the UDFs have been created, go back to the candidate's record page, and go to the Custom Fields tab. From here, you should see all of the fields created in the previous step. Enter the appropriate info for each and then click the Save Custom Fields button.

6. If there are any expenses on either the committee or candidate record, you'll also want to be sure that you select to support the candidate, and also search for the record on the expense transaction.

7. Once you have completed these, steps, go to Compliance > Government Report, and generate a draft of your report. You should see a supplemental page following the summary pages that includes the info of the candidate.

NOTE: the first option on the criteria page for the report is the Statement Type; please be aware that some statement types may not be compatible with the Committee Type selected for the committee record, which can result in an error preventing the report from generating. For example, if the committee record is saved as a non-candidate PAC, then setting the statement type on the report to Candidate will cause a conflict that prevents the report from generating.