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Community Maintenance - Other bar

Use the Other bar to maintain information about a community member, including:

Opening the Other bar

Community Maintenance - Other tab fields and buttons

Fields

Field

Description

Date of Birth

Community member's date of birth.

Religion

Community member's religion. Examples include:

  • Agnostic
  • Anglican
  • Buddhist
  • Catholic
  • Christian
  • Church of England
  • Greek Orthodox
  • Hindu
  • Jewish
  • Lutheran
  • Muslim
  • Protestant
  • Scientologist
  • Uniting Church.

Parish

Community member's parish, if applicable.

Nationality

Nationality of the community member, if different from your country.

Nationality 2

Second nationality for citizens with dual nationality.

Country of Birth

Community member's country of birth, if different from your country.

Home Language

Language spoken in the community member's home, if different from the majority language in your country.

Suffix

Suffix attached to a person's name.

For example, Eddie James Jr or Joe Smith III.

Prev Surname

Use when a person has changed their surname.

For example, the maiden name of a past student who has married and taken the name of her husband.

Override Mail Format

Preferred style for addressing mail, if the default style is not suitable. Several styles of addressing couples are available, or the primary community member only can be addressed.

Field

Description

Override Salutation Format

Preferred style of salutation, if the default style is not suitable. For example, greetings used at the start of a letter. Styles include:

 

Style

Description

 

Formal

As mailing name, no initials. For example, if the mailing name is Mr J. Smith, this becomes Mr Smith.

 

Pref

As mailing name, '&' and 'and'. For example, Mr and Mrs Smith.

 

Honorary

Title and initials.

Barcode

Used for barcoding applications within your organisation.

For example, book shop sales.

External Registration Number

Registration number sourced from an external system.

 

Network login

Login name assigned to the community member to log in to your organisation's computer network.

Dietary Requirements

Community member's dietary requirements.

For example, allergies and religious prohibitions.

Note: You can type the requirements manually in the memo area or select a requirement from the drop-down list. See luDietaryRequirement lookup table in the Synergetic System maintenance manual.

Physical Requirements

Community member's physical requirements if the community member requires some form of assistance.

For example, wheelchair access.

Status

Status of the community member's WWC (working with children) check.

The status that is used at your organisation depends on the requirements of your jurisdiction and the person's role. The typical settings are:

  • Not Selected.
  • Applied. An application is pending.
  • PassPaidWork. The person is registered to work with children.
  • PassVolunteer. The person is registered to work voluntarily with children.
  • IntNegNot. The person is not permitted to work with children unsupervised until further notice. For example, when a person is working with adults exclusively and they have not applied for a WWC check.
  • NegNot. The person is not permitted to work with children unsupervised.

Expiry Date

Expiry date of the current WWC check registration.

Registration Number

WWC check registration number.

Verified Date

Date the community member was verified.

Current WWC Required

Whether the community member needs a current WWC check.

Buttons

Button

Description

Manage... button (Manage button, Manage ellipsis button, Community Maintenance - Other bar, synweb)

Change the person's community portal account and password.

Delete... button (Delete button, Delete ellipsis button, Community Maintenance - Other bar, synweb)

Delete the person's community portal account.

Common fields

Field

Description

Search Filter

The Search Filter field is located at the top of the Community Selector. This field can be used to filter community members by any of the information displayed in the Community Selector.

Common buttons

Button

Description

New button (synweb)

Create a new community member. See Creating community members.

Delete button (synweb)

Delete the selected community member. See Deleting community members.

Criteria button

Display the Community Maintenance Search Criteria window.

You can update the search criteria and search for new community members. See Searching for community members.

Customise tabs button (synweb)

Customise how the bars are displayed. See Customising navigation bars in the Introduction manual.

New Task button (synweb)

Create a new task relating to the community member. See Managing tasks in the Introduction manual.

Break spouse links icon (synweb)

Click to break spouse links for the selected community member. See Breaking links to a spouse.

Flip spouse icon (synweb)

Click to flip spouses and make the spouse contact the primary contact in the relationship. See Flipping spouses.

Refresh button (maintenance, synweb)

Click to refresh information for the selected community member.

Last modified: 3/12/2015 1:04:23 PM

See Also

Community

What's new to Community

Searching for community members

Creating community members

Creating spouses

Flipping spouses

Deleting community members

Community Maintenance - Action Centre bar

Community Maintenance - Constits bar

Community Maintenance - Current Comms bar

Community Maintenance - DocMan bar

Community Maintenance - Education bar

Community Maintenance - Flags bar

Community Maintenance - Home Address bar

Community Maintenance - IDAM bar

Community Maintenance - Keys bar

Community Maintenance - Name bar

Community Maintenance - Notes/Bio bar

Community Maintenance - Occupation bar

Community Maintenance - Occupation Address bar

Community Maintenance - Phone bar

Community Maintenance - Photo bar

Community Maintenance - Postal Address bar

Community Maintenance - Qualifications bar

Community Maintenance - Relations bar

Community Maintenance - Vehicles bar

© 2016 Synergetic Management Systems. Published 19 September 2016.

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