Use the Other bar to maintain information about a community member, including:
Community Maintenance - Other tab fields and buttons
Fields
Field |
Description |
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Date of Birth |
Community member's date of birth. |
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Religion |
Community member's religion. Examples include:
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Parish |
Community member's parish, if applicable. |
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Nationality |
Nationality of the community member, if different from your country. |
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Nationality 2 |
Second nationality for citizens with dual nationality. |
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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. |
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Suffix |
Suffix attached to a person's name. For example, Eddie James Jr or Joe Smith III. |
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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. |
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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 |
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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. |
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Honorary |
Title and initials. |
Barcode |
Used for barcoding applications within your organisation. For example, book shop sales. |
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External Registration Number |
Registration number sourced from an external system.
|
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Network login |
Login name assigned to the community member to log in to your organisation's computer network. |
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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:
|
|
Expiry Date |
Expiry date of the current WWC check registration. |
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Registration Number |
WWC check registration number. |
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Verified Date |
Date the community member was verified. |
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Current WWC Required |
Whether the community member needs a current WWC check. |
Buttons
Button |
Description |
Change the person's community portal account and password. |
|
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 |
---|---|
Create a new community member. See Creating community members. |
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Delete the selected community member. See Deleting community members. |
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Display the Community Maintenance Search Criteria window. You can update the search criteria and search for new community members. See Searching for community members. |
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Customise how the bars are displayed. See Customising navigation bars in the Introduction manual. |
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Create a new task relating to the community member. See Managing tasks in the Introduction manual. |
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Click to break spouse links for the selected community member. See Breaking links to a spouse. |
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Click to flip spouses and make the spouse contact the primary contact in the relationship. See Flipping spouses. |
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Click to refresh information for the selected community member. |
Last modified: 3/12/2015 1:04:23 PM
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© 2016 Synergetic Management Systems. Published 19 September 2016. |