To View, Modify or Add any Personal Details recorded on the family’s record click the appropriate link on the left hand-side of the screen. This section can be used to log any additional information about the family that is not date specific, such as screening questions at the enquiry stage.
There are filters for the type of personal detail, the detail itself, the notes recorded against any personal detail, and a tickbox for any details that are warnings.
To make changes to existing Personal Details, click Modify then Edit or Edit Notes as appropriate. Where the detail no longer exists on the lookup list, only the notes will be editable.
Clicking on the clock icon on any personal detail will open a box displaying any user changes that have been made.
¶ Adding an individual Personal Detail
To add a new Personal Detail, click Modify and Add New. This will open a new popup to complete:
Choose a Type from the dropdown list (if Type is left empty it will be automatically populated depending on the Detail selected). This will then filter the particular Details available in the next dropdown box.
Choose a Detail and enter any notes in the appropriate field. If the Personal Detail is a question that needs answering, choose the answer as appropriate. The 'Flagged for Attention' box can be used to indicate personal details that need to be 'Flagged for attention'.
Once you have added all the information, click Save at the bottom of the page.
¶ Generating Personal Details
In the status bar at the bottom of the screen, click the Add All by Type button to pre-populate the Personal Details screen with questions to answer of a particular Personal Detail Type. Choose a Type from the dropdown list and click Save.
This will add in all the questions stored against that type in the lookup list to complete, in the order as defined by the lookup list sort order.
¶ Flagged Items
If the Personal Detail you have added has been marked as 'Flagged for attention' a flag icon will then appear on the family's Main Details screen on the top menu next to their name and family ID number.
Clicking on this flag will open a window with further details.
Families with personal details that have been marked as flagged for attention will also be highlighted on the Families Search screen with a flag icon.
If your organisation wishes to change the colour of flags they can do so via 'Settings' (on the top menu) > 'Manage Theme'. Please note that if no colour is set for the module logged into the flag will be output as yellow.
¶ Deleting a Personal Detail
If you have added a Personal detail in error and wish to delete it, click Modify then Delete against the particular entry.