Properties

A Property is a label that can be applied to a Person, a Group, or a Family. Separate sets of Properties are defined for the three different record types, and new properties can be created as need. A record can be assigned an unlimited number of Properties.

Additionally, Properties can have values which contain information related to that Property. For example, a Property for a Person record might be "Hospitalized." A person with this Property is currently in the hospital, and the value of this Property could contain the name of the hospital and the room number.

How do I know what Properties have been assigned?

On the Person, Family, or Group View, you'll find a section called "Assigned Properties" in which will be listed all the Properties assigned to that Person, Family or Group along with the Property Values, if supported by that Property.

How do I assign a Property to a Person/Family/Group?

1. For a person or family, filter for the desired person and bring up the Person/Family View for that record. For a group, click on "List Groups" under "Groups" in the drop-down menu and select the desired group.

2. Under the section called "Assigned Properties" will be a drop-down list of all available Properties which are not currently assigned to that Person. Select the desired Property and press "Assign".

3. If the property supports a Property Value, then you'll be prompted to enter the Value. If the Property does not support a Value, the Property will just be automatically assigned.

How do a edit a Property Value assigned to a Person/Family/Group?

1. For a person or family, filter for the desired person and bring up the Person/Family View for that record. For a group, click on "List Groups" under "Groups" in the drop-down menu and select the desired group.

2. Under the section called "Assigned Properties" find the Property you wish to edit. Click the "Edit" link (if this link is not present, then the Property does not support a value and there is nothing to edit).

3. On the resulting page, edit the Value. Press "Update".

How do I remove or un-assign a Property from a Person/Family/Group?

1. For a person or family, filter for the desired person and bring up the Person/Family View for that record. For a group, click on "List Groups" under "Groups" in the drop-down menu and select the desired group.

2. Under the section called "Assigned Properties" find the Property you wish to remove. Click the "Remove" link.

3. On the resulting screen, confirm the removal.

How do a I add a brand-new Property that I can assign to a Person record?

1. From the top menu, select "People Properties" (under "Properties").

2. On the resulting screen, select "Add a New Person Property".

3. Complete the form. If you would like the Property to support a Value, enter a prompt (ex. - "Enter the hospital name and room number.").

Leaving the Prompt field blank will disallow the storing of a Value with the Property.

How do a I add a brand-new Property that I can assign to a Family record?

1. From the top menu, select "Family Properties" (under "Properties").

2. On the resulting screen, select "Add a New Family Property".

3. Complete the form. If you would like the Property to support a Value, enter a prompt (ex. - "Enter the hospital name and room number.").

Leaving the Prompt field blank will disallow the storing of a Value with the Property.

How do a I add a brand-new Property that I can assign to a Group record?

1. From the top menu, select "Group Properties" (under "Properties").

2. On the resulting screen, select "Add a New Group Property".

3. Complete the form. If you would like the Property to support a Value, enter a prompt (ex. - "Enter the hospital name and room number.").

Leaving the Prompt field blank will disallow the storing of a Value with the Property.

What is a Property Type?

This is just a method of organizing Properties into groups. A Property must be associated with a Property Type. Common Property Types might be: Physical Status containing the Properties of: Disabled, Homebound, Hospitalized, etc.

How do I add a new Property Type?

1. From the top menu, select "Property Types" (under "Properties").

2. On the resulting screen, select "Add a New Property Type".

3. Complete the form and press "Save".