Person View Form

The Person View Form lets you access all the information about a person. The form has 7 pages: Profile, Contact, Notes, Admissions, Staff Positions, Memberships and Transactions.

Profile

This page displays the basic information about the identity of the person.

Click on the lower right to edit the record via the Person Edit Form.

Click on the lower right to assign a picture:

  • When using a desktop computer, clicking the Browse button will let you select a picture from a folder on your computer. (The name of this button depends on the browser you use, in Chrome or Safari it is labeled Choose File.)
  • When using a tablet or smart-phone, clicking the Browse button will give you access to the camera of the device so that you can directly take a picture of the person and assign it to their record, this is by far the easiest way of assigning a picture to a person!
  • To remove the picture without assigning a new one, click on the lower right.

To grant online access to the person click on the lower right. For more details check the online access help topic.

Contact


This page displays all the contact information about the person. Click the relevant contact tile to edit its information.

Click on the lower right to add a new postal or electronic address.

When editing an electronic or a postal address, the choices in the Type drop down list come from the types you have defined via Electronic Address Types or Postal Address Types in Setup.

Notes

Click the edit button on the bottom right of the Notes page to edit an internal note on the person.

Admissions

This page shows the person admission records. Once a person has been admitted, their admission record becomes synonymous with student record. Each tile shows:

  • The person admission ordinal number (1st, 2nd etc..). Most people will only have one record.
  • The admission status.
  • The student's overall adviser if applicable.
  • The start and end dates of the admission record. If the student was admitted, then the end date is the date when they leave your institution.
  • The number of credits earned / credits tried and the GPA of the student if this admission record became a student record.

Click on the lower right to add a new admission record via the Admission Edit Form.

Click on the tile to access the record's details via the Admission View Form.

Check the Admissions help topic for more information on admissions.

Staff Positions


This page shows the staff positions of the person within your institution. Each tile shows:

  • The person's employment title.
  • The person's start date, and eventual end date.
  • The campus they are assigned to if applicable.
  • The department they come under if applicable.

Every instructor in your institution should have a record on this page.

Click on the lower right to add a new staff position via the Staff Edit Form.

Click on a tile to view and edit its details via the Staff View Form, in particular the classes and advisees assigned to an instructor.

Tip: you can also make a person into a staff member from the Staff screen.

Memberships


This page lets you easily assign a person to one or more lists. This is a simple sidekick feature to help you keep track of certain people via lists. You can either add a list to a person from this page, or add a person to a list from the List View Form. Check the Lists help topic to learn how to create lists.

Click on the lower right to enroll the person in a list via the Membership Edit Form.

Click on a tile to edit its information via the Membership Edit Form.

Transactions


This page lets you view and record financial transactions under the person's account. You may also view and record financial transactions under this person's account for a specif term from the Student Term Enrollment form, or view and record financial transactions for any individual from the Transactions form.

Click on the lower right to add a new Charge, Payment, Credit or Refund via the Transaction Edit Form.

Click on an existing transaction to edit it via the Transaction Edit Form.


© 2017   College Office • Updated: 06/26/17
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