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properties [2013/07/15 12:31] (current)
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 +===== What is a Property? =====
 +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?​ =====
 +  - 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.
 +  - 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."​
 +  - 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?​ =====
 +  - 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.
 +  - 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).
 +  - On the resulting page, edit the Value. Press "​Update." ​
 +
 +===== How do I remove or un-assign a Property from a Person/​Family/​Group?​ =====
 +  - 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.
 +  - Under the section called "​Assigned Properties"​ find the Property you wish to remove. Click the "​Remove"​ link.
 +  - On the resulting screen, confirm the removal. ​
 +
 +===== How do a I add a brand-new Property that I can assign to a Person record? =====
 +  - From the top menu, select "List Person Properties"​ (under "​Properties"​).
 +  - On the resulting screen, select "Add a New Person Property."​
 +  - 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? =====
 +  - From the top menu, select "List Family Properties"​ (under "​Properties"​).
 +  - On the resulting screen, select "Add a New Family Property."​
 +  - 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? =====
 +  - From the top menu, select "List Group Properties"​ (under "​Properties"​).
 +  - On the resulting screen, select "Add a New Group Property."​
 +  - 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? =====
 +  - From the top menu, select "​Property Types" (under "​Properties"​).
 +  - On the resulting screen, select "Add a New Property Type."
 +  - Complete the form and press "​Save." ​
properties.txt ยท Last modified: 2013/07/15 12:31 (external edit)