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Entity Details Form - General Details (Tab)

General Details, Personal Address Detail

Click Here for the Procedures this form applies to

Entity-Summary

Field

Description

Surname

The Entity's Surname or Last Name

Clicking once on the surname field will bring up the surname form allowing you to enter the surname in any format eg. McCarthy.

Preferred Name

The name that the entity prefers to be called eg. Bill instead of William

Title

eg. Mr, Mrs, Ms etc

Alert

Select to indicate that an alert comment or flag is associated with this entity

NOTE: This is used to quickly alert the operator that important information is held on this child eg. A court order that denies a parent access

Name 1

The entity's christian or first name

Name 2

The entity's middle name

Name 3

The entity's second middle name

Full Name

The Full Name is automatically created when the the Surname and Name 1 fields are populated. The surname is automatically capitalised.

Maiden Name

The entity's surname before she was married

Barcode

The Entity's barcode number. For more information on the barcode facility in SchoolPRO please go to the Barcode Overview

Gender

M = Male, F = Female, - = Non Gender

Date of Birth

Either enter the entity's date of birth directly into the field in dd/mm/yyyy format or Click the Select Date button and choose the date from the calendar

Date of Death

Entering an entity's date of death changes the entity's status from current to past.

You should never delete an entity's details when they die otherwise all the report, medical, behaviour, etc information will be deleted as well.

Household Representative

To change the household representative for the entity click the Household Rep Button button and choose the household representative from the list.

P/G1

The name of one of their parents / guardians, usually male. Click the blue link to assign a parent/guardian

P/G2

The name of another of their parents / guardians, usually female. Click the blue link to assign a parent/guardian

Contact Details tab

 

Mobile Phone

The entity's mobile phone number

Button-Phone

Click to create and send an SMS to the above Mobile number

No SMS Contact

Enter a date before which no SMS's will be sent to this entity. eg if the entity never wants to be contact by SMS you could enter a date far in the future (31/12/2050)

No Email Contact

Enter a date before which no Emails will be sent to this entity. eg if the entity never wants to be contact by Email you could enter a date far in the future (31/12/2050)

Web Address

The entity's web site address

Email Address

The entity's email address

Language and Nationality tab

See Language and Nationality tab for more details

Personal tab

See Personal tab for more details

Miscellaneous tab

See Miscellaneous tab for more details

See Also

Change SchoolPRO Systems

Customising reports

Finding an Entity

Merge Document Summary form

Message Queue

Selection Forms

School Registry - Email / SMS

Utilities