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Patron Pictures Preferences

Image Removed Tools > Preferences > Patrons > Patron Pictures tab

You can apply generic Male, Female, or Unknown images to patrons if they don't have an individual profile picture attached to their record in the Personal Info tab of the Patrons management window; pictures are assigned based on the gender value selected for each patron.

You can affix nearly any image supported by your browser (commonly accepted formats are JPEG, GIF, PNG, or BMP) into one of the three gender-based patron picture fields. If you don't have individual patron portraits assigned in the Personal Info tab of the Patrons management window, these pictures will be used instead. Optimal image size for patron pictures is 186 pixels wide by 240 pixels high.

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Default Patron Images

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Step-by-Step Instructions

Apply New Default Patron Pictures

Follow these steps to apply new gender-based patron picture defaults:

  • Select (highlight) the default patron picture you would like to change (e.g. Male, Female, or Unknown).
    1. New default patron images should measure no larger than 186 x 240 pixels.
    2. New default patron images can be JPEG, GIF, PNG, or BMP (or any other image format that your browser supports).
  • Drag-and-drop your new default patron image onto the Default Picture field.
    • Click Save to apply your changes or Revert to discard them.
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    Grade Table Preferences

    Tools > Preferences > Patrons > Grade Table tab

    Individually enter each grade level relevant to your union in the order they should be sorted and incremented. This is a simple list; the first entry in the Grade Table will be your first grade level, the second will be the next grade level, etc. The Grade and Description entries in the table are fully customizable, allowing you to use whatever terminology you desire. Grades must be advanced manually at the end of each school year by using the Advance All Grades button or the Advance Patron Level utility. Using one of these utilities, you can advance your patrons to the next grade level until they reach the Last Grade level (e.g. Graduated); patrons will never advance past the Last Grade level.

    Settings
    • Last Grade. This user-defined field defines your patron's highest (and final) level of advancement. This level will be assigned to patrons who go beyond the levels defined in the Grade Table. Patrons will not be advanced out of this level when grades are advanced. Default is Graduated and the field must contain a value—it cannot be left blank.
    • Advance Grade After. This value is used to compute the projected graduation date when importing StudentPersonal objects using SIF. Never rearrange the grade table if you are importing with SIF. Changing the Advance Grade After (usually graduation date) does not advance a Grade; changing a Grade does not change the graduation date.
    • Last Date of Grade Advancement. This non-editable field shows when the latest Advance All Grades operation was performed; the date is updated after the utility has completed.
    • Advance All Grades. Each time this is clicked, you essentially add one grade level to each of your patrons until they reach the Last Grade level (described above). To elucidate, each patron in your database that has been applied a level that you defined in your Grade Table will have their level transitioned to the next grade in the table. For example, a patron with the grade level of 6 will advance to 7. COMPanion recommends that you perform an Archive before using the Advance All Grades button. Patrons whose grade/level is either not found or not defined in the Grade Table will not have their grade level advanced.


    Warning

    Grades in the Grade Table need to exactly match the Grade entry in the Patron Management record for the Advance All Grades utility to work. Often, the grades defined in the patron record are mistakenly padded with “0”s which causes the Advance Grade Utility to fail.

    Another example of an error-causing incongruence would be a patron with “5th” in the Grade field of their patron record when “5” is the standard defined in the Grade Table preferences.

    Step-by-Step Instructions

    Add a New Grade Level

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    Remove a Grade Level

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    Edit a Grade Level

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