Content Column |
---|
tabbed-blocks | tabs |
---|
width | 100% |
---|
id | 658075785 |
---|
| Content Block |
---|
| People Management allows an Operator to add People, edit History, and update information. The left side is a list of people. The right shows the information associated with the person currently selected on the left. On the right hand there are tabs for; Overview, Information, Classification, Access, and Checks. Above the tabs are the control features Lock/Unlock, Actions, Revert, Save, and Help. Below the People list on the left you'll find the Add, Quick Search, and Search features. Info |
---|
Before any changes can be made, unlock the records by clicking on the Lock icon. |
Click the Actions menu for the following options: SearchClick the Search icon below the list to locate a specific person record.
|
Content Block |
---|
| The Overview tab displays the most pertinent information related to the selected Person record. Person IDThis is an open field that allows you to assign a unique ID for an individual in the KeepnTrack system. When manually assigned the Person ID must be unique to that person and be 3 to 15 characters in length using only letters and numbers. Anytime KeepnTrack assigns a PersonID it will be generated from the first letter of the person first name, the first letter of their last name, and a 5 digit number. Prefix/SuffixEnter a prefix, suffix, or title for this person. First NameEnter the first name of your person. Last NameEnter the last name of your new person. BirthdateEnter the person’s date of birth. KeepnTrack recognizes many different date formats, but we recommend MM/DD/YYYY. SexSelect Male, Female, or Not Specified. EthnicitySelect a person’s ethnicity using this drop-down menu. This list can be adjusted by operators in Kiosk Preferences. Sign-In MessageThis message will be displayed when this person signs in. For example, if a student has lost a backpack, an operator could have KeepnTrack display "Have student check lost and found for backpack" when he or she signs in. Quick InfoThis portion of the screen displays important information about the selected person, but it also provides links to the associated fields. |
Content Block |
---|
name | Information |
---|
id | 658549365 |
---|
| The Information tab displays contact and other information about the selected person. Address- Address Lines
- City
- State/Province
- Postal Code
PhoneTo the right of the Phone Number fields, there is a radio button for Primary Phone. The number selected as primary will be displayed on the Overview tab. - Home Phone
- Mobile Phone
- Work Phone
- Fax
- Emergency Contact
- Email
- Employer
- Organization
Identification- Government ID
- This field is for any type of government identification, such as Social Security, Military ID, etc.
- It is for matching purposes only and cannot be viewed.
- Driver's License #
State/Province
NotesEnter any information other people need to know about this person, such as medical allergies. |
Content Block |
---|
name | Classification |
---|
id | 658553213 |
---|
| The Classification tab gives information about the classifications assigned to this person. A person can have multiple classifications. There are five subtabs within the Classification tab. In each tab, select whether or not this person should have that classification. Image Added VisitorBy default, every person in the KeepnTrack system is a Visitor; however, they can have multiple Classifications. Effective/ExpirationEnter effective dates to mark a date in the future when this person can sign in under this Classification and an expiration date if they expire. License Plate #License plate of the vehicle belong to this person. Vehicle DescriptionGeneral description of their vehicle. Vehicle RegistrationState of registration for the vehicle. Has Felony ConvictionUndeclared, No, or Yes
VolunteerApproved facility Volunteers (i.e. parents, student aides, members of the community, etc.). Authorized VolunteerSelect if this person is an authorized volunteer Effective/ExpirationEnter effective dates to mark a date in the future when this person can sign in under this Classification and an expiration date if they expire. Volunteer TypeDrop down for Volunteer types are set in Account Preferences. Application NotesThis field displays notes made on the Volunteer Application by the volunteer. View Preferred ActivitiesDisplays those Activities this person would prefer to volunteer for. These are set in the Application and can be modified in Person Status. Preferred TimesThis is an editable field that displays the times the volunteer would prefer to work. This is an optional part of the Volunteer Application and can be modified in Person Status. View Custom FieldsShows any custom question, and answers given by the Volunteer in the Application.
StudentAuthorized StudentAuthorizes this person to sign in as Student. Effective/ExpirationEnter effective dates to mark a date in the future when this person can sign in under this Classification and an expiration date if they expire. Student IDThe student's ID number. Family IDThe Family ID can be used by an associate member of a family. TeacherThe student's teacher. HomeroomThe Homeroom for the student being viewed. GradeThe Student's current grade. Bus #1The bus taken buy the student. Bus #2This field is for a secondary bus. Block Sign-OutFor emergency situations when you need to prevent anyone from signing the student out. Allowed to be Signed Out ByThis is a list of people who are authorized to sign the Student out. If the person signing the student out is in the KeepnTrack system, their picture will be displayed here. Go here to learn more about this feature.
StaffAuthorized StaffAuthorizes this person to sign in as a Staff member. Effective/ExpirationEnter effective dates to mark a date in the future when this person can sign in under this Classification and an expiration date if they expire. Staff TypesDrop down for the Staff types. Staff types are set in Account Preferences. Hire DateThe date this person was hired. Staff IDThe ID issued to this person.
VendorAuthorized vendors for your facility (i.e. food services, book fairs, mail delivery, etc.). Authorized VendorAuthorizes this person to sign in as a Vendor. Effective/ExpirationEnter effective dates to mark a date in the future when this person can sign in under this Classification and an expiration date if they expire. Include Content |
---|
| page | Classification Tab
---|
Content Block |
---|
|
Include Content |
---|
render-without-blocks | true |
---|
block-names | About |
---|
page | Checks Tab |
---|
retain-block-width | true |
---|
|
Back to Top
Include Content |
---|
render-without-blocks | true |
---|
block-names | Sex Offender Registry |
---|
page | Checks Tab |
---|
retain-block-width | true |
---|
|
Back to Top
Include Content |
---|
render-without-blocks | true |
---|
block-names | Background Checks |
---|
page | Checks Tab |
---|
retain-block-width | true |
---|
|
Back to Top
Include Content |
---|
render-without-blocks | true |
---|
block-names | Step-by-Step |
---|
page | Checks Tab |
---|
retain-block-width | true |
---|
|
Back to Top
|
|
|