Forums/Youth Assistant/Getting Setup

VIDEO: Inserting Individuals

Josh Sherman
posted this on Jan 23 09:07 pm

 

1. Click on the "Individuals" button in the left hand navigation panel.

Individuals_Menu.png

2. Click on the "Insert" button at the bottom of the page.

Individual_Insert_Button.png

3. In this pop up window fill out the appropriate fields. 

Individual_Insert_Window.png

TIP: The Schools and Grades should be setup before inserting an individual.

TIP: When inserting a Household from the Individuals window make sure to name the household "Last Name, Father's Name and Mother's Name - "Johnson, Joe and Jane" - This will be great for seeing parent's names fast and if there is another Johnson household it won't create duplicates.

Individual_Household_Corner_Panel.png

Make sure that the "Household Status" is marked correctly. In the Youth Assistant it is going to default to the "Child" because of they Students.

Individual_Household_Insert.png

TIP: When adding siblings that belong to the same family, insert the Household name on the first person, then select the household name for the second and third people.

Individual_Household_Select.png

4. When finished, click the "OK" button.

 
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