Difference between revisions of "Marital Status"

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[[File:MS_1.png|border]]
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[[File:marital_status.JPG|700px|alt="a screenshot of the marital status drop down list."]]
  
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==Creating/Editing==
  
The Marital Status drop-down list is used to capture information about the orgs/people (usually people) on the system.
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Click on an existing status to edit it or click the 'Enter New Marital Status' button to create a new one.
  
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You can now enter/edit the following details:
  
__TOC__
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* Marital Status Name
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* Notes (for information on this screen only; these notes are not output on any report)
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* [[Display Order]] in the drop down list
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* Active Marital Status? - whether this Marital Status is to be available for use on the system or not
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* Re-naming existing entries will re-name all entries which used that option and it will replace with the new wording.
  
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Click the 'Save Details' button to continue.
  
==Setting up Marital Statuses==
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==Merging==
  
Click on the menu item to see the list of Marital Statuses set up on your system. Click "Enter New Marital Status" to add a new one (or click on the name of an existing one to edit it).
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You can merge marital statuses together if you wish to reduce your options.  This will also update any record using the statuses.  To merge follow the steps below;
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# Click on the status you wish to keep
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# Click the 'here' link (Click here to Merge Maritals)  If you wish to change the details of the record you have selected, this need to be saved first.
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# Select the Status you wish to merge in the drop down list.
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# Click the 'Merge Data' button.
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# Click 'cancel' to abort the change or 'OK' to continue. '''This cannot be undone!'''
  
[[File:MS_2.png|border]]
 
 
 
You can now enter the following details:
 
 
* Marital Status Name
 
* Notes (for information on this screen only; these notes are not output on any report)
 
* [[Display Order]]
 
* Active Marital Status? - whether this Marital Status is to be available for use on the system or not
 
  
[[File:MS_3.png|border]]
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[[File:helpheader_small.png|right]]

Latest revision as of 13:15, 20 September 2024

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"a screenshot of the marital status drop down list."

Creating/Editing

Click on an existing status to edit it or click the 'Enter New Marital Status' button to create a new one.

You can now enter/edit the following details:

  • Marital Status Name
  • Notes (for information on this screen only; these notes are not output on any report)
  • Display Order in the drop down list
  • Active Marital Status? - whether this Marital Status is to be available for use on the system or not
  • Re-naming existing entries will re-name all entries which used that option and it will replace with the new wording.

Click the 'Save Details' button to continue.

Merging

You can merge marital statuses together if you wish to reduce your options. This will also update any record using the statuses. To merge follow the steps below;

  1. Click on the status you wish to keep
  2. Click the 'here' link (Click here to Merge Maritals) If you wish to change the details of the record you have selected, this need to be saved first.
  3. Select the Status you wish to merge in the drop down list.
  4. Click the 'Merge Data' button.
  5. Click 'cancel' to abort the change or 'OK' to continue. This cannot be undone!



Helpheader small.png