Profile Codes, Person Roles & Person Classifications

A number of flags can be added to records that provide additional functionality and grouping capability. Learn how to use profile codes, person roles, and person classifications here.

Articles

Adding School Awards to Person Classifications
Overview Schools are able to add Awards, such as Athletic Awards (e.g Most Valuable Player, Most Improved, etc.), Academic Awards (e.g High Honors, Honors, etc.), and Fine Arts Awards (e.g Most Creative Art Piece, Best Performance, etc.) within Ver...
All Roles Person Role Field
Overview Roles define a person’s relationship to the school. People often have multiple roles associated with their record. Roles determine who a person is and is frequently the easiest way to search for certain types of people. Roles also de...
Alumni Equivalent Profile Code
Overview “Alumni Equivalent” is a System Profile Code that can be assigned to any persons who are then treated as alumni throughout the system; specifically by being: given alumni-related development classifications allowed to h...
How to Use Person Classifications
Overview Person Classifications are used to manage attributes that require begin/end dates, school years, or notes. A person’s record can be “tagged” with classifications to indicate person-specific information, such as sports pla...
How to Use Profile Codes
Overview Profile codes are a quick and simple way to tag an individual person, or group of people with a yes/no attribute. They act as a flag to help mark records that have a certain characteristic. This tag enables users to run reports to find rec...
Person Role Definitions
Overview Person roles define a person’s relationship to the school and determine the fields that are displayed on that person’s record. Persons can have multiple roles associated with their record. The roles assigned to a person can be...
Profile Codes vs. Person Classifications
Overview Schools are able to tag people within the system with profile codes and/or person classifications. Profile Code:  a tag for an individual, groups of people, organization or donation/pledge with a yes/no attribute. Person Classifi...