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...
If a person enrolls after the "Start School Year Procedure" has been run, do they automatically get the student role?
No, if someone enrolls after the "start school procedure" is run, they will have the “future student” role until their entry date comes. You can manually update the role from "future student" to "student" on...
When is the Department Classification automatically assigned to a faculty record?
When the nightly process is determining the classifications for a given user, it checks the following things in order: The person roles tied to the department The department associated with the subject of any classes they teach. If they have a h...
What determines how faculty receive email for a given department?
The Classifications assigned to a person record determine which system group someone is added to, which — in turn — informs which departments the faculty member receives emails for. The English department classification here include...
How do I determine if I can add a new Person Classification?
If a classification type is a System classification, our engineering team must add this on your behalf. If it is a school-defined classification, it can be done by you at the school. To determine what kind of classification it is, navigate to the Sy...
Why does the Coach role reset during overnight scripts?
Axiom manages the coach role differently than other roles in the system. Where a lot of roles are tied to the status of the class being completed or active, coaches are tied to the broader school year. Anyone tied to a "team" as either a c...
When adding a profile code, does the system automatically generate a person classification for it?
Yes.  You can see the result immediately by running the "Refresh Person Classifications" Action menu item on the System homepage, or you can wait for the nightly script to do this automatically.  The system will also auto-fill t...
How do I add a new faculty type?
To add a new faculty type, navigate to the System homepage and click Add>Faculty Types. Enter a Description and select the appropriate School Level and click Add Faculty Type to save your changes.
How can I indicate a record has a particular profile code without filtering the results to just records with that profile code?
To indicate a record has a particular profile code, use the "Profile Code Exists" function field in the query. This field allows you to include all results but displays an indicator if the person has one or more of the profile codes listed...
What security role(s) allows users to add person classifications to records?
Person classifications can be added to person records to to manage attributes that require begin/end dates, school years, or notes. Person classifications can be added from person records via the Classification tab. Click  Add Record... t...
Can I remove person roles in batch?
Schools cannot batch add or delete person roles from people and assistance from Veracross is required to batch add or batch remove person roles. To pursue this option, please submit a ticket through our client support portal. Be sure to include: a...
What determines a faculty or staff member’s Primary School Level?
Primary School Levels are determined by the Faculty Type associated to the faculty or staff member’s person record.  You can review and update the Faculty Type for Staff or Faculty members on the General or HR tab of their Person reco...
Can unused person roles be disabled or removed from drop-down menus?
Unused person roles cannot be disabled or removed from drop-down menus. As a way to minimize the impact of these extra person roles, the Selection Sort Key on unused person roles can be adjusted to move unused items to the bottom of the list usin...
How/who can add new awards within an award type?
Awards are special statuses that can be configured and are usually awarded to students. To create a new award, perform the following steps: From the System homepage , click on the +Add button and select the "Awards" option. Fill in ...
Can we add custom person roles?
At this time, we do not add custom person roles and instead recommend using Profile Codes (with the "Include in Roles" option enabled) or Person Classifications. More information about each can be found the Profile Codes vs. Person Class...