Person and Household Management

This section details how to manage person records and their interactions within their household records.

Articles

Adding Custom Genders and Pronouns
Overview Users can add and manage custom genders and pronouns in Veracross via several links on the System homepage (Configuration section, under Classification): Genders: Male and female are the default options and cannot be modified. Add new ...
Assigning Child Custody to Guardians
Overview Sometimes, a grandparent, relative, or other person will take care of a child instead of a parent. In these scenarios, it is important to set up permissions correctly within Axiom to avoid potentially uncomfortable situations in the future...
Create New Household For Person Procedure
Overview This procedure will remove a person from one household and place them in their own household. Use cases where this procedure might be helpful include: Data cleanup as part of the implementation process Moving parents to separate househo...
Creating a Person/Household in Axiom
This article details how to add a new person record and associate them to a household in Axiom.
Custody Statuses
Overview Legal custody of a student can be unique to each situation. In Veracross, custody is defined on the person relationship record by checking the “Legal Custody” field. Custody Statuses If the flag is indicated on a relationship...
Deceased Constituents
Overview To indicate that a person has passed away, navigate to the Other tab of the person record and enter the Date of Death. If the Date of Death is not known, the school may enter a date that is used internally to represent an unknown date of d...
Generate Missing Relationships
Overview Each night a process runs that creates "missing" relationships between people based on preexisting relationships.  Typically only immediate-family relationships and sometimes grandparent relationships are entered by users of...
Number of Children Calculation
Overview There are a number of reasons why it might be helpful to know the number of children a family has at a school. Perhaps the most evident use is during online re-enrollment for calculating second or third number of student tuition discounts....
Parent 1-4 Definitions and Logic
Overview Veracross populates the Parent 1, Parent 2, Parent 3, and Parent 4 fields on a person record according to a predetermined logic. The purpose of this article is to explain how the list is propogated and what factors determine what orde...
Parent 1, 2, 3, and 4 Fields on Student Records
Overview There are a number of things to consider regarding how logic is applied to parent order and divorce. This article highlights some basic information around how logi is applied to parental hierarch (Parent 1-4) and situations involving divor...
Person Reference Numbers
Veracross provides a way to store reference numbers associated with people. Schools can define as many reference number types as they want — a common usage is to record legacy ID information during implementations.
Person Relationships
Overview A relationship between two people is defined with a relationship record in Veracross. On the relationship record, the relationship can be defined (mother, father, daughter, brother, etc.) and additional data can be tracked to define attrib...
Process for Managing Divorce
Overview When a couple divorces and one spouse moves to a new address, the spouse who moves out needs to be moved to a new household and relationship/custody records need to be adjusted accordingly. Database Processing Put the Moving Sp...