Person, Household, and Organization Management

Here is the new version of this article in the Veracross Community. Overview Users can add and manage custom genders and pronouns in Veracross via several links on the System homepage (Configuration section, under Classification): Genders: M...

Here is the new version of this article in the Veracross Community. 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 w...

Here is the new version of this article in the Veracross Community. 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...

This article details how to add a new person record and associate them to a household in Axiom.

Here is the new version of this article in the Veracross Community. 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&rdqu...

Here is the new version of this article in the Veracross Community. 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...

Here is the new version of this article in the Veracross Community. Overview Each night a process runs that creates "missing" relationships between people based on preexisting relationships.  Typically only immediate-family relati...

Here is the new version of this article in the Veracross Community. 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-enrollme...

Here is the new version of this article in the Veracross Community. 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 expla...

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...

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.

Here is the new version of this article in the Veracross Community. 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, daugh...

Here is the new version of this article in the Veracross Community. 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 n...