PSFSr Family Directory - Family List: How to add a member record to a family

How to add a member record to a family

To jump directly to the step-by-step written instructions, click here




How to add a member record to a family

  1. Select Family Directory from the Navigator Bar. This will open the Family List page.
  2. Use the search tools to find the family.
  3. To learn how to update the family record, click here.
  4. To navigate to the Member Details page, click the Member Details tab at the top left of the Family Details page.
  5. To learn how to import a member from their original family into this family (as in the case of a new marriage), click the link.
  6. To add a new member to this family, click the Add button. The member form opens.
    • Simply click on the field you need to populate or update. Some fields are pre-populated, but they may be changed. 
    • A Vcaret to the right of the field name indicates you must populate the field by selecting the value from a dropdown list. Dropdown values are populated through a lookups table. To learn how to add lookup values, click here.
    • A red asterisk next to the field name indicates a required field. You will not be able to save the record until all required fields are populated.
  7. Most of the fields are self-explanatory. 
  8. Once you are done with this record:
    • Add: if you want to simply save the record, click the Add button at the bottom of the page.
    • Add & New: if you want to add another record to this family, click this button.
    • Add & Edit: if you want to save the changes you have made so far, and then continue to make changes, click this button.
    • Cancel: to clear this form but stay on the record, click this button.
    • Close: to close out of the member record and exit back to the family list page, click this button.



Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request