How to add or edit a sacrament record in member details
This article shows you how to add or edit information in a sacrament record in Member Details. The ability to perform these tasks depends on organization-wide permissions and user permissions.
Understanding Permission Settings for Adding and Editing Sacrament Data
Viewing Sacrament Summary Information
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Understanding Permission Settings for Adding and Editing Sacrament Data
The following ability to add or edit a member's sacrament information is controlled by the following:
● Sacrament permissions (applies to editing only)
The higher-level organization determines whether or not an organization it oversees can edit sacrament records. Therefore, you can edit sacrament records only if the higher-level organization enables sacrament permissions for the organization in which you reside.
● Product license key
For you to add or make changes to member sacrament records, the organization in which the you reside must have an active product license key for the Family Directory module.
● Staff permissions
You must have the appropriate permissions (Family Directory > Add/Edit) assigned to you to add or make changes to sacrament records. These permissions are assigned by your organization administrator and tied to your login credentials.
If you are having trouble adding or editing sacrament records, contact your organization administrator for assistance.
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Viewing Sacrament Summary Information
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Click Member List to display the Member List page.
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If necessary, select the organization from the Organization list.
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In the Search field, type the name of the member for whom you want to add a sacrament record. Then, click
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Select the link under the member's name.
The Member Details tab for the selected member is displayed.
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Select the Sacraments tab, located at the bottom of the tab.
The Sacrament Entry/Summary shows information for each sacrament.
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To view more details for a specific sacrament, click the Details link to open the sacrament record.
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Adding a Sacrament Record
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Click Member List to display the Member List page.
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If necessary, select the organization from the Organization list.
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In the Search field, type the name of the member for whom you want to add a sacrament record. Then, click
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Select the link under the member's name. The Member Details tab for the selected member is displayed.
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To add a sacrament record, complete the following:
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Select the Sacraments tab, located at the bottom of the tab.
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Click Edit Details to put the record in edit mode.
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Select the sacrament's Completed checkbox to indicate that the sacrament was completed. Then, supply details for the following:
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All of the following information is not required. Therefore, provide as much information as you know. You can always come back later to add or edit the information.
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In the Date field, click the calendar icon and select a date from the calendar or type the date directly into the field.
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In the Prep Year field, type the year in which preparation for the sacrament took place. The date must entered in YYYY format.
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In the Parish field, enter the location where the sacrament took place. Click the browse button to open the Organization Search window. Enter your search criteria to find the exact name of the location.
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In the Celebrant field, select the celebrant's name.
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Do one of the following:
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Click the Save button to save changes to the database. The tab remains in edit mode to enable you to continue adding information.
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Click the Save & Close button to save the information. You exit the tab and return to the Member List.
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Click the Close button to exit the tab and return to the Member List. You are prompted to save or cancel the task.
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Click the Cancel button to cancel to exit the tab without saving the information.
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Editing a Sacrament Record
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Click Member List to display the Member List page.
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If necessary, select the organization from the Organization list.
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In the Search field, type the name of the member whose information you want to edit. Then, click
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Select the link under the member's name. The Member Details tab for the selected member is displayed.
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To edit a sacrament record, complete the following:
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Select the Sacraments tab, located at the bottom of the tab.
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To the right of the sacrament record you want to edit, click the Details link. The record opens in edit mode.
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Make the necessary changes to the record.
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Do one of the following:
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Click the Save button to save changes to the database. Then, click Close to exit.
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Click Cancel button to cancel to exit the tab without saving the information.
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