PSFS Family Directory - Reports: How to ensure the parents' information shows on a Sacramental Certificate, Registration Forms, and Rosters

How to ensure the parents' information shows on a Sacramental Certificate, Registration Forms, and Rosters

The Parent's Names for a sacramental certificate as well as for the student registration form are pulled from a child's Member Details under the "General Tab" where it shows a section for "Father Name" and "Mother Name."

There are times when parents' names do not display on the sacrament certificate in the Sacraments module or on the student registration form in the Religious Education module due to the sequence of events in creating the records. You will be able to correct this error by taking the following steps:

Open the Member Details for the Student.
Click on the General tab
Click on Edit Details.
If the parents have both a head silhouette with a green plus sign AND one with a red minus, the parent is correctly linked.
If there is only a silhouette with a grey plus, the parent is NOT linked. Click on the Head silhouette with the grey plus sign next to the Father or the Mother name.
In the pop-up menu, type in the name of the parent and select their Member record by clicking on the radio button next to their name. Then click Accept.
Repeat for the second parent, if applicable.
Click on Save & Close.
The parent's information will now populate the Student Registration Form, the Sacramental Certificate as well as the Rosters.