Important Notice: This article applies to the New ParishSOFT Platform. If your diocese hasn’t migrated yet, explore our knowledge base for relevant resources.
In the Administration Module, go to Lookups.
Under Tables, select Event Category. From the grid tools, click + to add a category.
Add an Event Category description, "Security" then click Save.
Add an event in the chosen category
Under Tables, select Events.
From the Event Category drop-down list, choose the Event Category that you just added (Security). Then click Select.
After selecting the Event Category, add an Event Name Record called "Authorized Pickup."
Click + to add the record.
Add the description, Authorized Pickup.
Check the Active box
Click Save.
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Note: Once you have completed these preparation steps, you should not have to do them again. In the future, you may simply add the names of the authorized individuals to the student's Life Events Record without repeating the instructions above.
Add the names of the authorized individuals in the student's Life Events Record
Go to the student's member record either through the Family Directory → Member List:
Click on Life Events.
Enter the contact names in the comment field. This is a free text field and you may add any information you would like: authorized contact name, relationship to the student, phone number. If there are several authorized contacts to add, simply click the add button to the right when in Edit Events.
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