How to collect data on Student Release Authorizations on Contacts Page using a User Code Field


1. Add Codes to User Code Field on Code Table

  • Navigate to the Code Table
  • Choose CON for the Table
  • Choose U1 (or the desired User Code field number) for the Field
  • Add Codes to indicate Yes or No for student release to Contact


Example:


2. Define the Custom Caption for this field

  • Navigate to Define Custom Captions Page
  • Select the CON Table
  • Add Caption to the User Code Field being used


Example:


3. If collecting this information in Parent Data Confirmation:

  • Navigate to the Portal Group > Parent

  • Choose the CON Table Field Level Permissions icon

  • Give Read and Update permissions to the User Code Field being used


This is what it will look like in Parent Data Confirmation when the parent updates/adds a Contact


This is what it will look like on the Contact Screen in Aeries