How to Add or Edit a Sacrament Record in Member Details

This topic 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

Your Ability to See Sacrament Data

Viewing Sacrament Summary Information

Adding a Sacrament Record

Editing a Sacrament Record

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.

Your Ability to See Sacrament Data

Your ability to see sacrament data is controlled by your diocese, specifically:

●       If your diocese chooses to hide a specific sacrament, the sacrament does not appear on the Sacraments tab in Member Details, so you cannot the member's data for that sacrament.

●       If your diocese hides all sacraments, the Sacraments tab is not visible, so you cannot access any of the member's sacrament data.

Note if your diocese removes the restriction to hide a sacrament, the system adds the name of the sacrament back to the Sacrament dropdown list. If the entire list was removed, it is reshown after visibility of any individual sacrament is enabled.

Viewing Sacrament Summary Information

1. Click to display the Member List page.

2. If you manage multiple organizations, select the desired organization from the Organization list.

3. In the Search field, type the name of the member for whom you want to add a sacrament record. Then, click .

4. Select the link under the member's name to display the Member Details tab.

5. Select the Sacraments tab, located at the bottom of the tab.

The Sacrament Entry/Summary shows information for each sacrament.

6. To view more details for a specific sacrament, click its Details link to open the sacrament record.

Adding a Sacrament Record

1. Click to display the Member List page.
2. If you manage multiple organizations, select the desired organization from the Organization list.
3. In the Search field, type the name of the member for whom you want to add a sacrament record. Then, click .
4. Select the link under the member's name to display the Member Details tab.
5. To add a sacrament record, complete the following:

1. Select the Sacraments tab, located at the bottom of the tab.
2. Click to put the record in edit mode.
3. Select the sacrament's Completed checkbox to indicate that the sacrament was completed. Then, supply details for the following:

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.

• In the Date field, click and select a date from the calendar or type the date directly into the field.
• In the Prep Year field, type the year in which preparation for the sacrament took place. The date must entered in YYYY format.
• In the Parish field, enter the location where the sacrament took place. Click to open the Organization Search window. Enter your search criteria to find the exact name of the location.
• In the Celebrant field, select the celebrant's name.

6. Do one of the following:

• Click to save changes to the database. The tab remains in edit mode to enable you to continue adding information.
• Click to save the information. You exit the tab and return to the Member List.
• Click to exit the tab and return to the Member List. You are prompted to save or cancel the task.
• Click to cancel to exit the tab without saving the information.

Editing a Sacrament Record

1. Click to display the Member List page.

2. If you manage multiple organizations, select the desired organization from the Organization list.

3. In the Search field, type the name of the member whose information you want to edit. Then, click .

4. In the grid, select the member's name link to open Member Details.

5. To edit a sacrament record, select the Sacraments tab.

A list of sacraments is displayed.

In view mode, the field label shown on the Holy Orders record is simply "Holy Orders." After you put the record in edit mode, the highest degree conferred for this sacrament is appended to the field label. For example, "Holy Orders (Episcopal)."

6. Click to put the record in edit mode. Alternatively, click the Details link (to open the specific sacrament in edit mode).

7. Make the necessary changes to the record.

8. Do one of the following:

• Click to  save changes to the database. Then, click to exit.

• Click to exit the tab without saving the changes.

Related Topics

About the Member List Page

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