To edit the bio and contact information for an individual, click the ti ti-pencil button in the upper-right corner of the Person Profile page. Rock will display the edit screen for that person's profile. Most of this screen should be pretty simple, but we have a few helpful tips to share. When you mark an individual Inactive, you’ll be asked to provide a Reason and a Note. This information helps the organization understand why groups of people are leaving and it helps the next person who looks at the record understand why this change was made. Near the top of the screen, you'll notice a warning indicating that changes to this record should be made with caution. This is due to the person's account protection profile level. You can control who can see this warning by editing the block's security settings. Near the bottom of the screen is the Alternate Identifiers section, where you can assign an individual an alternate identifier to use during check-in to speed up the process. Alternate identifiers may include barcode or fingerprint IDs, or any other text you care to use. The Checking-out Check-in manual has more information about this process. NoteBefore NowIn previous versions of Rock, these identifiers were assigned at the family level. Now they are assigned to individuals, and any previous identifiers you may have created have been moved to the family's "head of household", which is typically the oldest male. Rock runs a job every night to find anyone who hasn’t been assigned an Alternate Identifier and assigns them one. So, you can count on the fact that everyone in Rock will have at least one alternate identifier within a day of when their record is created. You can create any number of alternate identifiers, and you can use Lava to look up a person record by any of their alternate IDs, so you can do all kinds of fun things with them! In the Advanced Settings section, you'll find the Combine Giving With field. This helps describe how the individual would like their contributions tracked. In most cases individuals would like to have the contributions tracked as a family (the default option). If someone wants contributions to be tracked separately, just select the blank option. Here you'll also see an option to Lock as Child. This overrides the automated process of updating a person to an adult when they turn 18. By default, individuals in Rock are considered adults when they turn 18 or are designated an adult in a family. The Lock as Child option may be useful for situations where, although an individual is 18, it's best for Rock to continue to consider them a child in a family. This setting will also keep the "Move Adult Children" part of the Data Automation job from reclassifying them within their family automatically. Finally, there's a Search Keys section you'll want to note. Rock is configured to support additional email addresses in this area. These could be outdated email addresses or simply alternate email addresses. Rock will consider these alternate email addresses when looking for matching person records but will not use these alternate addresses for communications. This helps prevent some duplicate records from getting created. Configure a Person As you’ve seen, there are a lot of ways you can describe an individual in Rock. However, there are still a few more configuration options available for you to extend. Below we’ll walk through some of these additional settings on a person. Generally, these options are accessed by clicking the ti ti-pencil icon in the Person Profile page. NoteEach of these settings is a Defined Type. You can add new values for each of these items by editing their Defined Values. See the Rock Admin Hero Guide for more on working with Defined Types. Connection Status The Connection Status helps categorize a person’s relationship to your organization. While many organizations will want to modify these options, the following statuses are available immediately after installation. StatusTypical Usage MemberThis individual has completed all requirements established by your organization to become a member. AttendeeWhile not a member, this person is a consistently active participant in your organization’s services and/or events. VisitorThis status is used when a person first enters through your first-time visitor process. As they continue to attend, they will become an attendee and possibly a member. ParticipantA participant is indirectly involved with your organization. For example, if a family is part of a church’s youth sports program but doesn't attend that church, they would be entered into Rock as participants. ProspectProspect is the default status given to any record that's added from the website. Watch out for duplicate records with these! It's up to your organization to determine the needed connection statuses. These statuses can be modified by an administrator under Admin Tools > Settings > General > Defined Types > Connection Status. Record Types Record types help Rock add some capabilities to track certain types of entities within the database. There are five record types included after the install: Person: A person recordBusiness: A business recordRestUser: A Rest User (API)Nameless Person: An unknown person (see Nameless People) Anonymous Visitor: A visitor to your website who is not known. This is used with Rock's Personalization features. For the most part, it won’t make sense to add additional types unless you’re adding new functionality by writing plugins. Record Status The record status gives you an idea of the state of the relationship between your organization and the individual. Each option included by Rock is discussed below: Active: Denotes an individual who is actively participating in the activities or services of the organization.Inactive: Represents a person who is no longer participating in the activities or services of the organization.Pending: Is used by the system to mark a record that needs to be verified before becoming active. This state is often used when someone registers online, to allow a staff person to confirm the new individual and check that it isn't a duplicate record. You can add your own record statuses but realize that some of the features of Rock assume that the values provided have a certain meaning. Consider using connection statuses rather than record statuses if you need to track a person’s status in a more detailed way. NoteMaking a Person InactiveIn most cases, when you make a person inactive, they will automatically become inactive inside any groups unless the group isn't configured to remove people who are inactivated in the system. Inactive Reasons When someone is marked with the Record Status of "Inactive" it’s a good idea to determine the reason. The system comes configured with the following reasons. No Longer AttendingNo ActivityMovedDeceasedDoes not attend with family It’s simple to add more, so by all means feel free to add your own. Marital Status You also have the option of adding additional martial statuses to Rock. The defaults are: SingleMarriedUnknownDivorced Hopefully these cover it, but if not, then adding them is easy. Phone Types We’ve chosen to release Rock with a limited number of phone type options, allowing you to add others that make sense to you. The default values are: HomeMobileWork Titles The following titles are available in Rock: Mr., Mrs., Ms., Miss, Dr., Rev. and Cpt. Feel free to add more to your liking. Suffixes The following suffixes are available: Jr., Sr., Ph.D., II, III, IV, V and VI. Should you have a VII or VIII, you can add them yourself.