Responsible Person(s) Tab

Purpose

The Responsible Person(s) tab is used to display, add, delete, or update any person associated with a client as a responsible party.

Required Fields

Field Name

Description

Relation

This is the selected responsible person's relation to the client. Assign or change the relation by choosing a relationship from the 'Relation' pick list. *Note*

Other Fields

Field Name

Description

Last Name

This is the selected responsible person's last name. Assign or change a last name by typing the desired name into the 'Last Name' text box.

First Name

This is the selected responsible person's first name. Assign or change a first name by typing the desired name into the 'First Name' text box.

Middle Name

This is the selected responsible person's middle name. Assign or change a middle name by typing the desired name or initial into the 'Middle Name' text box.

Telephone

This is the selected responsible person's telephone number. Assign or change the telephone number by typing the numbers into the 'Telephone' text boxes.

Extension

This is the selected responsible person's telephone number extension. Assign or change the extension by typing the number into the 'Extension' text box.

Street Address

This is the selected responsible person's street address information. Assign or change the street address by typing the numbers and/or letters into the 'Street Address' text box. For example: 1520 Main Street.

Other Address

This is the selected responsible person's other address information. Assign or change any additional address information by typing the numbers or letters into the 'Other Address' text box. For example: Apt. # 6.

Mailing Address

This is the selected responsible person's mailing address information. Assign or change the mailing address by typing the numbers and/or letters into the 'Mailing Address' text box. For example: P.O. Box 3036. The mailing address is used as the default address on mailing labels, screens, etc., where only one address line is allowed. If there is no mailing address, the street and/or other address are used.

City

This is the city in which the selected responsible person currently lives. Assign or change the city by typing the name of the city into the text box directly following 'City'.

State

This is the state in which the selected responsible person currently lives. Assign or change the state by selecting the desired state from the 'State' pick list.

Zip

This is the ZIP code in which the selected responsible person currently lives. Assign or change the ZIP code by typing the five-digit number into the 'ZIP' text box.

+4

This is the extension of the ZIP code in which the selected responsible person currently lives. Assign or change the ZIP code extension by typing the four-digit number into the '+4' text box.

Notices?

This check box is used to determine whether the selected responsible person will be sent reminder/recall notices. If the box is checked, the responsible person is eligible to receive the notices. (This depends upon whether or not the 'Allowed Contact' field on the Client Information Tab is checked, and whether or not they have sufficient address information.) If the box is unchecked, they will not receive notices.

Notes

Required Fields

In order for the registry to create and maintain a record for a client, school, etc., there is a minimum amount of information necessary that must be provided by a user. These select pieces of information are the Required Fields and are denoted in the registry by the blue information field labels as seen in the example below.

Mothers First Name

Field Name	Description
Relation	This is the selected responsible person's relation to the client. Assign or change the relation by choosing a relationship from the 'Relation' pick list. Note

Field Name	Description
Last Name	This is the selected responsible person's last name. Assign or change a last name by typing the desired name into the 'Last Name' text box.
First Name	This is the selected responsible person's first name. Assign or change a first name by typing the desired name into the 'First Name' text box.
Middle Name	This is the selected responsible person's middle name. Assign or change a middle name by typing the desired name or initial into the 'Middle Name' text box.
Telephone	This is the selected responsible person's telephone number. Assign or change the telephone number by typing the numbers into the 'Telephone' text boxes.
Extension	This is the selected responsible person's telephone number extension. Assign or change the extension by typing the number into the 'Extension' text box.
Street Address	This is the selected responsible person's street address information. Assign or change the street address by typing the numbers and/or letters into the 'Street Address' text box. For example: 1520 Main Street.
Other Address	This is the selected responsible person's other address information. Assign or change any additional address information by typing the numbers or letters into the 'Other Address' text box. For example: Apt. # 6.
Mailing Address	This is the selected responsible person's mailing address information. Assign or change the mailing address by typing the numbers and/or letters into the 'Mailing Address' text box. For example: P.O. Box 3036. The mailing address is used as the default address on mailing labels, screens, etc., where only one address line is allowed. If there is no mailing address, the street and/or other address are used.
City	This is the city in which the selected responsible person currently lives. Assign or change the city by typing the name of the city into the text box directly following 'City'.
State	This is the state in which the selected responsible person currently lives. Assign or change the state by selecting the desired state from the 'State' pick list.
Zip	This is the ZIP code in which the selected responsible person currently lives. Assign or change the ZIP code by typing the five-digit number into the 'ZIP' text box.
+4	This is the extension of the ZIP code in which the selected responsible person currently lives. Assign or change the ZIP code extension by typing the four-digit number into the '+4' text box.
Notices?	This check box is used to determine whether the selected responsible person will be sent reminder/recall notices. If the box is checked, the responsible person is eligible to receive the notices. (This depends upon whether or not the 'Allowed Contact' field on the Client Information Tab is checked, and whether or not they have sufficient address information.) If the box is unchecked, they will not receive notices.