Individual chips

Individual sheets - Kyrios ChMS

Individual files are records of the various entities that may exist in Kyrios, from parishioners the catechists or organizations.

Insert an individual form

You must access the menu File and select Individual Chips

[ATTENTION: This module needs to have a numerator, you must initially go to the Numerators Settings menu]

1. You must select the option 
   
2.  In the first tab Personal data you must fill out the respective form.
   
   
   
   
   
3. The second tab is the Categories, where we choose which role or roles the person/organization plays.
   
   This is where we indicate who you are:
   1. Catechist
   2. MEC
   3. Sick
   4. Pastoral Agent
   5. Catechizing
   6. Elderly
   7. Acolyte
   8. Reader
   9. Deceased
   10. Groups – if you belong to groups for sending emails or SMS
       
4. Select the separator Christian Life to complete all Christian information.
   
   
   
   
   
   
   This is where information regarding:
   1. Frequency of the Eucharist
   2. Sacraments – main data
   3. Catechesis Summary
      
5. Select the separator Professional Life to continue filling out the form with professional data. 
   
6. In the tab Catechist Find the place to put the dates and evaluations of the catechist's various courses: 
   
7. In the tab MEC You can enter the various details of the Extraordinary Minister of Communion.
   
8. In the tab Elderly/Sick can identify the responsible minister of communion, as well as the place and date of the anointing of the sick:
   
9. In the tab Groups You can associate the registration with the various groups you have defined to be able to associate even more positions available in your Parish/institution, such as Scouts. These groups are used to send messages Newsletters and SMS.
   
10. Select the separator Reports, where you can fill in the data regarding the request for authorization for baptism outside the parish and for request suitability for Godfather/Godmother 
    
11. After filling, execute the button 
    

Find an Individual Card

To search and filter individual records, you must use the search at the top:

Just enter what you want and click enter.
There are also more filters available, to do so just click on the arrow on the right side of the search box:

After clicking, all available fields for filtering will appear:

The filters are grouped into General, Personal data, Categories, Contacts, Address and Others. You must click on the grouper to view all available filters.
As an example, if you want to know who does:
– Wedding anniversary
- Birthday
You can open the Others tab and you will find these filters:

You can combine several filters to find exactly what you need and at the end press To look for The results will appear:

When you access the details of a record you do not leave the page with the search results, this way you do not need to carry out a new search, as this continues while you consult the various records.

Consult an Individual File

1. To consult an individual file, simply click on the file you want to open:
   
   And the form will appear in query mode:
   

Duplicate an Individual Card

1. If you need to create a new individual form, but have data that is identical to another form, you can use the duplicate functionality to simplify the work. You can duplicate a card from the list:
   
   Or from query mode:
   
   Then just change the data you want and click save:
   

Edit an Individual Card

1. In the same Individual Forms module, to edit, you must select the option , which can be found in the list, as well as when consulting a record:
   
   

Delete an Individual Card

1. In the same Individual Forms module, to edit, you must select the option , which can be found in the list, as well as when consulting a record: