Where To Add Family Member & Household Questions
RecTrac 3.1.10.31.00
Table of Contents
Problem
I can't figure out where in RecTrac I need to go to create questions for each household and/or each family member when creating or updating an existing household in RecTrac.
Solution
You can add custom Household or Family Member Questions from the Static Parameters profile.
Steps For Solution
- From the RecTrac main menu go to Profile Assignments.
- Click Static Parameters.
- Click on the HH/FM Questions tab
- Click Add.
- Highlight an existing question with a Question Type of Family Member or Household.
- Or click Add.
- Enter your Question Text.
- Set the Question Type to either Family Member or Household.
- Toggle on Answer Required.
- Fill in any additional necessary question options, and refer to the field-level help for field definitions.
- Click Select.
- Click Save.
Next time a new household account is created for a patron via RecTrac or WebTrac, your custom question(s) will be prompted.