Posted September 29, 2021
You need the “Full” role in the appropriate module to create an attribute. For more information, review Roles Dictionary.
1. Navigate to Maintenance > [Record Type] Attributes. Example: To create student attributes, go to Admin > Maintenance > Student Attributes.
2. Select an Attribute Category for your new attribute.
3. Specify the Attribute name.
4. Click the Add Attribute button.
5. Select the desired data type.
a. If text Data Type is selected, you may optionally specify a Lookup Type. Check Allow Custom Text to allow users to add their own values not listed in the dropdown.
6. If you are creating a Calculated Attribute, select a filter from the Calculate From dropdown.
7. Set Attribute Timing to Year-Specific if the data you are collecting is year-specific. Otherwise, set the field to Global. Note: In student forms, Year-Specific attributes automatically use the School Year specified in School Info. In Inquiry Forms/Online Application, Year-Specific attributes automatically use the Admissions Year specified in School Info.
8. Specify a Flag color if desired.
9. Click Apply.
To create an attribute category, follow the steps of Creating Attribute Category.
To record an attribute on a record, follow the steps of Recording Attribute.