Field Descriptions and Options

Overview

This document outlines ReadingRecord fields and options. It is meant to assist you when filling out the setup form and is best read along with the ReadingRecord Setup Form Instructions.

Form header

The form header appears on both the patron self-registration and staff add/edit registration forms. It is enabled by default and reads “New Registration” or “Update Registration” (staff only):

While the text cannot be customized the header can be disabled. If you wish to disable the header, see tab 3.

Personal information header

The personal information header is enabled by default:

The text can be customized, for example:

To customize or disable the personal information header, see tab 3.

Library field

When enabled, the library field is required. The label can be customized. Items in the drop-down list are specified on the setup form:

To use the library field, see tabs 3 and 8.

First name & last name fields

The first name & last name fields are required because they (along with the phone field) make a record unique, helping to minimize duplications. Default labels:

If you wish to customize the labels, see tab 3. For example:

Phone field

The phone field is required because it (along with the first name & last name fields) make a record unique, helping to minimize duplications. By default this field is configured for 10-digit numbers:

The label can be customized. For example:

You can also include a default area code:

The error message (in red) can also be customized:

ReadingRecord can also be configured for 7-digit phone numbers:

To configure the phone field, see tab 3.

Tip: Since small children often don't have phones, moving the phone field to the guardian information section and relabeling it can help avoid confusing patrons and staff.

Age field

When enabled, the age field is required. The label can be customized. Items in the drop-down list are specified on the setup form:

To use the age field, see tabs 3 and 9.

Birth Date field

When enabled, the birth date field can be optional or required. Default label:

The field label can be customized. For example:

To use the birth date field, see tab 3.

Note: Currently no enforcement of the birthdate input format (eg: mm/yyyy or mm/dd/yyyy) is supported. This will be fixed in a future release.

Gender field

When enabled, the gender field is required. The label can be customized. Items in the drop-down list are specified on the setup form:

To use the gender field, see tabs 3 and 10.

City field

When enabled, the city field is required. The label can be customized. Items in the drop-down list are specified on the setup form:

To use the city field, see tabs 3 and 11.

Zipcode field

When enabled, the zipcode field is required. The label can be customized. Items in the drop-down list are specified on the setup form:

To use the zipcode field, see tabs 3 and 12.

E-mail field

When enabled, the e-mail field can be optional or required. Default label:

To use the e-mail field, see tab 3.

Note: While ReadingRecord cannot check for a valid address, it does require the format to be in the form “address@domain.com”.

Barcode field

When enabled, the barcode field can be optional or required. The label can be customized, the default is:

To use the barcode field, see tab 3.

School information header

The school information header is enabled by default:

The text can be customized, for example:

To customize or disable the school information header, see tab 3.

Grade field

When enabled, the grade field is required. Items in the drop-down list are specified on the setup form:

The label can be customized. For example:

To use the grade field, see tabs 3 and 13.

School field

When enabled, the school field is required. Items in the drop-down list are specified on the setup form:

The label can be customized. For example:

To use the school field, see tabs 3 and 14.

Guardian information header

The guardian information header is enabled by default:

The text can be customized, for example:

To customize or disable the guardian information header, see tab 4.

Guardian first name & last name fields

When enabled, the guardian first name & last name fields can be optional or required. Default labels:

If you wish to customize the labels, see tab 4. For example:

Guardian phone field

When enabled, the guardian phone field can be optional or required. This field uses the same format (7-digit or 10-digit) as the phone field:

The label can be customized. For example:

You can also include a default area code:

The error message (in red) can also be customized:

ReadingRecord can also be configured for 7-digit phone numbers:

To configure the guardian phone field, see tab 4.

Tip: Since small children often don't have phones, using the phone field instead of the guardian phone field (and moving it to the guardian information section) can help avoid confusing patrons and staff.

Guardian e-mail field

When enabled, the guardian e-mail field can be optional or required. Default label:

To use the guardian e-mail field, see tab 4.

Note: While ReadingRecord cannot check for a valid address, it does require the format to be in the form “address@domain.com”.

Guardian barcode field

When enabled, the guardian barcode field can be optional or required. The label can be customized, the default is:

To use the guardian barcode field, see tab 4.

Consent checkbox field

When enabled, the consent checkbox field can be optional or required:

The label (left of checkbox), information (right of checkbox) and error message (red text) can be customized:

To use the consent checkbox, see tab 5.

Registration validated checkbox field

The staff checkbox field is required and appears on the staff add/edit registration form only. It is unchecked and hidden for registrations entered via the self-registration page. It is checked for registrations entered via the staff page:

When viewing a validated registration, the date & time is shown to the right of the checkbox:

Note: Although this field is required, you may safely ignore it if you wish. Some libraries use this field to track how many patrons self-register but never actually participate in summer reading (Eg: They never came to the library to validate their registration, pick up a reading log, etc.). The field works like this:

  • For patrons who self-register, the box is unchecked and hidden.
  • The box is checked by default when registering a patron from the staff menu. ReadingRecord assumes staff are entering the data correctly. ;-)
  • Staff can check the box when “validating” a patron's record, eg: when they pickup their first reading log/materials.
  • The box is automatically checked when staff mark a level as complete. You'll see a message to that effect.

You may ignore it completely and ReadingRecord will attempt to “do the right thing” by marking the registration valid when you mark a level complete.

Public checkbox field

The public checkbox field appears on both the patron self-registration and staff add/edit registration form. It can be used to collect additional information in a 0 (unchecked) or 1 (checked) format. When enabled, it can be optional or required:

The label (left of checkbox), information (right of checkbox) and error message (red text) can be customized:

To use the public checkbox, see tab 5.

Public dropdown field

The public dropdown field appears on both the patron self-registration and staff add/edit registration forms. It can be used to collect additional information based on the contents of a drop-down list. When enabled, it is required. The label can be customized and items in the drop-down list are specified on the setup form:

To use the public drop-down, see tabs 5 and 15.

Public textbox field

The public textbox field appears on both the patron self-registration and staff add/edit registration forms. It can be used to collect additional information as free text. When enabled, it can be optional or required. The label can be customized:

To use the public textbox, see tab 5.

Staff checkbox field

The staff checkbox field appears on the staff add/edit registration form only. It can be used to collect additional information in a 0 (unchecked) or 1 (checked) format. When enabled, it can be optional or required:

The label (left of checkbox), information (right of checkbox) and error message (red text) can be customized:

To use the staff checkbox, see tab 6.

Staff dropdown field

The staff dropdown field appears on the staff add/edit registration form only. It can be used to collect additional information based on the contents of a drop-down list. When enabled, it is required. The label can be customized and items in the drop-down list are specified on the setup form:

To use the staff drop-down, see tabs 6 and 16.

Staff textbox field

The staff textbox field appears on the staff add/edit registration form only. It can be used to collect additional information as free text. When enabled, it can be optional or required. The label can be customized:

To use the staff textbox, see tab 6.

 
info/field_descriptions_and_options.txt (9814 views) · Last modified: 2014/03/11 19:07 by esisler