Member Information Definitions

You can define additional items of member information (Infos for short). Every member has a complete set of the Infos you define. Infos can be uploaded and downloaded in the same way as member contact details. They can also be maintained on-line by Administrators and by members when permitted.

Selected Infos can be shown in the Membership Directory

The number of Infos you can define is limited to a quota.

Walkthrough: Defining additional items of member information

In the Set Up menu select Member Info Definitions.
Refer to the tables below for a description of each Info definition setting.
Refer to DutyMan Data Forms for instructions on use.

Member Information Definition

Settings for all data types	Description	Req	Max chrs
Info Name	A name to uniquely identify this Info.	Yes	30
Data Type	See below.

Settings for data types other than Heading	Description	Req	Max chrs
Display Name	Shown on web pages to the left of the Info value field.	Yes	30
Required	If Yes then Info values cannot be blank. (Not applicable to YesNo data type.)
Editable	If Yes then members can update this Info on their Profile page.
Shareable	Determines whether or not the Info is visible to all members, for instance in the Membership Directory (if enabled). This setting can be overridden by individual members' privacy settings.
Default Value	The initial value for this Info. You must specify a default if the Info is Required.		255
Apply Default	If Yes then, if Default Value is changed, all instances of the old value are replaced with the new value.
Help Text	Optional help text displayed adjacent to this Info.		255

*Setting for Text* data type**	Description	Req	Max chrs
Maximum Characters	The maximum number of characters that can be typed into the Info value field. Range 1 - 250	Yes

*Setting for Dropdown* data type**	Description	Req	Max chrs
Dropdown Values	A series of values to appear in the dropdown list. The values are separated by semicolons. Type BLANK (uppercase) for a blank value. Example: BLANK;Red;White;Blue		255

Settings for Number data type

Description

Req

Max chrs

Decimal Places

The number of decimal places to show. Auto means show the minimum number. Use 2 for currency.
Examples

Value	Auto	2 dp
123.0	123	123.00
123.100	123.1	123.10

Units

Appears after the Info value field. For example pounds, metres

*Setting for Heading* data type**	Description	Req	Max chrs
Heading Text	The text to appear in the heading.		100

Data Types

Text: free-format character information with a maximum of 255 characters including spaces and punctuation.

Dropdown: values can be selected only from a pre-defined list.

Number: a numeric value in the range -999,999,999.9999 to +999,999,999.9999.

Date: for calendar dates.

YesNo: values can be only Yes or No. Implemented as a checkbox.

Heading: does not hold member data. Used to organise data-holding Infos into sections for clarity.

Presenting Infos on Web Pages

Infos are visible to members on their own >Profile page and in the Membership Directory. Here are some ideas for making them member-friendly:

Use Headings to identify groups of related Infos. For example Qualifications or Boat Details.
Use meaningful Display Names. For example Annual Subscription or Qualification Expiry Date.
Provide Help Text if it is not immediately obvious what an Info is used for.
Use Maximum Characters to limit the size text Infos.
Where appropriate specify the number of Decimal Places and Units for number Infos.