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Get to Know: The Unified Person Record
Get to Know: The Unified Person Record

Learn how the UPR organizes an individuals information

Updated over a week ago

In Campminder, you can maintain various types of records, including staff, child camper, adult camper, parent, donor, contact, and alumni.

Every Unified Person Record (UPR) in Campminder follows a standard format: the top section includes two 'cards' – the person card on the upper left and the contact card on the upper right – while the lower section contains tabs that provide additional information.

The Upper Record Cards

The upper record card is broken into two sections: the contact card (on the left) and contact info card (to the right.)

A camper Upper Record

A staff member Upper Record

An Adult Upper Record

Video Tutorial:

The Contact Card

On the left side, the contact card displays essential information about a camper, such as biographical details (birthday, age, grade, gender, identity, and pronouns), address, and contact information.

  • For campers, the contact details of their parent/guardian are highlighted at the top of the card. Below the avatar, tiles and tags are also visible. To modify this information, click on the yellow "person edit" link

  • For Staff, the contact details include home address, school information and the personal link to CampInTouch. To modify this information, click on the yellow "person edit" link.

πŸ“– Related Help Materials:

The Contact Info Card

The Contact info card has three tabs across the top.: "Child Info" (or staff, adult, etc.), "Relationships", and "History".

  • For campers, The 'child info' tab shows school, years at camp, current season's division, and any enrollment notes. Features like the lead card and envelope label are in the upper right corner.

  • Managing session details is straightforward; easily track camper participation in all of their sessions For any modifications, simply click on the 'Session Edit' link, and the green 'History' button to review previous session records.

  • Additional details, like lead source and t-shirt size, are under the child info button.

πŸ’‘Tip: All relationships are clickable, linking directly to that person's record.


The Lower Record Card

The lower half of the UPR consists of several 'tabs' whose content varies based on the record type (alumni, parent, etc.).

Note: Each type of record (camper, adult, staff, etc.) will show a different selection of tabs. Additionally, the "adult" sections are only relevant to camps using Adult and Family Application.
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Tabs are available on ALL records:

  1. The Household Tab:

    Each individual is part of a 'household,' whether they live alone or with others. Children are associated with a Primary Childhood Household, while staff and adults are linked to a Principal Household. The household tabs include an Address book and list all members of the household.

  2. The Notes Tab:

    On this tab, you'll find any existing notes on the record, along with the option to add more.

  3. The Bulletins Tab:

    Any bulletins related to this person will appear on this tab.

  4. The Comm. Tab:

    To compose an email, use this tab. Click the small arrow beside it to see past emails. This tab also lets you create documents for specific people.

  5. Donations:

    Regardless of the record type, if you add a Pledge or a Gift on this tab, it adds the Donor tile to the record. Also, if a donation made in a different record has tagged this person in the "also credit," it will appear here.

  6. Photo:

    Once you replace the generic avatar picture in a record, you can also store the photo on this tab, or add new photos on this tab at any time.


Partition Specific Tabs

  1. Custom:

    Child and adult Campers, Alumni, and Staff can have custom fields. Any custom field you've created can be added to one of these records' Custom tab for viewing and reporting.

  2. Forms:

    Child and Adult Campers, Alumni, and Staff can show the form tab. View and print submitted forms, as well as mark them as complete or incomplete.

  3. Financial:

    Financial records are available for Child and Adult Campers, as well as hired Staff. For alumni, you can select the season they attended from the dropdown to view past financials. These financials are connected to the camper's family account, documenting all transactions, including tuition and other fees. For staff, the financials show details of their salaries.

    Related Help Materials:

  4. Accts.:

    Accounts related to discretionary accounts, and are for child Campers and Staff only. Any camp store transactions can be found in the accounts module in the record.
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  5. Medical:

    Child Campers and Staff have the Medical tab. Any information entered through the Health History form is captured here, as well as logs and treatments added in the health center.

    Related Help Materials:

  6. Cabin:

    The cabin tab is for child campers and staff only. Cabin assignments can be both made and viewed on this tab.
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  7. Travel:

    Travel applies to both child Camper and Staff, with options for day travel and residential travel. You can assign records to travel options, as well as view information submitted through a travel form.

    Related Help Materials:

  8. Schedule:

    The schedule model is for child camper only. Here you can view scheduled activities, electives, and achievements for campers.
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  9. App:

    The App tab is for staff only, and breaks out all of the information from the staff application into different menus for viewing.

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