Basic Info Bank Entries

The Info Bank was created to store all of your important information. It is where you will share things such as emergency contact numbers, school information, medical data and documents to which both you and your co-parent either want or need access.

Learn how to use basic Info Bank entries on the website

In this tutorial:


 

Creating new Info Bank entries

  1. In the left navigation menu, go to Info Bank.
  2. In the list of sections, choose the section that you would like to file your entry within. For example, if you are creating an entry that deals with medical insurance, select “Medical Insurance”.
  3. In the Base part of the entry, complete the mandatory fields. These include the first/last name or company title for the entry, and choosing a family member to associate the entry with.
    1. If you toggle the “Emergency” button to green, this entry will be filed within your Emergency Contacts section for this family member.
    2. If you toggle the “Shared” button to green, your entry will be viewable to your co-parent. If left untoggled, it will be private and only viewable to you.
    3. The other fields are optional, but you are encouraged to complete each field.
  4. In the Sections part of the entry, you can add additional, important information. For example, in the “Medical Insurance” section, you can add details such as your policy number, co-pay information, etc. Note: Each entry can be associated with more than one section, if applicable.
  5. Once you have completed your entry, tap the checkmark at the top-right corner of the window.

 


 

Edit or delete an info bank entry via the OFW mobile app.

Updating or removing Info Bank entries

  1. In the left navigation menu, go to Info Bank.
  2. In the list of sections, select the section that your entry is filed within. You can also go to “Address Book” to see a full list of your address book entries.
  3. Tap the entry to view it in detail. Note: You are only able to edit or delete address book entries that you created.
    1. To edit the entry, select the pencil icon at the top-right corner of the page.
    2. To delete the entry, select the garbage can icon at the top-right corner of the page.

 


 

Tutorials for other Info Bank categories