Contacts#
The contacts page allows you to see the contact details for the students.
Student Details#
You can see the students home address and date of birth in the student details section of the tab.
Contact Details#
Each of the student’s contacts is displayed within a card on the page and sorted by contact priority. This helps school staff to easily identify the contacts that they should be communicating with in an emergency. The first contact on the list is the first person you should try to get in touch with when you need to contact home.
Each contact card shows a number of pieces of information about each contact:
Name
The contact’s salutation is displayed.
Parental Responsibility
The hand holding icon in the top left corner of a contact’s card represents that this contact has parental responsibility for this student. This means that they can log in and see details of the student and that they are responsible for the student.
Profile Picture
The contact’s profile picture is displayed so you can make your communication more personal and be reminded of the person you’re speaking to.
Relationship to Student
The contact’s relationship to the student is displayed allowing you to understand who you’re speaking with more clearly.
Each contact can have 3 phone numbers, a home phone, a work phone and a mobile phone. A contact may have only a single number and possibly none at all on the schools record. One of the numbers on the contact’s account will be marked as their primary phone number, this is the number that will be shown with a star next to it in the card. When you need to get in touch with a contact you should use the primary number first before trying other contact methods.
Tip
You can see the other phone numbers on the contact’s account by clicking the show all button in their card.
Each contact can have 2 email addresses, a personal email and a work email. One of the email addresses on the contact’s account will be marked as their primary email address, this is the email that will be shown with a star next to it in the card. When you need to get in touch with a contact you should use the primary email first before trying other contact methods.
Tip
You can see the other email addresses on the contact’s account by clicking the show all button in their card.
Tip
The system will only use the primary email address when you use the communications functionality.
Tip
If you have permission to access other areas, there are some quick links available to let you impersonate the contact and to go to their profile pages to update information.
Create a New Contact Link#
To create a new contact link, click the new contact button at the top of the page. This will load the create new contact link view.
You’ll need to complete all of the required fields:
Contact User
Select the user that should be linked as a contact to the student. (The list will contain active users with the contact role for selection)
Contact Priority
In which order should the school attempt to communicate with the contacts in an emergency.
Parental Responsibility
Does the contact have parental responsibility for the student. (Setting this to yes will allow the contact to log in and view details of the student)
Relationship to Student
What is the contacts relationship to the student.
Once the form is complete, click the save button to add the new contact link. As green message will be shown to confirm the contact was saved successfully.
Editing a Contact Link#
To edit a contact link, click the edit button next to the corresponding contact on the students contact list. This will load the edit view for the contact link.
Here you can edit the details of the contact link, including:
Contact Priority
In which order should the school attempt to communicate with the contacts in an emergency.
Parental Responsibility
Does the contact have parental responsibility for the student. (Setting this to yes will allow the contact to log in and view details of the student)
Relationship to Student
What is the contacts relationship to the student.
Once the desired changes have been made, click the save button to save the changes. A green success message will confirm the changes were saved successfully.
Deleting a Contact Link#
To delete a contact link, click the delete button next to the corresponding contact on the students contact list.
When the delete icon is pressed you’ll be asked to confirm the delete action.
The contact link will then be deleted and you’ll see a green message to confirm the deletion was successful.
Permissions#
This page is protected by the following permissions:
Delete Student Contacts
Manage Student Contacts
View Student Contacts
This page is available to users with the following roles:
Staff Members
Available with permission