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The changes on this page will be published once PDS-7354 is released.

~ Title will be changed to "Assign Family or Member Phones or Emails".

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With this process, you can add family contact information to student/parent/guardian records or add student/parent/guardian contact information to family records.

With this process, you can add family phone numbers or emails to a group of student and/or parent/guardian records.

In the Students navigation pane, click Processes. On the Student Processes tab, click Family/Member Phones/Emails.

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This will be added as a new step 2:

2. Select Assign Family Information to Family Members.
  • Select whether to add family phone numbers or email addresses to records.

  • Select whether to add only the first entry in the family's phone/email list or to add all entries.
  • Select which member type(s) to add the family information to.
  • Click Next.
  • Make selections to build a list of individuals to update, then click Next.

  • Review your list. If needed, add or edit any information.
  • When you're ready to post information for the selected individuals, click Next.
  • To post, click Finish.
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    titleTo add family information to member records

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    PDSINCL:_Process alters data; Recommend back up 9

    1. Select which type of family members to update, then click Next.

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    This procedure will be added.

    Restrict Content
    groupscompany
    Panel
    borderColorDarkRed
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    titleTo add member information to family records

    Include Page
    PDSINCL:_Process alters data; Recommend back up 9
    PDSINCL:_Process alters data; Recommend back up 9

    1. Select which type of family members to update, then click Next.
    2. Select Assign Member Information to Families.
    3. Select whether to add member phone numbers or email addresses to family records.
    4. Select whether to add only the first entry in the member's phone/email list or to add all entries.
    5. Select which member type(s) to add the information from.
    6. Click Next.
    7. Make selections to build a list of families to update, then click Next.

    8. Review your list. If needed, add or edit any information.
    9. When you're ready to post information for the selected families, click Next.
    10. To post, click Finish.

      

    Related topics
    displayno-children

    Formation and Student Processes
    Enter Student Communication Information
    Enter Parent or Guardian Communication Information

    Move Family Information to Another Field
    Reassign a Student to Another Family
    View a Student's Family Members and Funds