Note: All pages below are subject to having the relevant Roles and Permissions.
Administrators can use this article to define the following Housekeeping routines in the MIS;
- Bulk Address Validation
- Name Formats
- Reset Parental Ballot Flags
- Parental Salutation and Addressee
- Update Mailing Point
See also Administration for other Administration guides and videos.
From the Home Screen choose Modules>Administration>Housekeeping
Bulk Address Validation
Use this process to Validate Addresses in Bulk.
Choose a single Post Code from the drop down, this will show how many contacts live at that Post Code in brackets.
Then choose the correct address for each Address ID from the Address Selection drop down and click Apply.
Use this process to define the Name Formats for Students, Staff and Contacts.
Choose from either UPPERCASE or Title Case for First, Middle, Last Name and Preferred First and Last Name. These Name Formats will show in the Student Profile, Registers and when choose students on Reports.
Click Apply to Save,
Reset Parental Ballot Flags
Use this routine to bulk select the Parental Ballot Flag located in the Student Profile>Contact>Linked Students
This routine marks contacts as eligible for the Parental Ballot if they are mothers or fathers of on-roll students (or have parental responsibility) on the effective date. All other contacts will be set as not eligible.
Parental Salutation and Addressee
Use this routine to search for Student(s) and update the Parental Salutation and Addressee
Use the blue find to Select the Students. Then click on the required Student(s) and click Apply.
Update Mailing Point
Use this routine to Bulk Update the Mailing Point in the Student Profile.
This routine identifies one pupil at each address as the mailing point. Other children at the same address will be marked as NOT the mailing point. This can be used when creating for example a Web Merge Report and choosing just the Students marked as True on the Mailing Point.
The Mailing Point is located in the Student Profile, click to the right of the Student Name to Edit Student Details
Then click on Additional Details to see the Mailing Point