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Administration – Housekeeping

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;

See also Administration for other Administration guides and videos.

From the Home Screen choose Modules>Administration>Housekeeping

Housekeeping

Bulk Address Validation

Use this process to Validate Addresses in Bulk.

Bulk Address Validation

Choose a single Post Code from the drop down, this will show how many contacts live at that Post Code in brackets.

Post Code Selector
3 addresses at this Post Code

Then choose the correct address for each Address ID from the Address Selection drop down and click Apply.

Choose Addresses

Name Formats

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,

Names Formats

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.

Reset Parental Ballot Flags
Student Profile

Parental Salutation and Addressee

Use this routine to search for Student(s) and update the Parental Salutation and Addressee

Parental Salutation and Addressee

Use the blue find to Select the Students. Then click on the required Student(s) and click Apply.

Select Student(s)

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.

Update 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

Mailing Point
Updated on March 2, 2022

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