Administrators can use this guide in the instance that a Student has not been linked to their Sibling during the creation of their Student Profile and needs to be linked after the fact.
Access: The minimum permissions required to access Siblings can be found in the Framework module from within Config > Setup > Roles & Permissions.
See Also: How to View the Student Details Profile Page, How to Add a New Student
Navigate to the Student Profile for either of the Siblings by selecting Students from the left hand menu.
Then, select the Student from the list by clicking on them once so they highlight blue and then selecting View.
Scroll to the Siblings panel and click the + button in the top right hand corner.
In the pop-up that appears, first select the Student you would like to link as a Sibling, you can do this by typing their name in the Search bar or by clicking the blue magnifying glass to open the Student Selector. In this example, we’ll use the Suggested Siblings function, click on Suggested Siblings .
This will load a list of Suggested Siblings based on Students who share the same Address. Use the tick boxes to the left of the table to select which Student or Students you would like to link as Siblings, once you’re happy click Save.
The selected Student or Students will then display in the Siblings panel, Link to Pupil will be ticked by default, you also have the option to Link Contacts. If you tick Link Contacts then any Contacts linked to the selected Sibling will appear in the Contacts panel, and you can use the tick boxes to select which information you would like to link and (where the Contact has been granted MCAS access to the Sibling) whether you would like to give the Contacts access to the Student in MCAS.
If you have selected to Link Address & Tel, you will see all relevant Contact information, with tick boxes on the right to indicate whether you would like to link that information to the Student. Once you’re happy click Save.
Note: Ticking this box will update the information for the Student, not the Contact. If you do not wish for the Students information to be updated, don’t tick anything in this section.
The Sibling will now be listed in the Siblings panel on the Student Profile, and if you have linked any Contacts they will be listed in the Contacts panel.
The Student will also display in the Siblings panel on the Student Profile for the Student you selected as the Sibling.
Administrators can use this guide in the instance that a Student has not been linked to their Sibling during the creation of their Student Profile and needs to be linked after the fact.
See Also: How to View the Student Details Profile Page, How to Add a New Student
Navigate to the Student Profile for either of the Siblings by selecting Students from the left hand menu.
Then, select the Student from the list by clicking on them once so they highlight blue and then selecting View.
Scroll to the Siblings panel and click the + button in the top right hand corner.
In the pop-up that appears, first select the Student you would like to link as a Sibling, you can do this by typing their name in the Search bar or by clicking the blue magnifying glass to open the Student Selector. In this example, we’ll use the Suggested Siblings function, click on Suggested Siblings .
This will load a list of Suggested Siblings based on Students who share the same Address. Use the tick boxes to the left of the table to select which Student or Students you would like to link as Siblings, once you’re happy click Save.
The selected Student or Students will then display in the Siblings panel, Link to Pupil will be ticked by default, you also have the option to Link Contacts. If you tick Link Contacts then any Contacts linked to the selected Sibling will appear in the Contacts panel, and you can use the tick boxes to select which information you would like to link and (where the Contact has been granted MCAS access to the Sibling) whether you would like to give the Contacts access to the Student in MCAS.
If you have selected to Link Address & Tel, you will see all relevant Contact information, with tick boxes on the right to indicate whether you would like to link that information to the Student. Once you’re happy click Save.
Note: Ticking this box will update the information for the Student, not the Contact. If you do not wish for the Students information to be updated, don’t tick anything in this section.
The Sibling will now be listed in the Siblings panel on the Student Profile, and if you have linked any Contacts they will be listed in the Contacts panel.
The Student will also display in the Siblings panel on the Student Profile for the Student you selected as the Sibling.