Note: All pages below are subject to having relevant Roles and Permissions.
How to manage and add Contacts on the Student Record.
The Contacts function on a Student Record is found on the Profile page.
To Edit an existing Contact, hover over it and click on the Edit Contact (pencil) symbol to open their details, to Add a new Contact to the Student Record click on the Blue + icon.
There are 2 options when adding a Contact to the Student Record:
1.Click to Add Existing Contact
2.Click to Add New Contact
Select your option
To add an existing contact simply Search for them and Select the right person.
This will complete their details from the existing record.
It will then give you the option to Link Students and Telephone Numbers and Addresses by working along the tabs and then Save
If you select Create a New Contact you will need to fill in all of these fields and then click the Save button.
If a new Address is being added, enter the Address Type, for example Home or Work, add the Start Date this address is being used from, enter the Postcode and click on Search to find a list of addresses within that Postcode. Select the Address from the list and click on the Use button, when complete click on the Save button.
Note: By using the Postcode Finder it will automatically be a validated address with a URPN for Census purposes.
Again, you have the option to Link to Known Address.
Note: – The priority is the Telephone priority and not the Contact priority.
For each student in the Linked Students tab you need to identify the following:
•Contact’s Relationship to this Student – select from dropdown list
•Court Order Restricted Access
•Parental Ballot, Student Reports and Correspondence – these allow Contact lists to be filtered on these items
•Parental Responsibility – this is key when sending Communications through Bromcom to Contacts
•Grant access to student details in MCAS – this will give access to Student information on the Parent Portal
•Note whether there is a Court Order in place
•Source of Contact Priority – select from dropdown list
•Contact Priority – this is the Contact’s Priority to the Student
•Alternative Contact Notes – is Free Text
The Contact Record is now complete to save to the Student Record click on the Save button.