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 Contacts tab along with the Communication Log and Sibling list.
To Edit an existing Contact, double click on the Contact to open their details, to Add a new Contact to the Student Record click on the Green + icon.
There are 2 options when adding a Contact to the Student Record:
1.Search for an existing Contact within the system by typing the name of the person you are looking for in the Search box
2.Add Contact by clicking on the New button.
Complete the fields marked with * then click the Save button, which will now open the rest of the fields on the Contact Record.
To add an Address click on the Green + icon and complete the form. If the Address is already attached to a Record it can be searched and attached. 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.
To add a Telephone Number or Email click on the Green + icon and enter the details required. If a Mobile is added it will ask if the phone can receive text messages. Once complete click on the Save button.
Note: – The priority is the Telephone priority and not the Contact priority.
To attach to the Student you need to Link them, to do this click on the Green + icon next to Linked Students.
Complete the form identifying the following:
•Contact's Relationship to this Student – select from dropdown list
•Contact Priority – this is the Contact's Priority to the Student
•Source of Contact Priority – select from dropdown list
•Court Order Restricted Access
•Parental Responsibility – this is key when sending Communications through Bromcom to Contacts
•Parental Ballot, Student Reports and Correspondence – these allow Contact lists to be filtered on these items
•Grant access to student details in MCAS – this will give access to Student information on the Parent Portal
•Alternative Contact Notes – is Free Text
The Contact Record is now complete to save to the Student Record click on the Save button.