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Address Management

To accurately add and manage student and parent addresses in the system for efficient record-keeping.

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Written by Aron Lampin
Updated over a year ago

Adding/Editing Student Addresses in the System

Objective:

To accurately add and manage student addresses in the system for efficient record-keeping.

Key Steps:

  1. Edit Mode:

    • Find the address in the system on the Parents or Student list page.

    • Toggle the "Edit Mode" on top of the table to ON.

    • Click on "Edit Address".

    • Edit the existing address by hovering over the address and clicking on "Edit" on the top right of the address window.

    • Input the customized information.

    • Click on "Confirm" and then click on "Save Changes" to save the updated address.

  2. Adding a New Address:

    • Use the search bar to find a new address.

    • Click on the plus sign next to the address to add it to the student's profile.

    • Confirm the address and save the changes.

  3. Student Profile Method:

    • Click on the student's name to access the student profile.

    • Click on "Edit" in the actions section.

    • Locate the address field and make the necessary changes.

    • Edit, delete, add a new address, or tag addresses (e.g., home, work).

  4. Managing Parents' Addresses:

    • Follow similar steps as for student addresses.

    • Click on "Edit Address" to make changes.

    • Add, edit, delete, or tag multiple addresses for parents.

Cautionary Notes:

  • Ensure accuracy when inputting addresses to avoid errors in the system.

  • Double-check changes before confirming and saving to prevent data loss.

Tips for Efficiency:

  • Utilize the search bar to quickly find and add new addresses.

  • Tag addresses with relevant labels for easy identification.

  • Regularly review and update addresses to maintain up-to-date records.

Link to Loom

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