Objective
The objective of this is to guide users on how to add parents to the system effectively and accurately.
Key Steps
Adding Parents Manually:
Go to the families page.
Add a family by entering a general family name (e.g., Roberts) and save.
Open the family and list the different parents.
Select the school year from the dropdown menu.
Click on "Add Parent" and fill in the required details such as last name, date of birth, parent type, contact information, address, and email.
Save the parent information.
Repeat the process to add more parents if needed.
Bulk Upload of Family Information:
Navigate to the settings and select "Setup School Structure."
Choose the option to upload students and families.
Ensure that the upcoming school year is enabled before uploading families for the upcoming year.
Cautionary Notes
Remember to select the correct school year when adding parents to ensure accurate data management.
Double-check all information entered for accuracy to avoid errors in the system.
Ensure that the addresses are verified before saving to prevent any discrepancies in the data.
Tips for Efficiency
Utilize the bulk upload feature for adding multiple families quickly and efficiently.
Maintain consistency in data entry format to streamline the process.
Regularly update and review family information to keep the system up-to-date and accurate.
Link to Loom