How to Enter a Relation Phone Number

Click the Student Maintenance Quick Access Button on the Navigation Bar.

 

The Student Maintenance Screen will appear.

 

Select Item:  Begin typing the Student's name or ID. The system will search and a list will display in the Drop Down List Box. Select the student whose record you want to access.

 

The Student Record will display.

 

Click the Demographics Tab.

 

Click the Relations Tab.

 

Click the Phone Tab.

 

Click next to the Phones Grid.

 

The Phone Form will appear.

 

Input specifications are as follows:

 

You may  and the Phone Number from another Record. If you use this option, the Relations' Phone Numbers will be linked and any change you make to one will change the other(s).

 

Type: Use the Drop Down List Box or type to enter the type of phone number you are entering for the Relation.

 

Number: Enter the Number.

 

Description: Enter a description, if applicable.

 

Default: Check the Check Box if this is the number to be used as the default phone number for the Relation.

 

NOTE: To assign a person to a student as the Primary Contact, you must have selected Parent Legal Guardian OR Has Custody AND Access to Records in the Relations Tab/Relationships Grid. To view documentation on How to Add a Relationship for a Student, click here.

 

NOTE: If the student does not have Contact Information entered into their Contact Tab, the system will use the Primary Contact's information to populate fields in the student's Contacts Tab.

 

Click the Phone Number.

 

Click to save the Phone Number and add another.