|
|
|
Use the Contacts tab to view and maintain contact details for primary and additional contacts, particularly guardians and parents. You can add as many contacts to the student record as necessary.
Note: The Medical Maintenance - Contacts tab is identical to the Contacts tab in Current Student Maintenance. See Current Student Maintenance - Contacts tab in the Current students manual.
Note: Emergency contacts and debtors are not necessarily contacts.
SC1 contact
The SC1 contact is the person or couple most important to the student, usually one or both of the student's natural parents. Synergetic uses the SC1 contact to create a family structure, which is displayed on the Siblings tab. All students who share the same SC1 contact are shown on the Siblings tab. See SES (Socioeconomic status) parent extraction settings in the System maintenance manual.
Note: Synergetic requires every student to have an SC1 contact. If a student does not have an SC1 contact you will receive the following error message upon closing the window..gif)
If Primary is not selected, creating an SC contact who is:
Note: If Primary is selected, only the primary contact is added to a constituency. That is, if the student's contact has a spouse, the spouse does not receive the @PC or @SCOC constituency.
Creating an emergency contact adds the contact to the @SCEC constituency. See Community Maintenance - Constits tab in the Community manual.
Medical Maintenance - Contacts tab key fields and buttons
Grid area fields
Also refer to the Contact Details area for details of how to maintain these fields.
Field |
Description |
|---|---|
Type |
Type of contact. Typical values include:
Note: Normally the SC1 contact is a parent of the students, even if the child does not live with the parent; this is because the SC1 contact is used to determine family position and sibling discounts. |
Contact Description |
Description of the contact. Values include:
Note: If a contact has more than one type of relationship with the student, each relationship is shown as a separate entry. |
Contact Name |
Contact's name. |
Lives With |
Select if the student lives with the contact. Note: In cases of shared custody, more than one contact can have the Lives With flag set. The first listed Lives With contact is used when extracting information from Synergetic for surveys that require a single address for a student (for example, DEST survey). |
Parent |
Select if the contact is a parent. Note: The parent contact is the person who is the parent from your organisation's perspective, not necessarily the natural parent. For example, if both parents are deceased and the uncle has custody and is as involved as a natural parent would be, then the uncle should be selected as the parent. Selecting this flag adds the contact to the @PC (parent) constituency. They become a member of the @SCOC constituency if not selected. |
Select if the contact wants to receive mail from your organisation regarding this student. |
|
Reports |
Select if the contact wants to receive reports for this student. |
Primary |
Select if addressing this person only and not their spouse. Note: Use to suppress communication with a partner if they are not relevant from your organisation's perspective for this student. For example, a de-facto partner or non-natural parents. |
ID |
Synergetic ID of the community member. |
Fields
.gif)
Field |
Description |
|---|---|
Ph BH |
Phone number during business hours for the selected:
|
Default Mob |
Default mobile phone number for the selected:
|
Fax BH |
Facsimile number during business hours for the selected:
|
Email address for the selected:
|
|
Mailing Address |
Mailing address for both the contact and their spouse. |
Ph AH |
Phone number after business hours. |
AH Alt |
Alternative phone number after business hours. |
Fax AH |
Facsimile number after business hours. |
Buttons
Button |
Description |
|---|---|
|
Launch the Community Maintenance window for the selected contact. Tip: Click For example, you can update the student's address by selecting the contact the student lives with and updating the address. See Community Maintenance - Home Address tab in the Community manual. |
|
Add a new contact for the student. See Adding new contacts. |
|
Delete the selected contact. |
|
Send an email. See Sending emails in the Introduction manual. |
|
Compose a letter. See Composing letters with Microsoft Word in the Introduction manual. |
|
Copy the address details of the selected record to the Windows clipboard. Go to the Microsoft Windows application you are using and paste the address details into the document you are editing. |
Last modified: 23/09/2014 3:59:44 PM
© 2016 Synergetic Management Systems. Published 16 September 2016.
Opening the Contacts tab
.
.gif)
to refresh the information displayed after returning from Community Maintenance.
.png){kind=small}
