A parent or guardian: their name, how they are related to the child, and how to reach them.
When to use it
When you enrol a student and record who to contact about them, or when a family's contact details change.
Before you start
Nothing else has to exist. You will usually add the student as well, then link the two.
Where to find it
Masters > School > Guardian.
The fields on this screen
| Field (on screen) | What to enter | Required |
|---|---|---|
| First name | (not explained yet) | Yes |
| Last name | (not explained yet) | No |
| Relation | How this person is related to the child - father, mother, guardian or other. | No |
| Contact | (not explained yet) | No |
| (not explained yet) | No | |
| Occupation | (not explained yet) | No |
| Address | (not explained yet) | No |
| Active | Untick when a guardian is no longer active. They still appear when you link a guardian to a student. | No |
How it works
Saving creates the guardian on their own, attached to nobody. The link to a child is made on the Student Guardian screen. There you say which student, whether this person is the primary contact, and whether they are the emergency contact. One guardian can be linked to several students, and a student to several guardians.
That link also decides what a parent sees when they sign in. A guardian sees only the children linked to them. A guardian with no child linked sees nothing at all, not everything.
Tips and common mistakes
- Adding a guardian is not enough on its own. Until you link them to a student on the Student Guardian screen, they belong to no child and appear on no student's record.
- Relation is recorded twice, on purpose. The relation here is how this person is usually described. The relation on each Student Guardian link is how they relate to that particular child, because one person can be a father to one pupil and a guardian to another.
- If a guardian appears on past records, untick Active instead of deleting them.
- Enter the contact number carefully. It is the number the school will actually ring.
Related guides
- Student, Student Guardian (the link to a child)
- Class / Grade, Section