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Managing Schools

You may want to track the schools your students and children attend. Once schools have been added, they are applied in the individual record.

Once you have applied schools, you can find kids by school using People Query. Choose Individual Information >> School >> Equal to >> and then select the school type and school name from the remaining drop-down lists. Click Run to find the kids.

To add a school:

1. Click Admin > People Setup > Schools. The Schools form appears.
2. Select the type of school from the School type drop-down menu.
3. Type the name of the school in the School name field.
4. Click the Add new school button. The school appears in the Schools grid at the bottom of the screen.

Once a school has been added you will notice both an Edit link and delete button available for the school. You may edit the school or delete it at any time.

Note: If a school has been applied to an individual's record, it cannot be deleted. Use People Query to find all students who are associated with the school and edit their records before trying to delete.

Applying Schools to Individual Records

Once you have configured schools, you can add them to individual records.

Note: You must have People Edit security rights to perform the following procedure.

To add a school to an individual's record:

1. Type a name or partial name in the People search... field and press Enter. A list of potential matches appears.
2. Click the actions gear and select Edit individual. The individual record appears in edit mode.
3. Click More fields to expand the additional fields.
4. Select the correct school from the School drop-down list.
5. Click Save changes.