ARTICLE: Contact Flags

ARTICLE: Contact Flags

Getting there:   System Configuration  Contact Flags 

Contact Flags provide a method to link specific Leave Approvers with specific Students or groups of students in the leave approvals process.  By default, REACH identifies the relevant staff members responsible for approving a student's leave request by their associated Dorm and Grade levels. Contact Flags allow you to set additional information about a user that can be used by REACH to override the normal rules that determine the pathway for how leave approvals are processed.

In some schools, there may be specific groups of students (eg: indigenous, overseas students, or advisers) who have dedicated staff contact points in addition to their year or housemaster.  Using Contact Flags is a way to isolate these students into a specific, additional group so that you may direct their permissions workflow through a different pathway. Any leave request that students with a Contact Flag submit can be directed to a designated staff member with the same Contact Flag in their record. 


Creating Contact Flags

Creating Contact Flags is a simple process of creating the label (name) for the Flag. It can then be applied to individual student profiles in the Metadata option of the People Management Menu.


People Management > View Contacts - select contact and navigate to their Metadata tab to associate with Contact Flags


A flag only works when the appropriate staff member is set with the same flag in the staff's contact details Metadata tab.

See additional article for setting Leave Type actor approval based on Contact Flag Settings: ARTICLE: Leave Types Configurations (Actors Permission Workflow)

    • Related Articles

    • ARTICLE: Leave Types Configuration

      Go To: System Configuration > Leave Types The Leave Type configuration is one of the most important structural settings in Reach. Here, Leave Types are created, cloned and all settings are managed. Also, you can control whether you wish to make ...
    • ARTICLE: Setting Groups Managed for Staff and Leave Approvers

      People Management >> Staff Contact Profile >> Groups Managed Tab Setting which faculty or staff members are responsible for approving leave for students is done in the GROUPS MANAGED tab of the staff members personal profile. Reach will match the ...
    • ARTICLE: Staff Override PIN VS Staff PIN

      Reach allows you to set a Staff Override number and Staff PIN.... so what is the difference in these numbers? Staff Override Number You can set a staff override PIN number in the system that staff can use when a student PIN is required and the ...
    • ARTICLE: Leave Approvals - Leave logic - Basic Guide

      Leave approval works via escalation, as dictated by the actor and approver levels created and managed by your school. Leave Approval - Initial Setup Basics Go To: System Configuration >> Leave types Create a Leave Type Within the Actors tab, the ...
    • ARTICLE: People Management - Address, Metadata, Associations, Groups, Photo

      Once a contact profile has been created, additional information can be added at any time to enhance individual data. Address / Metadata / Associations / Groups / Photo - these tabs within the profile will be explained here. While data within these ...