ARTICLE: How to Add a New Student to Reach
New student profiles can be created / edited / deleted at anytime within your schools Reach portal.
GO TO: People Management >> View Contacts >> Add New Contact
NOTE: Use the search bar within the People Management screen, to check if your new student already exists, to prevent duplication.
Personal Information
Once you are sure you are not creating a duplicate profile, click on the New Contact button.
A new blank profile opens and you can see there is no photo, no name, no personal information.
Within this first tab, Personal, there are four highlighted fields, these are denoted with an asterisk, these fields must contain information before the profile can be saved.
If something is missing, a pop-up will remind you.
The additional fields, Reach suggests utilising as additional data. Your school may have specific protocols for required data.
Security Information
The next tab that requires attention to create a new profile, is the Security Tab.
An asterisk again denotes the fields that must contain information.
Role Type - This is the most important field to set the categories for Reach.
Username - If using 'Single-Sign-on' function with school usernames and passwords, be sure to enter the username here in the same format
Password & Confirm Password - This is required if the student will be accessing the Reach portal, your school may have specific protocols
SIS PK - This is the unique Student ID that is used for the student records in your school's Student Information System.
- - If you are using Single-Sign-On, you will need to ensure the correct SIS PK number is used for the student based.
Managed by Sync - Data syncs and imports are allowed to update and/or delete this contact?
- - This may be useful when bulk uploading new data to existing profiles
Metadata Information
The fields on this page become very useful across many areas of your schools Reach portal, as this data is used in kiosk View, Rollcalls, and many other areas that utilise the filter system.
Current location - Select any location at this stage, they will quickly be updated via Kiosk or Rollcall
House/Dorm - Dropdown and select the required item
Year/Grade - Dropdown and select the required item
Room number - Enter the details as required
If a student changes rooms / dorms / houses / grades, this area will require updating in their individual profile.
NOTE:
Current Location - once the profile is saved, this section will auto update as the student moves via the kiosk and leave requests.
New Year Rollover- This can be bulk updated at the end of start of the year, as the students up. Other students will require individual updates.
Profile Saved
Once these three basic steps of Personal / Security / Metadata have been completed, the new profile is ready to Save, and can be utilised directly.
The profile can be updated at any time.
Associations - Parent / Guardians / Hosts
A new profile must be saved, before it can be used as a reference point. (So that Reach can find the profile and connect others to it).
Adding a new Student generally comes with connecting their parents and other associates to their profile.
These individuals must have their own profiles within Reach, before they can be associated (Connected) to the student.
Please go through the process of adding all the individual profiles before the next step.
Once you have created all the required adult accounts, open the student profile again, this time click on the Associations Tab
All associations for one child must be add individually so as to denote specific actions / access.
Click on the New Association button
Add the required person and select the settings for the one individual
Person of Associate - click the drop down menu and scroll or type the name, then click on the required name
Type of Association - This is the Relationship or 'connection' to the student, click the dropdown and select one item
Allow Communications - click the dropdown and select the required option
NOTE: Remember these settings are for this one associate only
Click the Save Association button
Repeat the process for each individual.
Once all adults have been added, click in the Save button at the top.
NOTE: If no parents or guardians are associated to a student, then you will receive error messages when a student or parent is attempting to create a leave request.
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