ARTICLE: How to Setup Attributes

ARTICLE: How to Setup Attributes


The Attributes function is to provide a storage facility within your schools Reach portal, that is designed for the upload of certificates and permits to any individual contact profile, for quick reference. Attributes can be created for Qualification documents or Medical documents and can be updated or deleted at any time.

Main Menu >>People Management >> View Contacts >> Profile 
  1. Attributes tab - designed for the upload of 'Qualification' certificates and permits
  2. Medical tab / Attributes Section - designed for the upload of 'Medical' documentation
    1. Medications Module is required to be installed and enabled to utilise this area
Standard documents can be uploaded under the Documents tab of each individual profile.


Manage Attributes

Attributes are created and managed by your school via System Configuration >> Attributes.

Here the current attributes are listed.

Create New Attributes

To add a new item, simply click the green 'Add' button.
Enter a label name for the new item.
Select the Type between Qualification or Medical attribute.
Click to Save the attribute details page, and click to Save the Attributes Configurator.

Further details regarding the document upload process within contact profiles, please view this document: Document and Attribute uploads

Additional Profile Tutorials

The following links provide steps to further setup and manage contact profiles;
  1. Quick Profiles and Welcome Emails
  2. Contact Profiles - Medical Details Tab

    • Related Articles

    • ARTICLE: People Management - Document and Attribute uploads

      Student life management can produce an accumulation of paperwork, while Reach creates and provides document free solutions, paperwork still occurs to some degree. There are three areas available for document upload within contact profiles; Documents ...
    • ARTICLE: People Management - Medical Details Tab

      The Medical tab within a contact profile is incredibly useful with many varied facets to store data, including; Medical conditions or allergies, appointments, general notes and medication control. GO TO: Main Menu >> People Management >> View ...
    • ARTICLE: Adding and Uploading Documents to a Contact Profile in Reach

      Often it is important to store relevant documents with a user's account profile for quick reference and this can be done in the Reach profile for each of your individual contacts. Uploading documents to a user's profile is simply a matter of ...
    • ARTICLE: People Management - Quick Profile Setup

      Creating new contact profiles is a quick and simple process. Here we will show you how to quickly create a profile and send out the welcome email. This is a fast helpful way to setup new staff, student and parent profiles. Sending out the welcome ...
    • ARTICLE: People Management - Personal and Security details

      When creating or managing contact profiles, the Personal and Security tab details become very important to the function of profile data across your schools Reach portal. All profiles from staff, to students, parents, hosts and guardians, require five ...