ARTICLE: Temporary Student not Managed by Sync
If your Reach database is controlled by the data sync with your school system, students who are not identified as students in the system will be removed from Reach with every sync update. However, you can set the student profile to NOT be managed by the data sync.
If you have temporary students then you can add them manually and set their profile to NOT be manage by your data sync. This will ensure that they're not archived in your Reach database when they are not confirmed as students by your school system data sync.
- If you have manually entered the student details already into Reach and discovered them to have disappeared from People Management, then they have most likely been archived so you need to recover the student and parents from the deleted list.
See Deleting Contacts and recovering deleted contacts in REACH
- Once recovered or added manually to the system, you then need to ensure that the Student and Parents are set to NOT be managed by your data sync. In the contact profiles > Security Tab set the Field "Managed by Sync" to NO.
- Be sure to save changes to each user's profile to ensure setting update applies.
NOTE that this is only required if the student is NOT going to be flagged as a boarder in your school system database.
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: How to Add a New Student to Reach
Find it: People Management >> View Contacts >> Add New Contact You can add a new students to Reach at any time by going to the People Management menu. Step-by-step guide For adding new Students there are 4 compulsory sections that you need to add ...
ARTICLE: Create a New User Manually
Creating a New User Account Go to People Management Click New Contact Click the Personal tab and fill in the appropriate fields Mandatory fields are First Name, Last Name, Email, Mobile Click the Security tab and fill in the appropriate ...
ARTICLE: People Management - Groups
Managing Groups People Management > View Contacts Assigning users to groups is simply a matter of ticking the check box for the appropriate groups that you want them to be a member of and saving changes to their profile. System Configurations > ...
ARTICLE: How to Add a New Staff or Faculty Member
You can add new Staff or Faculty contacts by going to the People Management menu. Step-by-step guide Go to People Management >> View Contacts >> Add New Contact For adding new Staff or Faculty there are 2 compulsory sections that you need to add data ...