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<div class="section" id="contacts">
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<h1>Contacts<a class="headerlink" href="#contacts" title="Permalink to this headline">¶</a></h1>
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<p>In the case of primary and secondary students – the main focus for SchoolTool – the most important out-of-school contact is with parents, guardians, and other adults responsible for the child. SchoolTool’s Contact system is designed with this case in mind. You can also attach a full or partial set of contact information directly to a person in SchoolTool, for example, to store full contact information for a teacher or adult student, or to add an email address for a student.</p>
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<p>Each Person can be linked to one or more Contacts (for example, a parent, step-parent, or other guardian) and each Contact can be linked to one or more People in SchoolTool, so siblings can both reference the same parent Contact.</p>
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<div class="section" id="creating-and-managing-contacts">
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<h2>Creating and managing Contacts<a class="headerlink" href="#creating-and-managing-contacts" title="Permalink to this headline">¶</a></h2>
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<p>Usually you will create a Contact in reference to a Person. To do so, you must be logged in as a member of <strong>Clerks</strong>. Go to the <strong>School</strong> tab, click on <strong>People</strong>, select a Person, and click on the <strong>Contacts</strong> header, under <strong>General Information</strong>:</p>
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<div><img alt="_images/contacts-1.png" src="_images/contacts-1.png" />
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<p>In the <strong>Contacts</strong> section, click the <strong>Manage Contacts</strong> link:</p>
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<div><img alt="_images/contacts-2.png" src="_images/contacts-2.png" />
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<p>This form presents a list of Contacts for the Person. At first, there are no Contacts in the list. You may add a new Contact, or search for and link to an existing Contact.</p>
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<p>Click on <strong>Add: New Contact</strong> in the sidebar. If we wanted to add contact information for Sally herself (if we wanted to contact her directly, rather than her parents), we’d select <strong>Add: Sally Brown as Contact</strong>.</p>
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<p>This form should be straightforward:</p>
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<div><img alt="_images/contacts-3.png" src="_images/contacts-3.png" />
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<img alt="_images/contacts-4.png" src="_images/contacts-4.png" />
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<p>Your new Contact:</p>
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<div><img alt="_images/contacts-5.png" src="_images/contacts-5.png" />
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<p>Click on the Contact name:</p>
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<div><img alt="_images/contacts-6.png" src="_images/contacts-6.png" />
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<p>And in the student’s slider:</p>
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<div><img alt="_images/contacts-7.png" src="_images/contacts-7.png" />
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<p>To add an existing contact to Sally’s record, for example her brother Charlie, we could search for him under <strong>Available Contacts</strong>:</p>
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<div><img alt="_images/contacts-7_1.png" src="_images/contacts-7_1.png" />
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<p>To add Charlie as Sally’s sibling, check the box next to his name and select
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<strong>Sibling</strong> under <strong>Set selected to</strong>. If you need to indicate the contact
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relationship changes on a specific date, set it under <strong>Effective date</strong>.</p>
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<div><img alt="_images/contacts-7_2.png" src="_images/contacts-7_2.png" />
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<div><img alt="_images/contacts-7_4.png" src="_images/contacts-7_4.png" />
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<div class="section" id="contact-index">
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<h2>Contact Index<a class="headerlink" href="#contact-index" title="Permalink to this headline">¶</a></h2>
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<p>To view, edit or add to all the Contacts in the system, navigate to the <strong>School</strong> tab and click on <strong>Contacts</strong>.</p>
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<div><img alt="_images/contacts-8.png" src="_images/contacts-8.png" />
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<div class="section" id="parent-access">
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<h2>Parent Access<a class="headerlink" href="#parent-access" title="Permalink to this headline">¶</a></h2>
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<p>SchoolTool 2.8 adds limited parent login access to SchoolTool. Currently this
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is enabled on a per contact basis.</p>
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<p>To activate login access for a contact user, navigate to the individual contact.</p>
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<p>Click <strong>Actions > Activate Parent Access</strong>:</p>
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<div><img alt="_images/contacts-9.png" src="_images/contacts-9.png" />
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<p>You will then be prompted to create a Username and password for the Contact.</p>
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<div><img alt="_images/contacts-11.png" src="_images/contacts-11.png" />
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<p>Click <strong>Enable</strong>:</p>
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<div><img alt="_images/contacts-12.png" src="_images/contacts-12.png" />
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<p>You can now log in as the contact user, but there is not much to see as Sally
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Brown is not enrolled in any sections yet. Once a student is enrolled in
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sections, the parent can access the student views of the gradebook,
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attendance journal, and other SchoolTool functionality.</p>
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<p>We will be expanding the scope and utility of parent access in future releases.</p>
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<div><img alt="_images/contacts-13.png" src="_images/contacts-13.png" />
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<h3><a href="index.html">Table Of Contents</a></h3>
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<li><a class="reference internal" href="#">Contacts</a><ul>
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<li><a class="reference internal" href="#creating-and-managing-contacts">Creating and managing Contacts</a></li>
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<li><a class="reference internal" href="#contact-index">Contact Index</a></li>
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<li><a class="reference internal" href="#parent-access">Parent Access</a></li>
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<h4>Previous topic</h4>
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<p class="topless"><a href="persons.html"
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title="previous chapter">Adding People</a></p>
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<p class="topless"><a href="groups.html"
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title="next chapter">Groups</a></p>
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© Copyright 2014, the Shuttleworth Foundation. This work is licensed under the Creative Commons Attribution 3.0 Unported License.
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Last updated on May 22, 2014.
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