ARTICLE: How to Add a New Student to Reach

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 data to in order for the Parent or Guardian to function correctly in Reach.


 1. Personal Information

Personal Information is where we the primary personal details about a student. Compulsory fields are highlighted in Green and other beneficial fields are highlighted in Yellow.

      1. First Name
      2. Last Name
      3. Email 
      4. Mobile Number
      5. Preferred Name
      6. Date of Birth
      7. Gender



 2. Security Information

The Security Tab is where we set the user type and their access credentials to Reach. Compulsory fields are

      1. Role Type in Reach (Select Boarder or Student)
      2. Username (If using Single-Sign-on with school usernames and passwords, be sure to enter the username here in the same format)
      3. Password / Confirm Password (Users can create their own email through the Welcome Wizard Link or if using Single-Sign-On, they will use their school assigned password with their username)
      4. SIS PK (This is their unique Student ID that is used for the student records in your school's Student Information System.  If you are using Single-Sign-On with your school's username and passwords, then you will need to be sure that you enter the correct SIS PK number for the student based on your school's records)
      5. Managed by Sync (Are data syncs and imports allowed to update and/or delete this contact?)




 3. Metadata

Setting the Metadata for the student is a critical step.  This identified the Dorm and Grade that a student belongs to.  Both of these fields are necessary for the student to appear in your various student lists (eg: Kiosk view, Rollcalls, etc). Your Grade and Dorm options are preset selectable fields.  Your Dorm and Grade levels are set in the "Lookups" section of your System Configuration. (see System Config >> Lookups)

      1. Select the Students Current location
      2. Select the House/Dorm that a student belongs to
      3. Select the Year/Grade that a student belongs to
      4. Enter in the student's Room number, if applicable



 4. Set the Parent, Guardian & Host Associations

Once a Student is created you then need to ensure that they have their parents associated to them. 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.  Be sure to select Save Association after entering in Contact Association Details to save the updates for that association.

      1. Name of Associate
      2. Relationship to the Associate
      3. Whether Communications  are to be sent



If the student's parents aren't already in your system as contacts, you will need to create their parent accounts first before you will be able to add them as associations for the student.


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