Add A Guardian From The Guardian Search Window

Guardians can be added two ways. Either from the Administration Menu by selecting Guardians or from the Student Information window on the Guardian Tab. This topic details adding a guardian from the Administration Menu.

Note: The first guardian linked to the student is considered the student's Primary Guardian. Students' addresses and telephone numbers are considered to be the same as their Primary Guardian.

Steps

1. Click on the Administration Menu and select Guardians to display the Guardian Search Window.
2. Click on the Add button at the top of the window to display the Guardian Information window.
3. Click in the Title field and type the guardian's title as it should appear on reports (limit 10 characters).
4. Click in the First Name field and type the guardian's first name (limit 20 characters). This field is required.
5. Click in the Last Name field and type the guardian's last name (limit 20 characters). This field is required.
6. Click in the E-mail field and type the guardian's e-mail address (limit 254 characters).
7. If this guardian has permission to pick up students at school, click on the Permission To Pick-up Student check box to mark it with a check mark.
8. Go to the Physical Address section and click in the Street field. Type the guardian's street address (limit 20 characters).
9. Click in the City field and type the guardian's city (limit 20 characters).
10. Click in the State field and type the 2 character abbreviation for the state.
11. Click in the Zip field and type the appropriate Zip code (limit 10 characters).
12. Click in the Country field and type the appropriate country. This field is optional, but has been included in case your school has students whose parents reside in another country (limit 20 characters).
13. Go to the Mailing Address section.
14. If the Mailing Address is the same as the Physical Address, click in the Same As Physical Address check box to mark it with a check mark. The Physical Address is immediately copied into the Mailing Address fields.
15. If the Mailing Address is different than the Physical Address, type the appropriate address in the Mailing Address fields.
16. In the Telephone Numbers section you can add multiple Telephone Numbers for each guardian. Click Add Number. In the window that is displayed type a location name (i.e. home, work, cell phone), a telephone number and an extension if needed. Click on OK to add the number.

Note: If you have the automatic telephone calling system, the first telephone number for the Primary Guardian is used.

17. The Linked Students section lists the students to which this guardian is linked. To add a student, click the Add button. Use the search window to locate the appropriate student, then double-click to add the student to the guardian. To remove a student, click on the student's name and then click Delete. This removes the link between the student and the guardian, but does not remove the student from the database.
18. The Notes field is optional. Use this field to store any additional information about this guardian (limit 254 characters).
19. Once you have filled in all of the guardian fields, click on OK to save the guardian in the database.

See Also

Guardians

Guardian Search

Guardian Window - Field Definitions