Description
The Student Account record is the core record on which other related records are added (for example, Enrolment, Bookings, Placements).
...
As much (or as little) information can be entered on record creation. Further information can be added later by updating the record.
Basic Steps
Navigate to Accounts and click ‘New’
Select Student Account Type
Update the required fields (* are compulsory)
Press SAVE
...
Tips & Tricks
The Account Name is used throughout Schoolworks on various screens and can be used as a short name
If you leave First Name/Last Name blank they will default to a ‘split’ of the Account name (after save)
Mr will default Gender to Male, Ms/Mrs/Miss will default Gender to Female (after save)
A duplicate message will show on the screen if a duplicate is detected (although we would recommend doing a quick ‘search’ for a student prior to adding a new student
Detailed Steps & Screenshots
Step 1. Navigate to Accounts & Click New
...
Step 2. Select Student Account Type
...
Step 3. Update Required Fields
...
Step 3. Update Required Fields - Addresses
Schoolworks can store home, work, local (to school) and other addresses.
Any of these addresses can be assigned to the Billing (Finance document) or Mailing (Confirmation document) standard Salesforce address fields.
...
Step 3. Update Required Fields - Emergency Contacts
...
Step 3. Update Required Fields - Notes
The Pop Up Note field can be useful for showing a pop up note when the Student record is accessed each time by ticking the Note 1 pop up tickbox. You might find it useful to ‘expire’ the pop up on a particular date.
...
Step 3. Update Required Fields - Visa and Passport Details
Visa record(s)can be created in the Visas section once the student record is created.
...