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Manage Family - SchoolLogic

Overview

In SchoolLogic 4.5 and above, Manage Family makes it easier for you to edit student/contact relationships and addresses. You can apply changes to one person or to a group.  

Manage your addresses

One aspect of managing families in SchoolLogic 4.5 and above isn't even part of Manage Family, per se. It is an enhancement built into Student Demographics. Open the Primary Address of any Student or Contact and you will see additional choices on the right:

manage family shot 1.png

The screen shot above shows how this scenario might play out: Suppose a student tells you he is moving, along with his mother and sibling, but not his Step Father. You can edit the entire family in this one display. The people you select get moved to the student's new address, which has been filled in at left. The people you leave unselected will not be moved. Once you have made your choices, Click Submit  in the lower, right corner of this form (not pictured). Then Click Submit  again, after the first window closes. 

Manage Family

Our initial release of this feature organized things this way: Student > Contact. Notice the Student Names come first (the top Student is the ne whose record you are in) and are in bold. Each student is followed by the Contacts assigned to them.

 

Beginning in SchoolLogic 4.6,  we reorganized it to be Contact  > Student, which will more clearly identify which entities are the same and which are different.  Notice the Contacts now come first, displayed in bold, followed by Students they are assigned to.

In Student Demographics, Click Contact. Click Manage Family  to the right of Add Sibling and Add Contact, in the bottom, middle of the form. In this form, shown immediately above, the Master information is in the top half, while the duplicate information; the information which can be edited, is in the bottom. Contact names appear in bold. There are two ways to use this form: Merge Contacts and Link Addresses.

Merge Contacts

Example 1

Suppose a student's mother appears twice and you wish to delete one. Select the version you wish to keep in the top portion of the form, then Select both  versions in the bottom of the form. At least one version in the bottom of the form must have the same Relationship to the Student as the Contact you chose in the top. When you click Merge Contacts, the system give you a chance to reconsider. If you click Yes, it will merge the duplicates into the Master you chose in the top portion. Note: The person's username is displayed at far right. You may want to email the Contact, if they formerly had two different usernames, informing her which of the usernames is still valid.

Example 2

Suppose Student A has a Contact of Mother and Student B, has the same Contact of Mother, but for some reason the info for Mother B is different than Mother A. Select Mother A in the top, Mother B in the bottom and Click Merge Contacts. Result: Mother B now will be the same as Mother A. Note: The selected Master on the top portion must have a Type of Contacts and the Duplicate grid must have at least one record selected that has a Type of Contacts, and the same Relation as the selected Master. For example: If you selected a Master Contact with a Relation of Mother, then the selected duplicate Contact must also have a relation of Mother.

Link address

When your data contains contacts or siblings not marked as Lives With, but they should be, come to this form. In the top portion of the form, Select the Student whom the others should Live with. In the bottom portion of the form, select the contacts/siblings who need editing. In the top half, you can make only one selection. In the bottom half, you can select as many as you need. Click Link Address. A pop-up appears, asking if you want the selected Duplicates to have the same Location record as the Master you selected. If you click Yes, the result is: The selected contacts/siblings' addresses will change to match the Master and  they will now be marked Lives With. In your SQL database, the iLocationID of the selected duplicates will now be the iLocationID as the Master. 

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