Embedded Files
Adding Households & Guardians to a Student
Adding Households & Guardians to a Student
This can be done in a few different ways, but the method here minimizes double entry and helps keep all students & parents/guardians connected correctly. (See the troubleshooting section if these screens look wrong.)
Open the student's Households tab.
If you don't see Household Lookup, click "Add student to another household" link in the green bar.
FIRST, search for an existing Household. You can search by parent/guardian name, sibling name, etc. (See screen shot below)
If you find an existing Household with the information you need, click it. The student is added to the Household and the Guardians are added to the student's Guardians list.
Check the information and update as needed
Be sure to Tag one of the Guardians as Primary
4. SECOND, if you can't find an existing Household to add to the student, click Create New Household. (See screen shot below)
Type "Yes" and click OK to create the Household
Add Parent(s)/Guardian(s) first by clicking Add Parent near the bottom.
Only add Parent(s)/Guardian(s) who live at the same address.
Remember to search for an existing Parent/Guardian record before generating a new Parent ID.
Hit Enter or click Save to save the information and update the Name at the top of the Household.
Next, add a Home Address
Must be a physical resindence adrress
Hit Enter or click Save to be sure the Home (and optional Mailing) address is copied to Parent/Guardian records.
5. Check and Tag Guardians (See screen shot below)
Click the student's Guardians tab.
At the bottom of the screen, check that only the Guardian(s) listed in Household(s) are showing.Â
Use the Person ID to identify whether a Guardian is the same person as the one listed on a Household
If a Guardian is missing, copy the Person ID from the Household tab and Add them here.
Be sure that one Guardian is Tagged as Primary (as in the screen shot below).
Select the Primary Guardian from the list.
Click the Guardian Tags tab (circled below).
Check "Primary Guardian" box and hit Enter
Click the upper Guardians tab (highlighted below) to refresh the Guardians list and make sure the correct Guardian is Primary.
TIP: Only one Guardian can be Primary. Uncheck one Guardian's box before checking another.
TIP: If you can't pick any Primary Guardian, send an Incident IQ ticket. We will fix it!
Tag a Secondary or Tertiary Guardian using the same process as for Primary, if appropriate.
Page updated
Report abuse