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powerschool:powerschool:contacts [2020/01/16 09:35]
lokes |
powerschool:powerschool:contacts [2020/04/28 11:21]
lokes |
| * When Consolidating a parent that is also designated as an Emergency Contact, a relationship conflict will prevent the contact from being consolidated completely. Click on the pencil icon highlighted in yellow to the right of the Student listed in the Contact's record. {{:powerschool:powerschool:editerror.png}} | * When Consolidating a parent that is also designated as an Emergency Contact, a relationship conflict will prevent the contact from being consolidated completely. Click on the pencil icon highlighted in yellow to the right of the Student listed in the Contact's record. {{:powerschool:powerschool:editerror.png}} |
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| Then, click on the **All** tab of the Details for the student's relationship. Finally, click on **Delete** to remove the conflicting relationship. Click **OK** on the following screens. Finally, scroll down and click **Submit Consolidation**. The Emergency relationship needs to be removed and the Mother/Father relationship needs to remain untouched. | Then, click on the **All** tab of the Details for the student's relationship. Finally, click on **Delete** to remove the conflicting relationship. Click **OK** on the following screens. Finally, scroll down and click **Submit Consolidation**. The Emergency relationship needs to be removed and the Mother/Father relationship needs to remain untouched. If there are multiple of the same Mother/Father then keep the one with the most checkmarks. |
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| | NOTE: //Scroll down to see the multiple yellow bars titled "No Start Date - No End Date" indicating the conflicting relationships. Click on the tiny arrow to expand the bar to see the full details.// |
| {{:powerschool:powerschool:relerror.png}} | {{:powerschool:powerschool:relerror.png}} |
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| | ===== Removing a Contact Relationship to a Student ===== |
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| | Changing the contact information on the Emergency/Medical page will update the contact information on the new Contact page; however, removing an Emergency contact is more complicated. If a Contact relationship needs to be removed completely from a student, the Contact needs to be removed from the Contact page. Removing the name only from the Emergency/Medical page will not remove the relationship from the student. |
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| | To remove the relationship, click on the **[ - ]** icon found on the right side of the **pencil** icon. If the Contact has Data Access, you might need to Delete and Update Access. Otherwise, just click Delete Only and don't change the Parent Portal access accounts. |
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| | {{:powerschool:powerschool:removerelationship.png}} |
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| ==== SchoolMessenger GuardianEmail ==== | ===== SchoolMessenger GuardianEmail ===== |
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| * When using SchoolMessenger to communicate with the Parents/Guardians, the GuardianEmail listed on the Demographics page and the Parent Information page needs to remain untouched. For this to happen during Contact Consolidation, keep the "No Name: XXXX" records separate from the Consolidated Contacts. In other words, check the box to exclude the Original Contact Type of Guardian. This record might have a specific name or might be titled "No Name: XXXX" | * When using SchoolMessenger to communicate with the Parents/Guardians, the GuardianEmail listed on the Demographics page and the Parent Information page needs to remain untouched. For this to happen during Contact Consolidation, keep the "No Name: XXXX" records separate from the Consolidated Contacts. In other words, check the box to exclude the Original Contact Type of Guardian. This record might have a specific name or might be titled "No Name: XXXX" |
