The Student Contacts Profile data is integrated from eSchoolPLUS. NOTE: Any modifications to the contact record will be overwritten when the integration process runs. It is imperative to inform the eSP staff to update the eSP system as it is the source of the data. Any contact that has the “Receives Letters” checkbox will be displayed in the applicable student documents. Users can add new contacts if preferred by typically the contacts are stored in eSP and pushed down into PSSP.
Student Contact Records
|
Field Name |
Description |
|---|---|
|
Prefix |
Optional title (e.g., Mr., Mrs., Dr.) preceding the person’s name. |
|
First Name |
Legal first name of the contact. |
|
Middle Name |
Middle name or initial of the contact. |
|
Last Name |
Legal last name of the contact. |
|
Suffix |
Suffix for the person’s legal name. |
|
Relationship |
The contact’s relationship to the student (e.g., Parent, Guardian, Relative). |
|
Primary Language |
Main language spoken by the contact. |
|
Address |
Street address of the contact’s residence. |
|
Apt./Suite |
Apartment, suite, or unit number if applicable. |
|
City |
City of the contact’s residence. |
|
State |
State where the contact resides. |
|
Postal Code |
ZIP code for the residential address. |
|
Mailing Address |
Street or P.O. Box used for mail, if different from the residential address. |
|
Mailing Apt./Suite |
Apartment, suite, or unit number for mailing address if applicable. |
|
Mailing City |
City for the mailing address. |
|
Mailing State |
State for the mailing address. |
|
Mailing Postal Code |
ZIP code for the mailing address. |
|
Phone 1 |
Contact phone numbers |
|
Phone 1 Extn |
Phone extension, if applicable. |
|
Phone 1 Type |
Type of phone (e.g., Home, Mobile, Work). |
|
Phone 2 |
Contact phone numbers |
|
Phone 2 Extn |
Phone extension, if applicable. |
|
Phone 2 Type |
Type of phone (e.g., Home, Mobile, Work). |
|
Phone 3 |
Contact phone numbers |
|
Phone 3 Extn |
Phone extension, if applicable. |
|
Phone 3 Type |
Type of phone (e.g., Home, Mobile, Work). |
|
Email 1 |
Contact email addresses. |
|
Type |
Type of email (e.g., Personal, Work). |
|
Email 2 |
Contact email addresses. |
|
Type |
Type of email (e.g., Personal, Work). |
|
Is Custodial |
Indicates whether the contact has legal custody of the student. |
|
Lives With |
Identifies if the student resides with this contact. |
|
School Pickup |
Authorizes this contact to pick up the student from school. This field does NOT integrate from eSP. |
|
Is Emergency |
Mark this contact as an emergency contact. This field does NOT integrate from eSP. |
|
Receives Mail |
Specifies if this contact receives school correspondence. When the checkbox is checked, the contact name and details appears on applicable documents. |
Steps to Search for a Student Profile
-
Navigate to the Students Module
From the top navigation bar, click the Search icon and select Students. -
Use the Quick Search Tab
Confirm that the Quick Search tab is selected (this is the default tab view).
Select the Search Category
-
Click on the Search dropdown field next to the label “Search:” at the top of the screen.
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This dropdown allows you to switch between different search categories, including Students, Student Guardians, Contact Logs, and more.
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Select Students to perform a search specifically for student profiles.
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Enter Search Criteria
In the Students - Quick Search Form, fill in one or more fields to narrow down your search:-
ID: Enter the student’s unique identifier.
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Last Name / First Name: You can use either full names or partial entries to search.
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School: Type the name of the school or use the (ID) lookup to select from a list.
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Birth Date: Enter a date range using the calendar icons or type manually (format: MM/DD/YYYY).
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Case Manager: Enter the case manager’s name or use the lookup function.
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Disability: Choose the applicable disability category from the dropdown.
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Gender: Select the gender from the dropdown list.
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Grade: Pick the appropriate grade level from the dropdown.
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Include Inactive Student Profiles: Tick this checkbox if you want to include students who have been set as inactive in the results.
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Click Search
Once you've entered the desired criteria, click the Search button at the bottom right of the form. The matching results will be displayed.
Advanced Search
Steps to Perform an Advanced Search
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Navigate to the Advanced Search Tab
Click the Advanced Search tab located next to Quick Search. -
Select the Search Category
Use the Search dropdown to choose the desired record type (e.g., Students). -
Enter Search Formula
In the Student Selection Formula field, input a formula or click Quick Formula to use predefined logic (e.g., to filter by school, grade, or other custom rules). -
Include Inactive Students (Optional)
If needed, check the Include Inactive Student Profiles box. -
Click Search
Click the Search button to retrieve matching records based on the formula.
Search by Date Range
When searching with a date field (e.g., Birth Date):
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To search within a date range, specify both a Start Date and an End Date.
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If you leave the end date blank, the search will return records with dates on or after the start date.
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If you leave the start date blank, the search will return records with dates on or before the end date.
This helps you find records within flexible date ranges tailored to your specific needs.
Use Lookup Fields
For fields with a lookup link (e.g., Case Manager):
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Click the lookup link next to the field.
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Select one or more IDs from the list.
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The system will return records that match any of the selected IDs (e.g., students assigned to the selected case managers).
Additional Features
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Add New Student Profile: Click this button to manually create and enter a new student profile into the system.
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Customize Columns: You can customize which columns are displayed in the search results:
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On the Search Results page, click Customize Columns.
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On the Customize Columns page:
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Select the fields you want to display.
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If the field is not visible, use Filter by Section to locate it in another category.
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Click Accept to apply your changes.
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More: This option allows you to print a blank form or document template without any student data.