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Upon Completion of this KB the user will have an understanding of what sections are available within the Contacts tab.
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Assumptions
The User has the minimum required level to access the Contacts tab
The User has the permission / authority of the Institution to grant access to users / to use Paradigm
Key terms and concepts
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Be Advised
Overview
A contact is a non-student user who may or may not have an account to directly access Paradigm. Examples of contacts include administration staff, lecturers, teachers etc.
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Section Name
This page will provide you the links of all the associated knowledge articles under the Contacts Menu, and below the links are some brief overview of each sub-menu.
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Contacts Menu Knowledge Articles
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Contact Sub-Menus Brief Overview
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Here a user can search for existing contacts (Users). A User can be search by Given Name, Family Name, Suburb, Postcode, Home Institution, Status and Contact Role. At least one of these is required to search for contacts, however more search parameters will reduce the results produced when searching. The results can then be ordered by First Name, Last Name, Status Id or last date modified.
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New Contact records are added to the system here. For a basic record the minimum required fields are first name, last name, email address and home institution. From there role needs to be assigned for security access levels.
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From here contact roles can be edited. All fields can be updated. However if a name is updated please ensure that the login name is also edited or the previous username will still be active.
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The User's personal contact details can be added here. Multiple address can be sorted with in the system. including Residential and postal addresses, Emergency contact details, and if required Employer addresses.
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Once a contact record has been created a username, password and security group are then required. In this section these are added and activated. Usernames are allocated by the system based on the contacts first and last names. Passwords must meet the password policy to be activated. When allocating a security group it is important to know what the new users roll / position is within the institution to ensure that the correct amount of access it granted to the system.
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Rooms Timetable
This screen displays a timetable divided by day and hour of the Scheduled Unit Sessions associated with the loaded contact record.
Implications
When adding a contact the minimum required data to create a record:
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Field Name
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Brief Overview
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First name
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The new Users First Name
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Last Name
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The new Users Family / Surname
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Date of Birth
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Primarily used for triggering a password reset for a specific contact. This does not need to be the contact's real date of birth.
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Email Address
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An email address is required for the system to send emails from and to using the communication module
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Status
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NoteMarking a contact with the status of "Archived" will also prevent that login from being able to access the system. |
Active
Archived
Deleted
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Home Institution
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Be AdvisedThere is an optional site configuration that is disabled by default that limits the ability of a contact to only edit records that belong to the same institution as that contact’s Home Institution. This same logic is automatically triggered by default when a contact’s Home Institution is set to a provider with the role of AGENT. |
The primary provider with whom the contact is associated. A contact may only be associated with a single provider.
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Further Reading
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Related Pages
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