This knowledge article will provide a comprehensive list and description of all the minimum, optional, and related fields required to create a new contact record in Paradigm. This will also provide the workflows on how to search, add, and edit the contact’s information, and all other related how-to guides in maintaining a contact record in the system.
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| title | Key Terms and Concepts |
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| Security Group Security group determines the level of access the user is given in Paradigm. By default, new accounts are given staff security group. For administrators and power users this value is normally set to Full or Flex Admin. Minimum Required Fields to Create a Contact Record| Note |
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BE ADVISED: Entering Date of Birth is part of triggering the system to create the user login. It does not matter if it is user's true date of birth. |
When adding a contact the minimum required data to create a record: Required Fields | System Required |
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First Name | X |
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Last Name | X |
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Date of Birth | X |
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Home Institution Party Id | X |
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Status Id | X |
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Email Address | X |
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Although the above is the minimum required fields to create a record, the additional fields can be completed and used for information for PIR, HEIMS Staff Reporting, or for the HR Department. Staff ID cards can also be produced from Paradigm. Adding a New Contact Form FieldsField Name | Brief Overview |
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First Name | The new user’s First Name | Last Name | The new user’s Family / Surname | Date of Birth | Primarily used for triggering a password reset for a specific contact. This does not need to be the contact's real date of birth. | Email Address | An email address is required for the system to send emails from and to using the communication module. | Status | NOTE: Marking a contact with the status of "Archived" will also prevent that login from being able to access the system. | Home Institution | | Note |
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BE ADVISED: There 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. |
back to top Contact Related FieldsField Name | Description |
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Title | A salutation, honorary title, or social prefix given to an individual | Given Name | The new user's Given Name | Family Name | The new user's Family / Surname | Address Line 1 | User's Personal Address | Address Line 2 | User's Personal Address | Suburb | User's Home Suburb | Postcode | User's Home Postcode | State | User's Home State | Country | Default is Australia | Phone | User's Home Phone Number | Fax | User's Fax Number | Work Phone | User's Work Phone Number | Mobile | User's Mobile Phone | Email | Email Address is required to create a new user record as well as for using the Communication module within the system. | DOB | Date of Birth | Area of Expertise | What is the user’s teaching area of expertise? | Organisation | To which organisation(s) does the user belong? | Home Institution | If the institution operates more than one institution out of the system at one time the user can be defaulted to be able to access data from their Home Institution. | Status | Active Alumni Applied Archived Deceased Deleted Discontinued Inactive On Leave Prospective Suspended
| Notes | Any additional or required notes about the user. | Picture | A passport style photo can be added to the record in order produce photo staff Id Card. | External Id | Used to store a unique ID assigned to the contact that is used in a 3rd party or external system. | Employment Status | The current status of the Contact. The default list of options include: Casual Full Time Casual Part Time Permanent Full Time Permanent Part Time
| Academic Qualifications | A list of qualifications earned, bestowed or achieved by the Contact. | Highest Academic Qualification | The highest academic qualification achieved by the Contact. | Studied at | The name of the institution where the Contact earned their highest academic qualification or award. | Completed | Year that a qualification was awarded to the Contact. | Relevant Experience | The relevant experience currently held by the Contact. | Current Role | The role currently given to the Contact. | Length of Service | Length of time that the Contact has been associated with their Home Institution. | Publication | Publications written or associated to the Contact. | Professional Development | Professional Development undertaken by the Contact. | Professional Activities | Professional Activities undertaken by the Contact. | Current Research Activity | The research focus of the Contact. |
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| title | 2. How to Create / Add a new Contact / User to Paradigm |
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How to or a New Contact or User to Paradigm
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BE ADVISED: Please ensure that the contact doesn't already exist prior to creating a new contact record. It should not give you a result when you do a search of the new contact information to be added. Refer to the workflow How to for a Contact or User above. |
, Choose Contacts > Add New menus on the side. Enter the required information - minimum required fields are (refer to the form fields table above under the Key Terms and Concepts section, or you can refer to the highlighted in RED fields in the screenshot below). Click the SAVE CONTACT button. After clicking the SAVE CONTACT button, the contact information has now been added to the system. The next thing to do is to add a security group or access level to which you would want that contact to belong, depending on his/her role in your business or institution. Refer to the next workflow How to | Status |
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| title | maintain |
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or a Security Group to a Contact or Users Record to do this.back to top |
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| title | 3. How to Maintain / Add a Security Group to a Contact / User's Record |
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How to | Status |
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| colour | Purple |
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| title | maintain |
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or a Security Group to a Contact or User's Record
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INFO: After creating a new contact record in Paradigm (from workflow How to or a New Contact or User to Paradigm), it is now time to add roles and security group to the new contact. Refer to the instructions below. |
or Roles to the Contact Record
Roles within the system are allocated to the contacts record, these will allow for a contact to be assigned tasks or roles within the system e.g. Teacher, Lecturer, Administrator, Order Clerk, Request Taker, Registrar, HEIMS Contact, Mentor. Note that these roles do not determine the access level for the contact. , , With the newly created contact record loaded in the system, choose Contacts > Edit Details > Roles menus on the side. Click the drop-down list to select the role you want to assign for that contact record. After selecting a role, click the ASSIGN ROLE button. The new role that you’ve just added will now show on the ASSIGNED ROLES FOR CONTACT Form section above. To add more roles, repeat steps and .To delete, all you need to do is click the DELETE button (bin icon, as shown in the screenshot below) on the right of the role.  back to top or Security Group to the Contact Record
NOTE: A user name is allocated automatically by the system if a user name has not already been allocated. If a password has not yet been set, allocate a password and press the Save button. (The Save button will only appear only when the password strength meets or exceeds a satisfactory level.) A user login can only belong to one security group at a time, so if a security group has already been assigned, follow the steps at Removing a Security Group below to remove the existing security group, and then continue here to assign the new security group.  After clicking the ASSIGN SECURITY button, the selected role will now show in the ASSIGNED SECURITY FOR USER LOGIN Form section, and just below this section, is the ACTIVATE USER LOGIN Form section, to enable the user’s login, click the ENABLE USER LOGIN button. This should put a Y on the Enabled field and the date to when you’ve enabled the user login. back to top or a Security Group or Access Level to the Contact Record
A login record can only have one security group associated with it. To remove, delete, or change the security group or level that you want your contact to belong or to be disassociated from, follow the instructions below: Load the contact’s record. Refer to the workflow above How to for a Contact or User: https://silverband.atlassian.net/wiki/spaces/PKB/pages/985085/Contacts+-+Search+Add+and+Edit#01.-How-to-search-for-a-Contact-or-User. With the contact’s record loaded in the system, go to Contacts > Login menus on the side. In the ASSIGNED SECURITY FOR USER LOGIN Form section, click the REMOVE SECURITY button. After clicking the REMOVE SECURITY button, a pop-up window on top of the page will ask you to confirm the removal of the security group, click OK to proceed. NOTE: With the current security group of the user removed, if you want to change it or add another level or type of security group for that user, follow the above workflow or Security Group to the Contact Record. back to top a User Login
This will disable the user from logging into Paradigm. Load the contact’s record. Refer to the workflow above How to for a Contact or User: https://silverband.atlassian.net/wiki/spaces/PKB/pages/985085/Contacts+-+Search+Add+and+Edit#01.-How-to-search-for-a-Contact-or-User. With the contact’s record loaded in the system, go to Contacts > Login menus on the side. In the ACTIVATE USER LOGIN Form section, click the DISABLE USER LOGIN button. This will give you a SUCCESS message as shown in the (green bar) screenshot below, and the Enabled field is set to N with the last updated date. back to top |
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