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. The table below are the types of Access Levels or Security Groups in Paradigm. | Security Level | Description |
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| 1 | Public | What a user may see without logging into Paradigm. Mostly used for login screens and the online application portal. | | 2 | Applicant | A prospective student who is interacting with Paradigm via the application portal. | | 3 | Student | A student user with mostly read-only access but has the ability to update their address details, register for units, generate a limited set of letter reports , and view other records made available to them by the Institution. | | 4 | Reception | The lowest security group with almost exclusively read-only access to a limited set of student related information. | | 5 | Tutor | An appropriate level of access for a part time or casual teaching staff who needs to look up student details, enter attendance, record assessment marks, or make notes against a student. | | 6 | Staff | NOTE: Default security group assigned by the system to newly created Contact logins. A general level of access with a moderate degree of edit access to student related information and records. | | 7 | Student Services | Intended for users who require the functionality of a staff member together with the ability to record, e.g. advisor / examiner / reviewer | | 8 | Student Admin | An alternative profile based on the flex admin security group. | | 9 | Flex Admin (also known as part time registrar) | Similar scope of access as Full Admin but lacking access to the System and Accounting menus, and the ability to edit published grades or bulk generate invoices. | | 10 | Accounting | An appropriate role for an accounts receivable role that is focused on maintaining financial records including invoices and payments within Paradigm. | | 11 | Marketing | This security group has a wide scope of access including student records, agents, invoices and payment related records. | | 12 | Full Admin | The standard security group given to power users with the ability to view, edit, and the one who has full control to almost everything within the system. | | 13 | HR Admin | | Note |
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BE ADVISED: Not normally used. |
Intended for institutions who want to record sensitive HR related information within Paradigm for the purposes of staff reporting. | | 14 | System Admin | | Note |
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BE ADVISED: Not normally used. |
Intended for institutions who require a higher form of Full Admin with full system permissions in order to limit the typical scope of Full Admin access. |
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 the 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 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 User's Record for the instructions.back to top |
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| title | 4. How to Add / Reset a User Password |
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How to or a User Password
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 CHANGE PASSWORD Form section, enter a new password in the New Password field and verify it in the New Password Verify field. The UPDATE USER PASSWORD button will not appear until the password strength indicator is satisfactory. When it does click the button. Open a different browser, copy and paste the User Login Id for the user account that has just been created to the Username field, click the “Forgot password?” link to trigger the system to send an email to the user with the email address registered in Paradigm to change the password.NOTE: A username is allocated automatically by the system, unless otherwise specified.  Copy the Username to the Username field(as shown in the screenshot below) in the new browser where you opened the login page of Paradigm.  back to top |
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| title | 8. How to Edit a User / Contact Record |
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| How to a User or Contact Record Click on Contact tab in the side menu, Click on Search in the Side Menu Enter at least one of the following options in to the relevant search box: Given Name Surname Home Institution Status Contact Role
Click on the Search Contact button To filter the list of contacts, in the search box above the list of contacts, start typing the contact’s first or given name. This will return a list of contacts that meet the searched criteria To reduce the returned options start typing the name of the unit into this box. The returned results will reduce to match the criteria. When you see the record for the contact you are looking for, click on the contact role for that contact, highlighted in blue in the left column of that row. Update the Required Fields / information
Click on the Save Contact button.NOTE: If the contact record is already loaded, proceed to the instructions, else start with .
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. Edit the Contact’s Record
With the contact’s record loaded, edit or update the required fields / information. 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. The edit contact details page consists of the following sections (shown in the screenshot below).  Image Addedback to top |
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| title | 9. How to Add Scheduled Units to a Contact's Dashboard |
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How to Scheduled Units to a Contact’s Dashboard
Click on Contact tab in the side menu. Click on Search in the Side Menu. Enter at least one of the following options in to the relevant search box: Given Name Surname Home Institution Status Contact Role
Click on the Search Contact button. To filter the list of contacts, in the search box above the list of contacts, start typing the contact’s first or given name. This will return a list of contacts that meet the searched criteria When you see the record for the contact you are looking for, click on the contact role for that contact, highlighted in blue in the left column of that row. Scroll Down to Edit Contact details section Scroll down to the Add contacts Role for Scheduled Units section. To search for a Scheduled Unit enter at least one of the following options in to the relevant search box: Unit Code Unit Name Unit Provider Unit Keywords Unit status
Click on the Search Scheduled Unit Button. This will return a list of units that meet the searched criteria Click on the Select the role drop box on the right hand side of the required unit. Click on the required option. When selecting a role the tick box will automatically be selected. Multiple units can be added at the same time. Click the Add Role to Schedule Units button to complete the process.
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