Page Comparison

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Minimum required fields to create a contact record

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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.

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1. Click on Contact tab in the side menu, 
2. Click on Search in the Side Menu
3. Enter at least one of the following options in to the relevant search box: 
   • Given Name 
   • Surname
   • Home Institution
   • Status
   • Contact Role 
4. Click on the Search Contact button
5. To filter the list of contacts, in the search box above the list of contacts, start typing the contacts's first or given name. 
6. This will return a list of contacts that meet the searched criteria
7. 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
8. Scroll Down to Edit Contact details section

9. Click the Print Staff card button.  

   Note

   (A template for the card must be established prior to this function being available. This can be requested via the Silverband Help desk.

    

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Adding  / Associating staff to scheduled units

1. Click on Contact tab in the side menu.
2. Click on Search in the Side Menu.
3. Enter at least one of the following options in to the relevant search box: 
   • Given Name 
   • Surname
   • Home Institution
   • Status
   • Contact Role 
4. Click on the Search Contact button.
5. To filter the list of contacts, in the search box above the list of contacts, start typing the contacts's first or given name. 
6. This will return a list of contacts that meet the searched criteria
7. 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.
8. Scroll Down to Edit Contact details section
9. Scroll down to the Add contacts Role for Scheduled Units section. 
10. 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 
11. Click on the Search Scheduled Unit Button.
12. This will return a list of units that meet the searched criteria
13. Click on the Select the role  drop box on the right hand side of the required unit. 
14. 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.

15. Click the Add Role to Schedule Units button to complete the process.

    Note

    Note: The Class Lists / Rolls for selected units will now appear on the contacts dashboard for easy access. The contact will also appear in the Scheduled Unit screen as the assigned role within each unit.
    
    

    
    

How to Remove / Suspend Access for Contact / Users

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