Overview

Objective

Upon completion of this KB the User will be able to Search, Add and Edit Users / Contacts records and print staff cards within Paradigm

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Search Contact record field over view

Minimum required fields to create a contact record

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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.

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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.

All new contacts fields

Implications

When adding a new contact / User to Paradigm what type  / level of access needs to be assessed.  Different levels of access can edit / update and access varying amounts of the system from limited student data (Reception) right to Full admin / Registrar level access for full system access and Government reporting. The type of access given to a new user will depend on their position within the institution.

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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 ContactImage Removed button button
5. This will return a list of contacts that meet the searched criteria
6. To filter the list of contacts, in the search box Image Removed above box above the list of contacts, start typing the contacts's first or given name. 
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.

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1. Click on Contact tab in the side menu, 
2. Click on Add New in the side menu
3. Enter the Required information - minimum required fields are (refer to the above table)
   • • Given name
     • Family name
     • Contact Status
     • Email
     • Date of Birth (D.O.B.) – if unknown just typing any date
     • Home Institution
4. Click on Save Contact Image Removed Button.

How to Maintain / Add a  security group to a Contact / Users Record

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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 ContactImage Removed button button
5. To filter the list of contacts, in the search box Image Removed above 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. Click on Login option in the side menu.
9. Enter in the new password into the Change Password section. 
10. The Update User Password button will not appear until the password strength indicator is satisfactory. When is does click the Update passwordImage Removed button button
11. Open a different browser, copy and paste the login ID for the user account that has just been created to the username filed, click on “forgot password?” to trigger the system to send an email to the with the email address registered in Paradigm to change the password.

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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 ContactImage Removed button button
5. To filter the list of contacts, in the search box Image Removed above 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 cardImage Removed button button. 

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

   
   

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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 ContactImage Removed button button.
5. To filter the list of contacts, in the search box Image Removed above 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 UnitImage Removed Button 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 Image RemovedUnits button to complete the process.
    
    

    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.

    
    

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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 ContactImage Removed button button
5. To filter the list of contacts, in the search box Image Removed above 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 the Other Details section
9. Click on the Status drop box
10. Select Archived 
11. Click the Save Contact  Image Removed ButtonButton
12. Click on the Login option in the Side Menu
13. Click on the Disable User Login  Image Removed buttonbutton
14. Ensure that the Enable option within the Activate User login section appears as No Image RemovedN which is short for No

How to Edit a User / Contact Record

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 ContactImage Removed button button
5. To filter the list of contacts, in the search box Image Removed above 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. To reduce the returned options start typing the name of the unit into this box Image Removed The box. The returned results will reduce to match the criteria.
8. 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.
9. Update the Required Fields / information
10. Click on the Save Contact Image RemovedContact button.

How to Add Scheduled units to a Contacts Dashboard

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 ContactImage Removed button button.
5. To filter the list of contacts, in the search box Image Removed above 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 UnitImage Removed Button 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 Image RemovedUnits button to complete the process.

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