Overviewtoc
Objective
Upon Completion of this KB the user will have an understanding of what sections are available within the Contacts tab.
Assumptions
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Depending on the individual users levels of access not all pages will be available or editable. If you have Full Admin level access and the pages still isn't visible it maybe either not being used at your institution or have been hidden. For more information contact the Silverband help desk. |
- 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
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Contacts / Users are staff or associates of the institution not students. |
| Section Name | Brief Overview |
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| Search | 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. |
| Add New | 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. |
| Edit Details | 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. |
| Edit Contact Info | 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. |
| Login | 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. |
| 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:
| Field Name | Brief Overview | |||||
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| First name | The new Users First Name | |||||
| Last Name | The new Users 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 |
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| Home Institution | This will lock the contact record to only be able to view and edit students associated with the same institution |
Workflow
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Further reading
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