Overview
| Table of Contents |
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This is a section of the whole KB, by having this section, user will be able to jump to the any part of KB with a click.
Note that this you can create dot point as sub headings under each sections and they will show up in this table as sub links.
Objective
This is the a short description of the content of the KB, it gives user an idea of what they will be able to achieve with all the information from this KB.
Assumptions
This part of the KB states the basic requirements for user to be able to understand this KB or any access required to carry out the task explained in this KB.
Key terms and concepts
In this section, important key terms and concepts involved in the process of carrying out the tasks explained in this KB will be listed, and each of these concepts and terms will be explained.
It is recommended to use table for convenience when it is appropriate.
Implications
This section of the KB will explain what potential issues or problems users can come across and why they happen.
Workflow
This section explains the exact workflow of how a task/process should be conducted.
It is recommended to divide the task into sub headings.
Further reading
...
Objective
Upon completion of this KB the User will be able to add / update Users Contact information within the Contact information section.
Assumptions
- 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
Please note: 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.
Contacts / Users are staff or associates of the institution not students.
Key terms and concepts
| Address Types | Brief Overview |
|---|---|
| Residential / Semester / Term / Current Address | Contact details for the User during an active semester of study. |
| Permanent / Billing Address | Contact details for the User whilst not actively working, for example during the semester break period. |
| Emergency Contact Address | Contact information to be used in an emergency to reach a friend, family member or guardian of a specific user. |
| Employer Address | Contact details for the users place of employment, if a subcontractor or visiting Scholar |
| Field Name | Brief Overview |
|---|---|
| To | |
| Attention Name | The Users full name. this field will appear on printed letters along with address details |
| Property Name | e.g. The Burrows - If the user doesn't provide a property name please leave this field blank |
| Flat / Unit no | e.g. Unit 4 - If the user doesn't provide a sub address please leave this field blank |
| Street Number | Street number - this field is only to be left blank if the Postal Box field has been completed - a warning message will appear if this field is left blank to confirm that it is correct |
| Street Name | Name of Street including street type e.g. Brown Road |
| Postal Box | For a postal address with a non street address e.g. PO Box 9994 |
| City | City or Suburb. This field is a smart field that contains all suburbs, States and Postcodes of Australia to ensure the correct Suburb / State / Postcode Combination is entered |
| Postcode | Australian postcode field - this will auto populate when the Suburb is selected in the above field |
| State | The state is normally auto populated with the colleges home state - when the suburb is selected in the Suburb field this will auto populate with the correct state as selected. If the State is not an Australian State pleas change the field to Select State and enter the details into the 'Or' box |
| Or | This field is for Non-Australian State information |
| Country | The Country is defaulted to Australia please change if required |
| Mobile | Mobile Phone number |
| Home | After Hours contact number |
| Day Phone | Working Hours contact number |
| Fax | Fax number |
| Either Personal Email address or institution email address depending on the institutions preference | |
| IM Protocol | Instant messaging system or program preference e.g. Skype, Hip-chat, Messenger - including Username |
| IM Address | Web address for Instant messaging program |
Implications
Not all address types are relevant for all contact/ users.
Workflow
How to Add a Contact / Users Contact information
- Click on Contact tab in the side menu,
- Click on Search in the Side Menu
- .Enter any combination of Given name, Surname, Home Institution, Status, Contact role (Paradigm requires at least one search criteria) If no record exists a new record can be created.
- 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. - Click on the blue hyper link on the left side of the required record.
- Click on the Edit Contact info option in the Side Menu
- Click the Add (address type) to be created. If no address types have been added it is recommended that the Semester / Term / Current Address be created first, followed by the Permanent / Billing address.
- Enter the required information to the address fields
- Click on the Save Contact details Button.
How to Add a Contact / Users Contact information
- Click on Contact tab in the side menu,
- Click on Search in the Side Menu
- .Enter any combination of Given name, Surname, Home Institution, Status, Contact role (Paradigm requires at least one search criteria) If no record exists a new record can be created.
- 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.
- Click on the blue hyper link on the left side of the required record.
- Click on the Edit Contact info option in the Side Menu
- Click on the address type to be edited ( Billing Address, Residential Address, Emergency contact address, Employer address)
- Edit the data to be updated
- Click on the Save Contact details button.
Further reading
How to Create a Contact / User Record
How to Update a Contact / User Record
How to Add / update a password to a Contact / User Record
How to Add Contact Roles to a Contact / User Record