Overview
The Edit Contact Info menu in Paradigm will let you add and edit the user's personal contact details. Multiple addresses can be stored within the system, including residential and postal addresses, emergency contact details, and if required, employer addresses. This knowledge article will provide a workflow on how you can add a Contact or User’s Contact Information in the system.
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Objective
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Assumptions
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Key terms and concepts
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Implications
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Workflow
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Further reading
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You understand that Contacts / Users are staff or associates of the institution not students; You have the minimum required level to access the Contacts menu; and You have the permission / authority of the Institution to grant access to users / to use Paradigm.
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There are four types of addresses that may be maintained within Paradigm: | Address Types | Brief Overview |
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| 1 | Residential / Semester / Term / Current Address | Contact details for the User during an active semester of study. | | 2 | Permanent / Billing Address | Contact details for the User whilst not actively working, for example during the semester break period. | | 3 | Emergency Contact Address | Contact information to be used in an emergency to reach a friend, family member or guardian of a specific user. | | 4 | Employer Address | Contact details for the users place of employment, if a subcontractor or visiting Scholar |
Field Name | Brief Overview |
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To | The name of a 3rd party or person whose attention is required on any physical correspondence | 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 | Email | 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 |
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Implications
NOTE
Not all address types are relevant for all contacts / users.
Workflow
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| title | 1.How to Add a Contact / User's Contact Information |
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How to a Contact or User’s Contact Information
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 This will return a list of contacts that meet the searched criteria To filter the list of contacts, in the search box above the list of contacts, start typing the contact’s first or given name. 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. 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 Person Contact Details button.
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Overview | Assumptions | Key Terms and Concepts | Implications | Workflow | Video | Related Pages | Further Reading
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