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
Complexity:
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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
Key terms and concepts
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.
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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Required Fields
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System required
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Given name
Family name
Contact Status
Date of Birth (DOB)
Home institution
Email address
Assign contact role
Update security group
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.
Staff ID cards can also be produced from Paradigm
Contact related fields
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Field Name
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Description
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Title
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A salutation, honorary title or social prefix given to an individual
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Given Name
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The new users given name
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Family Name
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The new users Family / Surname
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Address Line 1
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Users Personal Address
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Address Line 2
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Users Personal Address
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Suburb
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Users home suburb
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Postcode
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Users home postcode
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State
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Users home State
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Country
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Default is Australia
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Phone
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Users Home Phone number
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Fax
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Users Fax number
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Work Phone
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Users Work Phone Number
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Mobile
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Users Mobile Phone
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Email
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Email address is required to create a new User record as well as for using the Communication module within the system
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DOB
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Date of Birth
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Area of Expertise
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What is the Users Teaching area of expertise
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Organisation
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To which organisation(s) does the user belong
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Home Institution
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If the institution operates more than one institution out of the system at one time the user can be defaulted to be able to access data from their home institution
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Status
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Active
Alumni
Applied
Archived
Deceased
Deleted
Discontinued
Inactive
On Leave
Prospective
Suspended
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Notes
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Any additional or required notes about the User
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Picture
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A Passport style photo can be added to the record in order produce Photo staff Id Card.
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External Id
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Used to store an unique ID assigned to the contact that is used in a 3rd party or external sysetm.
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Employment Status
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The current status of the Contact. The default list of options include:
Casual Full Time
Casual Part Time
Permanent Full Time
Permanent Part Time
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Academic Qualifications
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A list of qualifications earned, bestowed or achieved by the Contact
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Highest Academic Qualification
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The highest academic qualification acheived by the Contact
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Studied at
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The name of the instition where the Contact earned their highest academic qualification or award
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Completed
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Year that a qualification was award to the Contact
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Relevant Experience
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The relevant experience currently held by the Contact
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Current Role
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The role currently given to the ContactPosition
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Length of Service
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Length of time that the Contact has been associated with their home institution
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Publication
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Publications written or assocaited to the Contact
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Professional Development
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Professional Development undertaken by the Contact
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Professional Activities
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Professional Activities undertaken by the Contact
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Current Research Activity
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The research focus of the Contact
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.
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.
System will automatically create a system user login each time new contact is created. If the contact record is not an active system user, then their login should be set to disabled.
This part of the system is not a replacement of the HR application, data entered here may be visible to different types of users. It is therefore not recommended to store sensitive data in this system.
There is an option to limit users from accessing and/or editing student related record with a different institution to the one specified against that user. By default, this setting is not enabled. A request can be made via help desk to enable this feature.
Updating a Users name (due to change of name, Marriage, Divorce, etc) will not automatically update their user login credentials, this will to be edited in the Contacts Login screen as we ll as within the Users record. To do this a new user id will need to be created, enabled, provided a security level and password.
Workflow
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| title | 1. How to Search for a Contact / User |
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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 contacts'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.
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| title | 2. How to Create / Add a new Contact / User to Paradigm |
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Please ensure that the contact doesn't already exist prior to creating a new contact record |
Click on Contact tab in the side menu,
Click on Add New in the side menu
Enter the Required information - minimum required fields are (refer to the above table)
Click on Save Contact Button.
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| title | 3. How to Maintain / Add a security group to a Contact / Users Record |
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Once the contact is created, Paradigm will show a success message on the top of the page showing the user account has been created successfully.
Adding Roles to the contact record: Roles within the system are allocated to the contacts record, these will allow for a contact to be assigned tasks or roles within the system e.g. Teacher, Lecturer, administrator, Order clerk, request taker, registrar, HEIMS contact, mentor. These roles do not determine the access level for the contact.
Adding a security group: Once the contact has been loaded click on Login in the side menu. A user name is allocated automatically by the system, allocate a password and press the save button. (The save button will only appear only when the password strength passes a satisfactory level.) Next select the appropriate security group to assign to the user, click on assign security to commit the change. Finally press the Enable User Login button.
Removing a security group: In order to remove a security group, Load the contact, click on the Login in the side menu, click on the Remove Security button next to the security group to be removed. The system will prompt user to whether to delete the selected items. Click OK to make the change.
Disable a user account: Load the contact, click on the Login in the side menu, Click on the Disable User button. This will disable the users login for the system.
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| title | 4. How to Add / Reset a Users Password |
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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
To filter the list of contacts, in the search box above the list of contacts, start typing the contacts's first or given name.
This will return a list of contacts that meet the searched criteria
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 Login option in the side menu.
Enter in the new password into the Change Password section.
The Update User Password button will not appear until the password strength indicator is satisfactory. When is does click the Update password button
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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| title | 5. How to Print Staff Cards |
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Please 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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Click on Contact tab in the side menu,
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Click on Search in the Side Menu
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Enter at least one of the following options in to the relevant search box:
Given Name
Surname
Home Institution
Status
Contact Role
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Click on the Search Contact button
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To filter the list of contacts, in the search box above the list of contacts, start typing the contacts's first or given name.
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This will return a list of contacts that meet the searched criteria
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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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Scroll Down to Edit Contact details section
Click the Print Staff card button.
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| title | 6. Adding / Associating staff to scheduled units |
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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. To filter the list of contacts, in the search box above the list of contacts, start typing the contacts's first or given name. This will return a list of contacts that meet the searched criteria 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. Scroll Down to Edit Contact details section Scroll down to the Add contacts Role for Scheduled Units section. 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
Click on the Search Scheduled Unit Button. This will return a list of units that meet the searched criteria Click on the Select the role drop box on the right hand side of the required unit. 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. Click the Add Role to Schedule Units 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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| title | 7. How to Remove / Suspend Access for Contact / Users |
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As Staff from the institution either leave or move to different position access many need to be removed or suspended. it is important that only staff who require access to paradigm have access to it to ensure compliance with Privacy Policies
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
To filter the list of contacts, in the search box above the list of contacts, start typing the contacts's first or given name.
This will return a list of contacts that meet the searched criteria
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
Scroll Down to the Other Details section
Click on the Status drop box
Select Archived
Click the Save Contact Button
Click on the Login option in the Side Menu
Click on the Disable User Login button
Ensure that the Enable option within the Activate User login section appears as N which is short for No
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| title | 8. How to Edit a User / Contact Record |
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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
To filter the list of contacts, in the search box above the list of contacts, start typing the contacts's first or given name.
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.
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.
Update the Required Fields / information
Click on the Save Contact button.
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| title | 8. How to Add Scheduled units to a Contacts Dashboard |
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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.
To filter the list of contacts, in the search box above the list of contacts, start typing the contacts's first or given name.
This will return a list of contacts that meet the searched criteria
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.
Scroll Down to Edit Contact details section
Scroll down to the Add contacts Role for Scheduled Units section.
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
Click on the Search Scheduled Unit Button.
This will return a list of units that meet the searched criteria
Click on the Select the role drop box on the right hand side of the required unit.
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.
Click the Add Role to Schedule Units button to complete the process.
Further Reading
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Overview
This knowledge article will provide a comprehensive list and description of all the minimum, optional, and related fields required to create a new contact record in Paradigm. This will also provide the workflows on how to search, add, and edit the contact’s information, and all other related how-to guides in maintaining a contact record in the system.
Complexity:
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Workflow
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| title | Key Terms and Concepts |
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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. The table below are the types of Access Levels or Security Groups in Paradigm. | Security Level | Description |
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| 1 | Public | What a user may see without logging into Paradigm. Mostly used for login screens and the online application portal. | | 2 | Applicant | A prospective student who is interacting with Paradigm via the application portal. | | 3 | Student | A student user with mostly read-only access but has the ability to update their address details, register for units, generate a limited set of letter reports , and view other records made available to them by the Institution. | | 4 | Reception | The lowest security group with almost exclusively read-only access to a limited set of student related information. | | 5 | Tutor | An appropriate level of access for a part time or casual teaching staff who needs to look up student details, enter attendance, record assessment marks, or make notes against a student. | | 6 | Staff | NOTE: Default security group assigned by the system to newly created Contact logins. A general level of access with a moderate degree of edit access to student related information and records. | | 7 | Student Services | Intended for users who require the functionality of a staff member together with the ability to record, e.g. advisor / examiner / reviewer | | 8 | Student Admin | An alternative profile based on the flex admin security group. | | 9 | Flex Admin (also known as part time registrar) | Similar scope of access as Full Admin but lacking access to the System and Accounting menus, and the ability to edit published grades or bulk generate invoices. | | 10 | Accounting | An appropriate role for an accounts receivable role that is focused on maintaining financial records including invoices and payments within Paradigm. | | 11 | Marketing | This security group has a wide scope of access including student records, agents, invoices and payment related records. | | 12 | Full Admin | The standard security group given to power users with the ability to view, edit, and the one who has full control to almost everything within the system. | | 13 | HR Admin | | Note |
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BE ADVISED: Not normally used. |
Intended for institutions who want to record sensitive HR related information within Paradigm for the purposes of staff reporting. | | 14 | System Admin | | Note |
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BE ADVISED: Not normally used. |
Intended for institutions who require a higher form of Full Admin with full system permissions in order to limit the typical scope of Full Admin access. |
Minimum Required Fields to Create a Contact Record| Note |
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BE ADVISED: Entering Date of Birth is part of triggering the system to create the user login. It does not matter if it is the user's true date of birth. |
When adding a contact the minimum required data to create a record: Required Fields | System Required |
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First Name | X |
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Last Name | X |
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Date of Birth | X |
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Home Institution Party Id | X |
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Status Id | X |
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Email Address | X |
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Although the above are the minimum required fields to create a record, the additional fields can be completed and used for the information for PIR, HEIMS Staff Reporting, or for the HR Department. Staff ID cards can also be produced from Paradigm. Adding a New Contact Form FieldsField Name | Brief Overview |
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First Name | The new user’s First Name | Last Name | The new user’s 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 | NOTE: Marking a contact with the status of "Archived" will also prevent that login from being able to access the system. | Home Institution | | Note |
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BE ADVISED: There is an optional site configuration that is disabled by default that limits the ability of a contact to only edit records that belong to the same institution as that contact’s Home Institution. This same logic is automatically triggered by default when a contact’s Home Institution is set to a provider with the role of AGENT. |
The primary provider with whom the contact is associated. A contact may only be associated with a single provider. |
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COVID Vaccination Status TrackingAdditional fields have been added to support providers with government-mandated requirements to track details regarding COVID vaccination status. These fields are available on the EDIT CONTACT DETAILS screen. The fields have also been added to the Contact Details base report within Report Builder: Note that these new fields have been deployed hidden and will need to be set to visible by editing the following form fields, see Making a Form Field Visible in Paradigm: | Status |
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Contact PronounsThis field is available on the EDIT CONTACT DETAILS screen. This new field has been deployed hidden. To use this field set the following form field to visible, see Making a Form Field Visible in Paradigm: To customise the Code Item, search for the PERSON_PRONOUN Code Type, see Search, Add and Edit Code Item in Paradigm. back to top Contact Related FieldsField Name | Description |
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Title | A salutation, honorary title, or social prefix given to an individual | Given Name | The new user's Given Name | Family Name | The new user's Family / Surname | Address Line 1 | User's Personal Address | Address Line 2 | User's Personal Address | Suburb | User's Home Suburb | Postcode | User's Home Postcode | State | User's Home State | Country | Default is Australia | Phone | User's Home Phone Number | Fax | User's Fax Number | Work Phone | User's Work Phone Number | Mobile | User's Mobile Phone | Email | Email Address is required to create a new user record as well as for using the Communication module within the system. | DOB | Date of Birth | Area of Expertise | What is the user’s teaching area of expertise? | Organisation | To which organisation(s) does the user belong? | Home Institution | If the institution operates more than one institution out of the system at one time the user can be defaulted to be able to access data from their Home Institution. | Status | Active Alumni Applied Archived Deceased Deleted Discontinued Inactive On Leave Prospective Suspended
| Notes | Any additional or required notes about the user. | Picture | A passport style photo can be added to the record in order produce photo staff Id Card. | External Id | Used to store a unique ID assigned to the contact that is used in a 3rd party or external system. | Employment Status | The current status of the Contact. The default list of options include: Casual Full Time Casual Part Time Permanent Full Time Permanent Part Time
| Academic Qualifications | A list of qualifications earned, bestowed or achieved by the Contact. | Highest Academic Qualification | The highest academic qualification achieved by the Contact. | Studied at | The name of the institution where the Contact earned their highest academic qualification or award. | Completed | Year that a qualification was awarded to the Contact. | Relevant Experience | The relevant experience currently held by the Contact. | Current Role | The role currently given to the Contact. | Length of Service | Length of time that the Contact has been associated with their Home Institution. | Publication | Publications written or associated to the Contact. | Professional Development | Professional Development undertaken by the Contact. | Professional Activities | Professional Activities undertaken by the Contact. | Current Research Activity | The research focus of the Contact. |
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Tracking AQF Qualification LevelsTwo new fields have been added to the contact screen for tracking the AQF level of a contact's academic qualification. AQF Level AQF Equivalent Level
 Image AddedThe new fields have also been added to the Report Builder base report: Contact Details
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Implications
| Info |
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INFO A contact is a non-student user who may or may not have an account to directly access Paradigm. Examples of contacts include administration staff, lecturers, teachers, etc. When adding a new contact or user to Paradigm – what type or level of access needs to be assessed. Different levels of access can edit or update and access varying amounts of information in 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. |
NOTE
Depending on the individual user's levels of access, not all pages will be available or editable. If you have Full Admin access level 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 Support Team.
System will automatically create a system user login each time a new contact is created. If the contact record is not an active system user, then their login should be set to disabled.
This part of the system is not a replacement of the HR application, data entered here may be visible to different types of users. It is therefore not recommended to store sensitive data in the system.
There is an option to limit users from accessing and/or editing student related record with a different institution to the one specified against that user. By default, this setting is not enabled. A request can be made via Silverband Support Team to enable this feature.
Updating a contact’s name (due to change of name, marriage, divorce, etc.) will not automatically update their user login credentials, this will to be edited in the Contacts Login screen as well as within the user’s record. To do this, a new User Id will need to be created, enabled, and provided a security level and password.
Workflow
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| title | 1. How to Search for a Contact / User in Paradigm |
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How to for a Contact or User in Paradigm
, Choose Contacts > Search menus on the side. Enter at least one of the following options into the relevant search box: Given Name, Surname, Home Institution, Status, Contact Role. Click the SEARCH CONTACT button. Image Added After clicking the SEARCH CONTACT button, it will return a list of contacts that meet your searched criteria. To filter the list of contacts, in the 🔍Filter box above the list of contacts, start typing the contact’s First or Given name.  Image Added When you see the record of the contact that you are looking for, click the contact’s role, highlighted in blue in the left column under the Role Id heading. This will load the contact’s edit details page. Image Addedback to top |
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| title | 2. How to Create / Add a new Contact / User to Paradigm |
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How to or a New Contact or User to Paradigm
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BE ADVISED: Please ensure that the contact doesn't exist prior to creating a new contact record. It should not give you a result when you do a search of the new contact information to be added. Refer to the workflow How to for a Contact or User above. |
, Choose Contacts > Add New menus on the side. Enter the required information - minimum required fields are (refer to the form fields table above under the Key Terms and Concepts section, or you can refer to the highlighted in RED fields in the screenshot below). Click the SAVE CONTACT button. Image Added After clicking the SAVE CONTACT button, the contact information has now been added to the system. The next thing to do is to add a security group or access level to which you would want that contact to belong, depending on his/her role in your business or institution. Refer to the next workflow How to | Status |
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or a Security Group to a Contact or User's Record for the instructions.back to top |
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| title | 3. How to Maintain / Add a Security Group to a Contact / User's Record |
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How to | Status |
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or a Security Group to a Contact or User's Record
After creating a new contact record in Paradigm (from workflow How to or a New Contact or User to Paradigm), it is now time to add roles and security group(s) to the new contact. Refer to the workflows below.
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Add or Assign Roles to the Contact Record
Roles within the system are allocated to the contacts record, these will allow for a contact to be assigned tasks or roles within the system e.g. Teacher, Lecturer, Administrator, Order Clerk, Request Taker, Registrar, HEIMS Contact, Mentor. Note that these roles do not determine the access level for the contact. , , With the newly created contact record loaded in the system, choose Contacts > Edit Details > Roles menus on the side. Click the drop-down list to select the role you want to assign for that contact record. After selecting a role, click the ASSIGN ROLE button. The new role that you’ve just added will now show on the ASSIGNED ROLES FOR CONTACT Form section above. To add more roles, repeat steps and .To delete, all you need to do is click the DELETE button (bin icon, as shown in the screenshot below) on the right of the role.  Image Addedback to top Add or Assign a Security Group to the Contact Record
NOTE: A user login can only belong to one security group at a time, so if a security group has already been assigned, follow the steps at Removing a Security Group below to remove the existing security group, and then continue here – to assign the new security group. Image Added After clicking the ASSIGN SECURITY button, the selected role will now show in the ASSIGNED SECURITY FOR USER LOGIN Form section, and just below this section, is the ACTIVATE USER LOGIN Form section, to enable the user’s login, click the ENABLE USER LOGIN button. This should put a Y on the Enabled field and the date to when you’ve enabled the user login. Image Added Proceed to the instructions in the “Workflow How to or a User Password” section below, or if you want to trigger the system to send an email to the user with their Paradigm login credentials (sent to the email address registered in Paradigm) to change the password.back to top Remove or Delete a Security Group or Access Level to the Contact Record
A login record can only have one security group associated with it. To remove, delete, or change the security group or level that you want your contact to belong or to be disassociated from, follow the instructions below: Load the contact’s record. Refer to the workflow above How to for a Contact or User: https://silverband.atlassian.net/wiki/spaces/PKB/pages/985085/Contacts+-+Search+Add+and+Edit#01.-How-to-search-for-a-Contact-or-User. With the contact’s record loaded in the system, go to Contacts > Login menus on the side. In the ASSIGNED SECURITY FOR USER LOGIN Form section, click the REMOVE SECURITY button. Image Added After clicking the REMOVE SECURITY button, a pop-up window on top of the page will ask you to confirm the removal of the security group, click OK to proceed. Image AddedNOTE: With the current security group of the user removed, if you want to change it or add another level or type of security group for that user, follow the above workflow or Security Group to the Contact Record.back to top Disable a User Login
This will disable the user from logging into Paradigm. Load the contact’s record. Refer to the workflow above How to for a Contact or User: https://silverband.atlassian.net/wiki/spaces/PKB/pages/985085/Contacts+-+Search+Add+and+Edit#01.-How-to-search-for-a-Contact-or-User. With the contact’s record loaded in the system, go to Contacts > Login menus on the side. In the ACTIVATE USER LOGIN Form section, click the DISABLE USER LOGIN button. This will give you a SUCCESS message as shown in the (green bar) screenshot below, and the Enabled field is set to N with the last updated date. Image Addedback to top |
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| title | 4. How to Add / Reset a User Password |
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How to or a User Password
Load the contact’s record. Refer to the workflow above How to for a Contact or User: https://silverband.atlassian.net/wiki/spaces/PKB/pages/985085/Contacts+-+Search+Add+and+Edit#01.-How-to-search-for-a-Contact-or-User. With the contact’s record loaded in the system, go to Contacts > Login menus on the side. In the CHANGE PASSWORD Form section, enter a new password in the New Password field and verify it in the New Password Verify field. The UPDATE USER PASSWORD button will not appear until the password strength indicator is satisfactory. When it does click the button. Image Added How to trigger the system to send a Paradigm Login Credentials
Open a different browser with the Paradigm Login page, click the “Forgot password?” link. This will trigger the system to send an email to the user with the email address registered in Paradigm with their login credentials. Image AddedNOTE: A username is allocated automatically by the system, unless otherwise specified.  Image Added After clicking the “Forgot password?” link, a new window will appear (as shown in the screenshot below) Copy the Username to the User Login Id/Student Number field and enter the Date of Birth of the user, as entered in the user or contact details record (use the format: dd/mm/yyyy). Click the RESET USER PASSWORD button. This will trigger the system to send an email to the user with their Paradigm Login credentials (Username and Password). Image Addedback to top |
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| title | 5. How to Print Staff Cards |
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How to Staff Cards
NOTE: A template for the card must be established prior to this function being available. This can be requested via the Silverband Support Team. back to top |
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| title | 6. How to Add or Associate Staff to Scheduled Units |
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How to or | Status |
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Staff to Scheduled Units
NOTE: If the contact record is already loaded, proceed to the instructions, else start with .
Refer to the workflow above How to for a Contact or User: https://silverband.atlassian.net/wiki/spaces/PKB/pages/985085/Contacts+-+Search+Add+and+Edit#01.-How-to-search-for-a-Contact-or-User. Associate the Contact’s Record to Scheduled Units
, With the contact’s record loaded in the system, choose Contacts > Edit Details menus on the side. Go to the ADD CONTACT’S ROLE FOR SCHEDULED UNITS Form section. To search for a Scheduled Unit enter at least one of the following options into the relevant search box: Unit Code, Unit Name, Unit Provider, Unit Keywords, and Unit Status. Click the SEARCH SCHEDULED UNIT button. This will return a list of units that meet the searched criteria. Image Added On the Role column of the results, click the Select a role drop box on the right-hand side of the required unit. 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. Click the ADD ROLE TO SCHEDULED UNITS button.  Image Added| Info |
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INFO: 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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| title | 7. How to Remove / Suspend Access for Contact / Users |
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How to or Access for Contacts or Users
NOTE: As staff from an institution either leave or move to a different position, access may need to be removed or suspended. Only staff who require access to Paradigm must have access to it to ensure compliance with Privacy Policies. NOTE: If the contact record is already loaded, proceed to the instructions, else start with .
Refer to the workflow above How to for a Contact or User: https://silverband.atlassian.net/wiki/spaces/PKB/pages/985085/Contacts+-+Search+Add+and+Edit#01.-How-to-search-for-a-Contact-or-User. Remove or Suspend Access
Follow the instructions from - of this link: https://silverband.atlassian.net/wiki/spaces/PKB/pages/984958/Contacts+-+Login#4.-How-to-disable-a-User-Contact-Login-and-User-Record.back to top |
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| title | 8. How to Edit a User / Contact Record |
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How to a User or Contact Record
NOTE: If the contact record is already loaded, proceed to the instructions, else start with .
Refer to the workflow above How to for a Contact or User: https://silverband.atlassian.net/wiki/spaces/PKB/pages/985085/Contacts+-+Search+Add+and+Edit#01.-How-to-search-for-a-Contact-or-User. Edit the Contact’s Record
With the contact’s record loaded, edit or update the required fields/information. From here, the contact’s 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. The edit contact details page consists of the following sections (shown in the screenshot below).  Image Addedback to top |
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| title | 9. How to Add Scheduled Units to a Contact's Dashboard |
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How to Scheduled Units to a Contact’s Dashboard
Click on Contact tab in the side menu. Click on Search in the Side Menu. Enter at least one of the following options into the relevant search box: Given Name Surname Home Institution Status Contact Role
Click on the Search Contact button. To filter the list of contacts, in the search box above the list of contacts, start typing the contact’s first or given name. This will return a list of contacts that meet the searched criteria 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. Scroll Down to Edit Contact details section Scroll down to the Add contacts Role for Scheduled Units section. To search for a Scheduled Unit enter at least one of the following options into the relevant search box: Unit Code Unit Name Unit Provider Unit Keywords Unit status
Click on the Search Scheduled Unit Button. This will return a list of units that meet the searched criteria Click on the Select the role drop box on the right-hand side of the required unit. 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. Click the Add Role to Schedule Units button to complete the process.
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| title | 10. How to Add a Photo to a Contact Staff Record |
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How to a Photo to a Contact Staff Record
NOTE This method assumes that you have already taken the photo and it is stored in your computer, has been edited and is in a JPEG format. Click on Contact tab in the side menu. Click on Search in the Side Menu. Enter at least one of the following options into the relevant search box: Given Name Surname Home Institution Status Contact Role
Click on the Search Contact button. To filter the list of contacts, in the search box above the list of contacts, start typing the contact’s first or given name. This will return a list of contacts that meet the searched criteria 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. Scroll Down to the Other Details section Locate the picture file and click on the Choose file button Navigate to where the photo is stored and click the Open button. Click the Save Contact button
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| title | 11. How to Add or Delete Roles to a Contact Record. |
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How to or Roles to a Contact Record
NOTE: Roles are different from permission levels. Roles are jobs the user does within the institution. Certain roles will add the contacts' names to lists and signatures to some of the reports/letters/documents pre-configured in your Paradigm. 1. Load the Contact’s record, refer to the above workflow: Search for a Contact Record. 2. With the Contact record loaded in the system, go to the ASSIGNED ROLES FOR CONTACT section. To Add a Role: Click the drop-down list of contact roles, select the required role, and; Click the ASSIGN ROLE button. The newly added role will now be displayed on top.  Image AddedRepeat the same steps to add another role to the Contact record. To Remove a Role: Under the ASSIGNED ROLES FOR CONTACT section, click the DELETE button (bin icon) against the role that you want to be removed from the Contact’s record. Click OK to confirm your action. Image Added Image AddedRepeat the same steps to delete/remove another role from the Contact record. back to top |
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| title | 12. How to Add or Edit Attachment for a Contact Record |
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How to or Attachment for a Contact Record
Load the contact record or refer to the section above "How To Search for a Contact / User record". Once the contact record has been loaded, scroll to the bottom of the page When editing an existing File Attachment record, click the pencil icon that appears toward the right edge of the screen, and move to step 5. When adding a completely new File Attachment record, click the Add File Attachment button Click on the Purpose dropbox and choose the option that represents the purpose of this attachment. In the Name field, type in the name that we will use to refer to this attachment, such as Signature when the attachment and other details relate to an authorised signature that will appear on the templates. The Description field could contain for example, the name of the current Registrar or Dean and that name will appear on the templates. Immediately on the next line in the Description field under the name, add the official position title of the person whose signature will appear on the templates. If the position title is not needed on the templates, it does not have to be included here. The Status field should be set as Published. The Permission Level field should be set to the lowest permission level that is to be allowed access to read or open the file, such as Staff. It is recommended not to set it to the Student level for security reasons. It is not necessary to upload an image file in the file attachment record, but if the file contains an image of the signature of the person who represents the provider, the image should be set to have a transparent background. The transparent background allows for the signature to appear on the template without obscuring any background image that also printed. The image file should be an image file, which is not a document file such as a .docx or .pdf file. Click the Browse button and select the file from your local computer that contains the image. When the details above have been completed, click the Save File Attachment button. Once these details have been added or updated, you are then able to update these details as you please, and the new details will be immediately updated across all report and letter templates that are currently configured to use them.
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Related Pages
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| excerptType | simple |
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| cql | label in ( "contact" , "password" , "staff" , "user" ) |
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