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

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

Search Contact record field over view

Minimum required fields to create a contact record

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.

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

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.

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

How to Search for a Contact / User 

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 Contact 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 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.

How to Create / Add a new Contact / User to Paradigm

When creating a new contact there are 6 parts to creating an operationally viable new contact record:

• Creating the contact record
• Adding Roles to the Contact record
• Adding Security group to the contact record
• Creating a login for the contact
• Enabling the login
• Sending detail to the user

Please ensure that the contact doesn't already exist prior to creating a new contact record

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 Button.

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

1. 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.
2. 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.
3. 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.
4. 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.
5. 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.

How to Add  / Reset a Users Password

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 Contact button
5. To filter the list of contacts, in the search 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 password 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.

How to Print Staff Cards

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 Contact button
5. To filter the list of contacts, in the search 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 card button. (A template for the card must be established prior to this function being available. This can be requested via the Silverband Help desk. )

   
   

Adding  / Associating staff to scheduled units

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 Contact button.
5. To filter the list of contacts, in the search 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 Unit 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 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.
    
    

How to Remove / Suspend Access for Contact / Users

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

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 Contact button
5. To filter the list of contacts, in the search 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  Button
12. Click on the Login option in the Side Menu
13. Click on the Disable User Login  button
14. Ensure that the Enable option within the Activate User login section appears as N 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 Contact button
5. To filter the list of contacts, in the search 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. 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 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 Contact button.
5. To filter the list of contacts, in the search 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 Unit 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 button to complete the process.