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Overview

Objective

Upon completion of this KB the User will be able to search for Users / Contacts 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


Field nameBrief Overview
SuburbThe Suburb listed in the address details for the Contact / User
PostcodeThe Postcode listed in the address details for the Contact / User
Given NamesFirst / Given Name of the contact / User
Family NameSurname / Family name of the Contact / User
Home InstitutionTo which institution does the user work for/ report to

Status

  • Active
  • Alumni
  • Applied
  • Archived
  • Deceased
  • Deleted
  • Discontinued
  • Inactive
  • On Leave
  • Prospective
  • Suspended
Order By
  • First Name
  • Last Name
  • Status Id
  • Last Modified Date
Contact Role
  • Contact
  • Fellow
  • Advisor
  • Examiner
  • College Member
  • Postgraduate Board
  • Executive
  • Honoury Doctorate
  • Undergraduate Board
  • FAC Contact
  • Ministry Studies Board
  • HREC
  • Manager
  • Senior Academic
  • Academic Staff
  • Lecturer Casual
  • Registrars Department
  • Accounts Department
  • Staff
  • Board member
  • Academic Board Member
  • Advisory Committee Member
  • Inquiry
  • Supplier
  • VIP
  • Alumnus
  • Concerts
  • Parent / Guardian
  • Contractor / Consultant
  • Career Advisor
  • Government
  • Academic Board
  • IT
  • Mentor
  • Supervisor
  • Reception
  • Library
  • Assessment
  • AVETMISS Contact
  • Enrolment Message Contact
  • Registrar
  • HEIMS Contact
  • Student
  • Lecturer
  • Admin
  • Sales
  • Course Coordinator
  • WE Primary Supervisor
  • WE Secondary Supervisor
  • WE Coordinator
  • Head of School
  • TA / Tutor
  • Receipter
  • Newsletter Subscriber

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.


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.


Further reading

How to Add / Create a Contact / User record

How to Edit a Contact / User Record

Security Levels


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