Fix the Nickname Field
- Go to Core > People Finder and enter the name of the new student to search for them. Click on the student when they come up in the search results.
- If the student's first name is repeated in "quotes" at the top (e.g. Elvis "Elvis" Presley), then proceed to fix it. If not, skip to Fix the Address Field below.
- Click on the Contact Card tab
- Under General Information, click Edit
- Delete the Preferred Name
Fix the Address Field
- Go to Core > People Finder and enter the name of the new student to search for them. Click on the student when they come up in the search results.
- If the address is in ALL CAPS, proceed to the next step. If not, skip to Add Enrollment Records below.
- Click on the Contact Card tab
- Under Address, find the Home address and click Edit
- Next to the current Address, type the address in again with regular capitalization
- Make absolutely sure that it is correct, then delete the one in ALL CAPS
- Repeat with the current City (and any other field that might be in ALL CAPS)
- Make sure you know what State the address is in (Save out if you need to)
- Then set the Country to United States (if this person is not yet living in the United States, you could probably leave this blank for now, they will probably need an address change soon anyway)
- Then set the State
- If the student has multiple addresses (e.g. Home 2) with this problem, fix them all
Add the Enrollment Records through Graduation
- Go to Core > People Finder and enter the name of the new student to search for them. Click on the student when they come up in the search results.
- Under the tab for Access, there is a section called Personas and below that it says Student. Click on the pencil icon, to the left of Student.
- Select Edit School Enrollment
- Click +Add another enrollment
- Fill in the school year (increment by one year), school level (Middle School or High School), and grade for the student
- Repeat this, adding enrollment records, until the student is enrolled all the way through 12th grade
Connect to Blackbaud ID
- This part can only be done after the username, hostname, and email address have been imported into SIS. Check with someone to see if this is done before proceeding. If it is done, proceed...
- Go to Core > People Finder and enter the name of the new student to search for them. Click on the student when they come up in the search results.
- Under Access, click on Connect to Blackbaud ID
- Under Would you like to send an email invitation? make sure it that No is checked (it should be the default)
- Click Save
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