Add Guardian - General

 

The user can upload a picture of the Guardian. Upload the Image by Left Clicking on the Browse button (Refer to Upload Guardian Image)

 

Note:  (a)   The following file types are supported

 

(i)      *.JPEG

(ii)      *.PNG

(iii)     *.GIF

 

(b)     The Image file size is limited to a maximum of 1 Mb.

 

Upload the Guardian Image by Left Clicking on the Browse button (Refer to Upload Guardian Image.)

The Surname is a Required field ().  The user needs to enter a Surname. Should the user not enter a Surname and attempts to Save () the information the system will give an indication  () that this is compulsory information.

 

The Full Name is a Required field ().  The user needs to enter a Full Name. Should the user not enter a Full Name  and attempts to Save () the information the system will give an indication  () that this is compulsory information.

 

The Preferred Name is a Required field ().  The user needs to enter a Preferred Name. Should the user not enter a Preferred Name  and attempts to Save () the information the system will give an indication  () that this is compulsory information.

 

 

Enter the Guardians Employers name.

 

The user selects the Title by Left Clicking on the Drop Down List Box (). When this is done a list of available Title's will be displayed.

 

Example : 

 

Select the applicable Title by Left Clicking on it in the list. Should the user want to enter a new  Title it is done by Left Clicking on the Add Button (). When this is done the Add Title Page will be displayed (Refer to Add Title).

The Initials is a Required field ().  The user needs to enter Initials. Should the user not enter Initials and attempts to Save () the information the system will give an indication  () that this is compulsory information.

 

The Birth Date is a Required field ().  The user needs to enter a Birth Date. Should the user not a enter Birth Date and attempts to Save () the information the system will give an indication  () that this is compulsory information.

 

 

Make use of the Date Picker to enter the Birth Date. The Date Picker is displayed by Left Clicking on the Drop Down Button (). When this is done the Date Picker will be displayed. Select the applicable date by Left Clicking on the date in the Calendar.

 

The user selects the Occupation by Left Clicking on the Drop Down List Box (). When this is done a list of available Occupation's will be displayed.

 

Example : 

 

Select the applicable Occupation by Left Clicking on it in the list. Should the user want to enter a new  Occupation it is done by Left Clicking on the Add Button (). When this is done the Add Occupation Page will be displayed (Refer to Add Occupation).

 

Should the Guardian that is being created, be the Account Holder, the account for the student can be created by Left Clicking on the Is Account Holder Check Box. When the Check Box is Checked () the Account Code will become a Required field (). Should the user create the Account on the Guardian Profile the Student Account will be created and all relevant Contact Detail will automatically be copied over to the Account Detail.

 

Note:  When the Student Profile is created the user can select the Guardian that is responsible for the Account.

                       When this is done the Account Holder information will automatically be populated on the Student Profile Page.

 

 

Should the Guardian that is being created, be the Head of the Family, the Family Information for the student can be created by Left Clicking on the Is Head of Family Check Box. Should the user create the Account on the Guardian Profile the Student Family Information will automatically be copied over to the Student Family  Detail when a New Student is created.

 

Note:  When the Student Profile is created the user can select the Guardian that is responsible for the Student.

                       When this is done the Family information will automatically be populated on the Student Profile Page.

 

Note:

Account Number is the number allocated to the Payer of the account. It is typically the main Guardian, but it may be that someone else (maybe a company) pays the account.

 

Thus, note must be taken that Account Number may be different from Family Code (next point below), but is under normal circumstances the same.

 

Tip:

When deciding on an Account Number for a Guardian, it has been Edupac's legacy rule of thumb to create the number as follows:

 

1.     Debtor's/Account Payer's accounts start with 3.

2.     Next four characters are the first 4 letters of the family's surname.

3.     Last two characters are 01, 02 etc.

4.     Example: The third family that is created with the surname Smith will get Account Number 3SMIT03.

 

Note:

The naming convention in the tip above is only a guideline. The format of an account number is a free format and may be any combination of characters.

 

The Account Code becomes is a  Required field () should the user have selected the Is Account Holer by Left Clicking on the Is Account Holder Check Box ().  The user needs to enter Initials. Should the user not enter Initials and attempts to Save () the information the system will give an indication  () that this is compulsory information.

 

 

Note:

Family Code is the number allocated to the Family of whom the Guardian is usually the head.

 

Thus, note must be taken that Family Code may be different from Account Number (previous point above), but is under normal circumstances the same.

 

Tip:

When deciding on an Family Code for a Family, it has been Edupac's legacy rule of thumb to create the number as follows:

 

1.     Family Number starts with 3.

2.     Next four characters are the first 4 letters of the family's surname.

3.     Last two characters are 01, 02 etc.

4.     Example: The third family that is created with the surname Smith will get Family Code 3SMIT03.

 

Note:

The naming convention in the tip above is only a guideline. The format of an account number is a free format and may be any combination of characters.

 

Should the User want the details to be Shared with the Customers this Check Box must be Checked. When this option is selected it will allow the user to update information on both the Guardian and Customer screens (When information is updated on the Customer screen the Guardian formation will automatically be updated and vise versa).

The Gender is a Required field ().  The user needs to enter a Gender. Should the user not enter a Gender and attempts to Save () the information the system will give an indication  () that this is compulsory information.

 

The user selects the Religion by Left Clicking on the Drop Down List Box (). When this is done a list of available Religions will be displayed.

 

Example : 

 

Select the applicable Religion by Left Clicking on it in the list. Should the user want to enter a new  Religion it is done by Left Clicking on the Add Button (). When this is done the Add Religion Page will be displayed (Refer to Add Religion).

 

Should this be applicable the user can enter a Maiden Name.

 

Should the Guardian be an Immigrant, Left Click the Check Box. When this is done a Check mark () will be displayed. The Check box can be unchecked by Left Clicking on the Check Box for a second time.

Should this be applicable the user can enter a Visa Type.

The Ethnic Group is a Required field ().  The user needs to enter an Ethnic Group. Should the user not enter an Ethnic Group and attempts to Save () the information the system will give an indication  () that this is compulsory information.

The user selects the Ethnic Group by Left Clicking on the Drop Down List Box (). When this is done a list of available Ethnic Groups will be displayed.

 

Example : 

 

Select the applicable Ethnic Group by Left Clicking on it in the list. Should the user want to enter a new Ethnic Group it is done by Left Clicking on the Add Button (). When this is done the Add Ethnic Group Page will be displayed (Refer to Add Ethnic Group).

The user selects the Marital Status by Left Clicking on the Drop Down List Box (). When this is done a list of available Marital Statuses will be displayed.

 

Example : 

 

Select the applicable Marital Status by Left Clicking on it in the list. Should the user want to enter a new Marital Status it is done by Left Clicking on the Add Button (). When this is done the Add Marital Status Page will be displayed (Refer to Add Marital Status).

 

Should this be applicable the user can enter an Immigration Date. Make use of the Date Picker to do this. The Date Picker is displayed by Left Clicking on the Drop Down Button (). When this is done the Date Picker will be displayed. Select the applicable date by Left Clicking on the date in the Calendar.

 

Should this be applicable the user can enter a Visa Expiry Date. Make use of the Date Picker to do this. The Date Picker is displayed by Left Clicking on the Drop Down Button (). When this is done the Date Picker will be displayed. Select the applicable date by Left Clicking on the date in the Calendar.

 

 

The Logs of SMS's that have sent to the specific Student is displayed.

 

 

The Logs of Emails that have sent to the specific Student is displayed.

 

When all information has been entered the Guardian is saved by Left Clicking on the Save Button (). Should the user want to Cancel the Add Action, Left Click on the Cancel Button ().