Managing Students

Your main screen will list all students in the process of becoming ordained. These are not duplciated contacts but connected with contacts from your main contact listing.

When adding a student, you should search for an existing contact first before you add a new contact to prevent duplicates.

Legend

View Student Page

Edit Student Information

Add a Class

Archive Student

Send User Invite Email

The Student Page

This page is designed to be the "Virtual" folder of the student. Anythign and everythign lives here about this student.

This page can also be accessed by your Board of Ministry during interviews to view infromation, add notes, and more.

Export File

On your student page, you can click "Export" to generate a PDF printout of the student page as needed.

Notes

Each note has an option to show the note to the student or not. This is helpful for internal, admin notes that are not meant for the student record.

Any file or form connected as a Min. Studies form will automatically embed on the student page here with a PDF copy of their submission.

Completed Classes

Based on their method of study, you can add or remove classes from the record.

If you receive an error when trying to add a class, please check two things

1. There is an assigned Method of Study for the student

2. There are no duplicates of the student in the All Students view or the Archive

Credential Board Action Note

When a Credential Board Action Note is specified on the Student Profile, a callout banner will show up with that message. This is desigend to draw attention to specific thigns when reviewing a studnets profile. Helpful for renewal status, items needed, and more.

This item is displayed on the Student's Page View in addition to yours.

Transferring a Student

Under Actions on teh student page, you can transfer a student. This will ask for the District the student is being transfered to as well as mark the student as transferd and automatically Archive the student record.

You can choose to send a transfer report to the district the student is transfering to. This will send the specified person an email with a PDF of the student profile, an excel file of their registered classes, and a link for Toolbox Subscribers to import the student record into their Toolbox for seemless transfer of records.

When a record is beign transfered in, you will review their classes and match each class to your own Method of Study.

Mentors

You can assign mentors to each student. Populate the Mentor list under Mentors and then assign students to each mentor. This is connected to your Contact system.

If you need to add a new contact, select "Add New Contact".

Be sure to search for your mentor's name first before adding a new contact to prevent duplicate contacts.