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Locating a Student Record 2d and locating a student record ribbon screenshots

 

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Overview

Student Record Maintenance will assist you with locating a student

. Additionally, you may add, edit, and merge student records; however, these actions should typically be performed in

and viewing their student record information. Any updates of student records must be done through your Student Information System (SIS) file

as nightly syncs will override any changes. 

The Student Lookup window displays the following information:

  • Student Number
  • First Name
  • Middle Initial
  • Last Name
  • Suffix
  • Current Application #
  • App Process Date
  • Grade
  • School
  • SIS Data
  • Birthdate
  • Student SSN
  • Is DC
  • Verification
  • Inactive
  • Phone 1
  • Phone 2
  • Address

 

Table of Contents


Locating a Student Record

View Record Details AnchorLocateLocateLocating a Student Record
  • School - Choose a school from the drop-down menu to filter the search by school.
  • Include Inactive - Includes inactive students in the search.
  • Demographic - Searches for demographic data in a student record such as address, street name, street number, unit number, unit type (apt, ste), phone 1, phone 2, fax, email, and head of household name.

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    AnchorViewingRecordDetailsViewingRecordDetailsViewing Record Details

     

    Close - Closes the current record tab.
    1. From the Home tab, select Student Lookup.

    2. Enter the Search data in the Filter and Search section. Select Refresh or hit the <Enter> key to begin the search.
      Select the ellipsis icon next to the Application ID field to search for Students.


  • Name - Student's name (First, Last, or any portion)

    Tip

    You may enter a full or partial name to complete a search. The more complete the name, the fewer the results. (e.g. Tyzea Smith, Ty Smith, T Smith)

    Complete name may be entered as First Last or Last,First. (e.g. John Doe, Doe, John)

    Students with (Paternal) Surname-(Maternal) Surname or any variation thereof will appear in the search results when entering all or part of the multiple last name. (e.g. Cruz-Perez, Cruz Perez, Cruz, Perez)

  • Student # - Student's ID number
  • SIS Data - Student Information System Data
  • Expand
    titleApplication ID - Select the ellipsis icon next to the field to open the Application Search window.

    The application can be located using Application ID, Delivery Bag ID, Reference Number, Batch Code, From School, or Email Address searches.

    Info
    titleEmail Address Search

    The Email Address search will search for email addresses listed on an application. This differs from conducting a Demographic email address search in the main Student Lookup screen, which searches for results in the student records. 

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    Viewing Record Details

    Info

    Student Record details may only be viewed. Any changes to the student's record (Student Number, SIS Key, SIS Data, School, etc.) should be made in the imported Student Information System (SIS) file.

    1. From the Home tab, select Student Lookup.

    2. Search for the Student using the procedure found in Locating a Student Record.

    3. Select the student's name from the list and click View or double-click on the student's name.

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    4. View student record details. When you are done, click Close or the X in the View Student tab.

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