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

 

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 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

 

Locating a Student Record
View Record Details

Locating a Student Record

  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.

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

      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)

    2. Student # - Student's ID number
    3. SIS Data - Student Information System Data
    4.  Application 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.

      Email 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. 


    5. School - Choose a school from the drop-down menu to filter the search by school.
    6. Include Inactive - Includes inactive students in the search.

    7. 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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Viewing Record Details

 

Close - Closes the current record tab.

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