There are 4 tabs on the Student Details page:
Student Details | displays information relating to the student themselves |
Contacts | displays the details of the student’s contacts |
Comments | allows you to enter your own free form notes about the student as well a section for notes on their medical information |
Accounts |
Displays information specifically about discounts that apply, if applicable, as well as free form information about the student’s account and account status. |
The Student Details Tab
Changes about the student including their status and which ensembles and instruments they are involved with are updated on this tab of the Student Details page.
Status Field:
All Students that have been participated in the music program at some point in the year are displayed in the Student list. Their current status is displayed and can be changed in the Status field.
Ensemble Table:
Lists all the ensembles that a
student belongs to.
You may add a student to a new ensemble through this
screen, by clicking on the Add button. You will then
be required to specify which ensemble the student is joining, which instrument
they are playing and their tutor (optional).
You can remove a student from an ensemble selecting the ensemble row and clicking on the Delete button.
The Contacts Tab
The student's contact details are all maintained on this tab.
All emails are always sent to the Primary Contact and if there is a Second Contact, there is an option to select if the 2nd contact receives the email as well by ticking the 'Send Emails' option under the second contact's details.
If you run a parent roster during the term that parents supervise rehearsals, the primary contact is always automatically assigned a roster spot. If a parent is not to be rostered on to the duty, you have the option to remove them from the roster by ticking the 'Do Not Roster' option under the primary contact's details. If at anytime you want to roster the parent back on, you can untick this option and the next roster that gets created, the parent will be assigned a spot.
The default setting of the system is to send emails to the primary
contact only and not to the second contact. If the second contact does wish to
receive emails from the School Music Program, then check the box
at the bottom of the
Second Contact section.
The Comments Tab
The comments tab is for any medical or general comments that you would like to keep about a student.
The Accounts Tab
The Accounts Tab displays information relating to discounts applied to a student’s account as well as free form comments that would affect amounts invoiced to a student, for example “Did not attend band camp.Information displayed on this tab of a Student’s details is included in a summarized report for all students who have a discount or account comment. This report is accessed from the Accounts section of the system.