Student creation windows

The Contact Name details window is displayed first. Enter primary contact name for the student. The primary contact person can be an individual, a company or an individual at a company address (personal company). The fields on the Personal and the Personal Company Contact Name windows are identical.


Example of a name details window for a personal or personal company. The Create New Student window is identical to the Create New Community Member window.	Example of a name details window for a company. The Create New Student window is identical to the Create New Community Member window.

Enter the primary contact name details for the student. If the information you enter matches one or more members of the community database, Synergetic displays a window showing possible matches.
New contacts can be Personal, Company or Personal Company. Select the appropriate radio button at the top of this window. The data input windows that follow depend on your choice of record type:

Personal is for an individual person or couple.
Company is for a company where the company is the primary contact. For example:Jackson HoldingsAttn: Mr John Roberts
Personal Company is for a company where a person is the primary contact. For example:Mrs Anne JohnsonSalbut Enterprises

If you select Company, the windows that follow are similar but do not require any individual personal information.
The following windows are displayed after the name details window, depending on the selections made:

Spouse details, if applicable. See Spouse Name window in the Community manual.
Address details. See Address window in the Community manual.
Note: You can enable the Quick Address System (QAS) to display matching address records as you type into address fields. See Configuring address validation in the System maintenance manual.

Note: You can use the optional Rapid Addressing Tool to match addresses with the Australia Post barcode database. See Maintaining postal addresses in the System maintenance manual.

Couple relationship. See Couple relationship window in the Community manual.
Contact's phone and occupation details. See Phone/Occupation window in the Community manual.
Spouse's phone and occupation details, if applicable. See Phone/Occupation window in the Community manual.
Student details. See Create New Student - Student Name window.
Establish relationships. See Create New Student - Establish Relationships window.
School. See Create New Student - School window.

Create New Student - Contact Name window key fields (Personal)

Field	Description
Contact ID Use Existing ID	Contact's Synergetic ID number. If the student already exists, select the Use Existing ID field and enter the student's Synergetic ID.
Title	Contact's title.
Surname	Contact's surname.
Any	Select the Any field to search for community members by: surname previous surname maiden name override legal surname.
Given 1	Contact's given name.
Preferred	Contact's preferred name. This field is automatically completed with the primary contact's given name. You may type another name if required. For example, if the primary contact's given name is Stephen, you could type Steve.
Other Given	Contact's other given names.
Gender	Contact's gender. This field is automatically completed when you select the primary contact's title. Note: For gender neutral titles the gender must be selected. For example, Dr. Note: You can define the list of genders used at your organisation using the luGender lookup table. See luGender lookup table. Note: The following window is displayed when there is a gender mismatch between the Title field and Gender field.
Date of Birth	Contact's date of birth.
Mail format	Address format for the community member. For example, whether their initials should be used, or an ampersand instead of 'and'.
Contact is Student	Either: select the field if the contact is also the student clear the field if not. If the field is selected, the ParentFlag configuration setting determines whether either the: @PC constituency (Current Parent) @SCOC constituency (Current Student Other Contact) is added to the student. See ParentFlag configuration setting in the System maintenance manual.

Create New Student - Contact Name key fields (Company)

Field	Description
ID	Contact's Synergetic ID number.
Use existing ID	If you know the Synergetic ID of an existing community member, select this field and enter the ID into the ID field. The details of the company are retrieved from the community database.
Occupation Description	Description of the company's main business. For example 'Garden Maintenance'.
Company	Company name.
Attention	Name of recipient within the company if required.