Medical Maintenance - Contacts tab

Use the Contacts tab to view and maintain contact details for primary and additional contacts, particularly parents. You can add as many contacts to the student record as necessary.

Note:
The Medical Maintenance - Contacts tab is identical to the Contacts tab in Current Student Maintenance. See Current Student Maintenance - Contacts tab in the Current students manual.


Note:
Emergency contacts and debtors are not necessarily contacts.


SC1 contact

The SC1 contact is the person or couple most important to the student, usually one or both of the student's natural parents. Synergetic uses the SC1 contact to create a family structure, which is displayed on the Siblings tab. All students who share the same SC1 contact are shown on the Siblings tab. See SES (Socioeconomic status) parent extraction settings in the System maintenance manual.

Note:
Synergetic requires every student to have an SC1 contact. If a student does not have an SC1 contact you will receive the following error message upon closing the window.



If Primary is not selected, creating an SC contact who is:

  • a parent adds the SC contact and their partner to the @PC constituency
  • not a parent, adds the SC contact and their partner to the @SCOC (student contact other contact) constituency.

Note: If Primary is selected, only the primary contact is added to a constituency. That is, if the student's contact has a spouse, the spouse does not receive the @PC or @SCOC constituency.

Creating an emergency contact adds the contact to the @SCEC constituency. See Community Maintenance - Constits tab in the Community manual.

 Opening the Contacts tab

To open the Contacts tab:

  1. Open the Medical tab from one of the following maintenance windows:
     Current Student Maintenance. See Current Student Maintenance - Medical tab in the Current students manual.
    • Future Student Maintenance. See Future Student Maintenance - Medical tab in the Future students manual.
    • Past Student Maintenance. See Past Student Maintenance - Medical tab in the Past students manual.
    • Staff Maintenance. See Staff Maintenance - Medical tab in the Human resources manual.
  2. Click .
    The Summary tab of the Medical Maintenance window is displayed.
  3. Click the Contacts tab.
    The Contacts tab of the Medical Maintenance window is displayed.


Medical Maintenance - Contacts tab key fields and buttons

Grid area fields
Also refer to the Contact Details area for details of how to maintain these fields.

Field

Description

Type

Type of contact. Typical values include:

  • SC1, SC2 and so on
  • SE1, SE2 and so on.

Note: Normally the SC1 contact is a parent of the students, even if the child does not live with the parent; this is because the SC1 contact is used to determine family position and sibling discounts.

Contact Description

Description of the contact. Values include:

  • Contact 1, Contact 2 and so on
  • Emergency Contact 1, Emergency Contact 2 and so on.

Note: If a contact has more than one type of relationship with the student, each relationship is shown as a separate entry.

Contact Name

Contact's name.

Lives With

Select if the student lives with the contact.

Note:
In cases of shared custody, more than one contact can have the Lives With flag set. The first listed Lives With contact is used when extracting information from Synergetic for surveys that require a single address for a student (for example, DEST survey).

Parent

Select if the contact is a parent.

Note:
The parent contact is the person who is the parent from your organisation's perspective, not necessarily the natural parent. For example, if both parents are deceased and the uncle has custody and is as involved as a natural parent would be, then the uncle should be selected as the parent.


Selecting this flag adds the contact to the @PC (parent) constituency. They become a member of the @SCOC constituency if not selected.

Mail

Select if the contact wants to receive mail from your organisation regarding this student.

Reports

Select if the contact wants to receive reports for this student.

Primary

Select if addressing this person only and not their spouse.

Note:
Use to suppress communication with a partner if they are not relevant from your organisation's perspective for this student. For example, a de-facto partner or non-natural parents.

ID

Synergetic ID of the community member.

Fields

Field

Description

Ph BH

Phone number during business hours for the selected:

  • contact
  • spouse, if applicable.

Default Mob

Default mobile phone number for the selected:

  • contact
  • spouse, if applicable.

Fax BH

Facsimile number during business hours for the selected:

  • contact
  • spouse, if applicable.

Email

Email address for the selected:

  • contact
  • spouse, if applicable.

Mailing Address

Mailing address for both the contact and their spouse.

Ph AH

Phone number after business hours.

AH Alt

Alternative phone number after business hours.

Fax AH

Facsimile number after business hours.


Buttons

Button

Description

Launch the Community Maintenance window for the selected contact.

Tip:
Click
to refresh the information displayed after returning from Community Maintenance.

For example, you can update the student's address by selecting the contact the student lives with and updating the address. See Community Maintenance - Home Address tab in the Community manual.

Add a new contact for the student. See Adding new contacts (Current students).

Delete the selected contact.

Send an email. See Sending emails in the Introduction manual.

Compose a letter. See Composing letters with Microsoft Word in the Introduction manual.

Copy the address details of the selected record to the Windows clipboard.
Go to the Microsoft Windows application you are using and paste the address details into the document you are editing.