Current Student Maintenance - Relations bar

Use the Relations bar to:

list family relationships
list the constituencies of the relations
list the contact details of the relations
email relations.

Note: Relationships represent how one member of the community relates to another. For example, a mother-daughter relationship. Constituencies define how community members relate to your organisation. For example, whether the community member is a student, staff member or debtor. Constituencies can be system or user-defined.

Opening the Relations bar

To open the Relations bar:

Select Students > Student Maintenance from the SynWeb main menu.
The Set Current Search Criteria window is displayed.
Search for the student. See Searching for students.
The first student's record is displayed on the Current Student Maintenance window. One bar is expanded depending on your last session or earlier selection.
Scroll down to the Relations bar, if required.
Click the Relations bar.

Tip: You can click anywhere on the bar to open it.

The Relations bar of the Current Student Maintenance window is expanded.

Current Student Maintenance - Relations bar key fields, links and buttons
Grid area
The grid area consists of:

key fields for each of the student's relations
command links that allows the relation to be emailed from the student's list.

Grid area fields

Field	Description
ID	Synergetic ID of the relation.
Relation	Relationship from the perspective of the student. Note: You can define the relationship between male, female, and other gendered community members using the RevRelationshipMale, RevRelationshipFemale, and RevRelationshipOther fields of the luRelationship lookup table. See luRelationship lookup table in the Synergetic System Maintenance manual.
Constituencies	Constituencies that the relation belongs to. Constituencies that are displayed in: UPPERCASE are Synergetic constituencies. For example, the @DEB constituency is displayed as DEB (debtor). lowercase are user-defined constituencies. For example, the counc (school council) user-defined constituency is displayed as counc.
Use SMS	Option for sending SMS (short message service) text messages.
	Selection	Description
	Blank	Not selected.
	Default	Send SMS messages to the relation's default mobile phone.
	No	No SMS messages are to be sent.
	Occupation	Send SMS messages to the relation's occupation mobile phone.
	Personal	Send SMS messages to the relation's personal mobile phone.
Use Email	Option for sending emails.
	Selection	Description
	Blank	Not selected.
	Default	Send emails to the relation's default email address.
	No -	No emails are to be sent.
	Occupation	Send emails to the relation's occupation email address.
	Personal	Send emails to the relation's personal email address.
Portal Approval	Whether the selected relation is approved to: fill out the community member's excursion permission forms on the Community Portal access and update the community member's My Details information on the Community Portal. Key points regarding portal approval Current students are always approvers for themselves Current students are always approvers for their spouses (if they have one) Relations can be set as approvers for current students using the Portal Approval field When the Portal Approval field is blank the approvers are: - Contacts with the Parent flag selected - Contacts whose ID is used as the contact. See Current Student Maintenance - Contacts bar. Tip: You can set current students as approvers for community members using the Relations bar of Community Maintenance. See Community Maintenance - Relations bar.

Buttons

Button	Description
	Add a new relation. See Adding new relations.
	Launch the Relationship window to edit details of the selected relationship.
	Delete the selected relation.

Common fields

Field

Description

Search Filter

The Search Filter field is located at the top of the Student Selector. This field can be used to filter students by any of the information displayed in the Student Selector.
For example to filter students by name simply type either the student's:

last name
first name
last name then first name separated by a comma.
To filter students by year level simply type the student's year level in the Search Filter field.

Common buttons

Button	Description
	Create a new student. See Creating new students.
	Delete the selected student. See Deleting a current student.
	Display the Current Student Maintenance Search Criteria window. You can update the search criteria and search for new students. See Searching for students.
	Customise how the bars are displayed. See Customising navigation bars in the Introduction manual.
	Create a new task relating to the current student. See Managing tasks in the Introduction manual.
	Click to refresh information for the selected student.