Linking Student Records to Guardian Records (Creating the Student <-> Guardian Link)

The 'Student <-> Guardian' Record determines:

• which Guardian Records display for a selected student in the SIP.
• which Guardians are flagged for correspondence.
• which Guardians are flagged for SEQTA Engage access.

Externally Managed: Created by the Sync Process

The Student <-> Guardian Records, for schools with an external Administration system are created by the sync process. The flags for correspondence are are detriment by the sync rule.

Internally Managed: Created and managed directly in SEQTA

The Student <-> Guardian record links the guardian record to the student record via the guardian's 'code' (see image below). 

1. Go to the Administration Workspace > Data Management.
2. If the guardian 'Code' is not known, select 'Guardians' on the left hand side. Use the search box to find the Guardian record, and note the 'Code'. Click 'Cancel' in the bottom-left corner of the edit pane.
3. Select the component 'Student <-> Guardian' on the left-hand side.
4. Select 'Add Record' from the toolbar. Alternately, use the search box to view or edit an existing record (If the sync is enabled, changes made in SEQTA will be overwritten).
5. Make any adjustments required.
6. Click 'Save'.
   

   Field name	Definition	Example
   Student	The student's name	Doe, Jane
   Guardian	Guardian name	Mr Joe Blake
   Guardian type	Type of contact (i.e. Residential, Mother, Father or Postal)	Father
   Priority	Where the contact record will appear in the list in the SIP	0
   Enable emails (correspondence flag)	Flag for email	Tick to enable
   Enable SMS'es (correspondence flag)	Flag for SMS	Tick to enable
   Enable mail(correspondence flag)	Flag for mail (postal)	Tick to enable
   Custody information	Not used anymore. Custody information should be entered in the student record, under 'NOTES'.
   Access in SEQTA Engage (correspondence flag)	Flag for SEQTA Engage	Tick to enable