MIS
Overview
This article explains how to add a new contact from All Contacts. Contacts can be added to pupils and staff members.
In the case of pupils, if you want to add a contact from their pupil record, see MIS: How do I add a contact to a pupil's record?
Instructions
Follow these steps to add a new contact:
- Select Contacts.
- Select All Contacts.
- Select Create:
- From New Contact - Step 1: Basic Details:
- Enter the contact's details. As a minimum, you must enter the contact's Surname and Forename.
- We would recommend also adding a mobile telephone number, email address and address for the contact.
- Select Next.
- From New Contact - Step 2: Relationships, optionally:
- Select a pupil or staff member that the contact is Related To.
- Add a Relation Type.
-
Check whether the contact has Parental Responsibility in the case of a pupil, is the Emergency Contact for the pupil / staff member, or has a Court Order Preventing Communication (in the case of a pupil).
If you select Court Order Preventing Communication, when using Comms Hub to communicate with parents of pupils, users will be prevented from selecting the contact.
- If the contact has relationships with multiple pupils / staff members, for each additional pupil / staff member:
- Select Add.
- Repeat Step 6.
- Select Save.
Outcome
The new contact is added to the MIS. A confirmation message is displayed confirming that it has been successfully created:
To make additional changes, see MIS: How do I edit / update a contact's details? and in the case of pupils, MIS: How do I edit / update a contact's details from a pupil record?
Related information
- MIS: How do I add a contact to a pupil's record?
- MIS: How do I edit / update a contact's details?
- MIS: How do I edit / update a contact's details from a pupil record?
Updated