MIS
Overview
This article explains how to add a contact to a staff record in Juniper MIS. The contact can be either new or existing. After adding a contact, you may want to add more details about the contact that have not been initially captured (for further information, see MIS: How do I edit / update a contact's details from a staff record? or MIS: How do I edit / update a contact's details?).
If you want to add a contact without assigning them to a member of staff, see MIS: How do I add a contact?
Instructions
Follow these steps to add a contact to a staff record:
- Select Staff.
- Select All Staff.
- Find the member of staff you want to add a contact to (use the search bar or filters to speed up this process as appropriate):
- Select the staff member's name to open their record:
- From the staff record, select the Contacts tab:
- From the Contacts tab, select Add New:
- From Create New Contact, either:
- Select an existing contact (Link Existing Contact), then continue to Step 8.
- Or, complete the contact details:
- Enter the contact's Forename.
- Enter the contact's Surname.
- Optionally, enter the contact's telephone number (Phone), email address (Email), first line of address (Address Line) and Postcode.
- Select a Relationship:
As appropriate, check Emergency Contact:
- Select Save.
Outcome
The contact is assigned to the pupil. Where a new contact has been entered, their details are saved in the MIS. You are returned to the Contacts tab where the new contact is listed:
To add further details about the contact you have added, see MIS: How do I edit / update a contact's details from a staff record? or MIS: How do I edit / update a contact's details?.
You can reorder the order in which contacts are contacted, by selecting Reorder, then use the up and down arrows to reorder the list,before you Save it.
Related information
- MIS: How do I edit / update a contact's details from a staff record?
- MIS: How do I edit / update a contact's details?
- MIS: How do I add a contact?