The Family Setup Wizard provides an easily accessible way to add and associate guardians with existing students.
The Family Setup Wizard can be accessed from:
the main toolbar by clicking on Families, then Family Setup Wizard
From any tab of the Student Folder (the Family Setup Wizard button is located along the top portion of the Student Folder).
From any tab of the Guardian Folder (the Family Setup Wizard button is located along the top portion of the Guardian Folder).
After selecting the Family Setup Wizard, select a student's name so that you can begin entering guardian information related to that student.
Type in the name information.
Click on the down arrow and select this guardian's marital status.
Click on male or female.
Enter the SSN if needed.
Click on the down arrow and select the appropriate guardian relation. You also need to determine the if this guardian is:
Primary Guardian - financially responsible for the account (only one primary guardian per student)
Permitted to Pickup - authorized to pick up student
Emergency Contact - contact in case of emergency. If this guardian is also allowed to pick up the student, ensure that you check off the 'permitted to pick up pick up' box as well.
A guardian can be 'checked off' for all 3 categories.
Enter all of the telephone numbers that are available to you. The area code will be filled in for you based on your Configuration Settings. It is not necessary to enter the '-' between telephone digits, as SchoolLeader will format the phone number for you. Immediately following each phone number, you can enter additional information such as an extension number or PIN. Spaces are not allowed in the description.
Enter the guardian's home address. If this is the primary guardian, then this address will be used for student mailings. It is not necessary to enter the home address information for 'secondary' guardians such as neighbors and friends.
Enter the guardian's work address. It is not necessary to enter the work address information for 'secondary' guardians such as neighbors and friends.
Once you are done with this guardian, you can click on:
'Save Guardian Relationship and Continue' to enter more guardians for this student
'Finished' to designate you are done. You can always come back to the Family Setup Wizard and enter more information at a later date.
Once a guardian's information is entered into SchoolLeader, you do not need to enter it again. For example, if you were creating guardians for siblings, use the Family Setup Wizard to enter the guardians for the first sibling. When entering the guardians for the second sibling, as soon as you type in the same parent's name, SchoolLeader is going to give you a warning that this guardian already exists.
Click YES if you want to use the existing guardian information. Click NO if you want SchoolLeader to create another guardian name Mary Smith (which could be possible if there are two separate Mary Smith guardians in your school).
SchoolLeader can only match first and last names as typed by the user. If a name is misspelled, then SchoolLeader will not find a matching name, and will create a second guardian.