In your system, you can use "groups" to perform the following school activities:
- Print class rosters
- Organize/ Email Teachers
- Email parents of students
- Add classes/ students to events
The initial school/ education set-up will require you to create classes (e.g. groups) and assign this group to all students in each class.
First, check your database to see what groups already exist. Go to: Contacts/ Manage Groups. Review this list for classes. Disable or delete any jManage out-of-the-box groups you longer want to use (see links to the right of group to disable or delete group). Next, create new groups and assign students to each group. You may already have these classes (groups) in your system from your previous system data import. If so, wonderful! Go to step 2. If not, you'll need to hand create these groups. You have two options for getting this done:
OPTION A: Hand-Add Group and Group Contacts
Click Contacts/ New Group. Title the group (Examples: "School - Class ABC" or "Grade 1"). Click Save. Now add contacts to the group by searching for the contacts and clicking in the actions select bar "add to group".
OPTION B: Create Group based on Adv. Search Criteria
Click Search/Advanced Search. Find demographics data set. Enter in Date of Birth date range for a grade (example, year range for students who are 6 years old). Click Search. From results, you should have a group of students who are eligible for Grade 1, using our example. Select all or the students who are registered form the results list. From the actions select bar, choose "add contacts to group". Click Go. Click the option to "create new group". Title the group (example: School - Grade 1). Click Save.
Repeat this step for the remaining classes/ grades.
Now, make sure all of your students have the correct relationships with their parents and siblings. To do this, search on all the classes at once. Go to Search/Advanced Search. From the groups select bar, select one or more of the classes you've created in step 1. Click search. From the search results, click on the first contact's name. On their contact record, click on the 'relationships' tab. Make sure they have correct permissions (e.g. a star(*) next to the relationship "Child Of" for each of their parents). When done reviewing that student, click the Next>> button at the upper right of the screen to move on to the next student.
Lastly, you'll need to create groups for the teachers, just as you did for the students. To do this, use option A from step 1:
OPTION A: Hand-Add Teacher Group(s) and Teacher to each Group
Click Contacts/New Group. Title the group (Example: "Grade 1 - Teacher"). Click Save. Now search your database and find your teacher's contact record. Click on their "groups" tab. From the select bar, add the teacher to the new group.
Continue to create "teacher" groups and add the correct teachers/ volunteers to your groups.