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Create New or Edit a Person Name

If a student, staff, or volunteer name changes, you can change it after a record has been created.

Your choices are to create a new name or edit the existing name.

  • Create a new name if the person is going by another name. This will add a new row to the Personal Data History, which is important to keep in the historical record of the student.
  • Edit a name if you're correcting a spelling typo, adding a nickname or making some other minor change. The date in the name row will be updated to the current date.

Create a new person name

Video: Add, Edit Student Contact Details (4:32) (based on Teacher level login)

  1. On the Students tab, select the desired student.
  2. On the Student>Info subtab, click the New Name button.
  3. Select the date the new name went into effect. 
  4. Enter the new student name. Type over all parts of the name you want to keep (even if they will remain the same).

    170822_Info_edit_student_name.png
  5. Click the Save button.

Edit a person name

  1. On the Students tab, select the desired student.
  2. On the Student>Info subtab, click the pencil in the row with the student name.
  3. In the edit screen that appears, update any details.
  4. Click the Save button. 

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