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Person name: edit or create new

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

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

  • 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 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 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.

Create a new person name

  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.

 

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