Profiles

 

Profiles in SchoolSpeak are used to store contact information for the member - student, parent, admin and other. There are two kinds of fields on a profile - standard fields and custom fields. Each is described in more detail below. There are so many kinds of fields that schools may need. Fields have properties that allow schools to determine how they should work in the application. They maybe visible to users or may be hidden from a user but visible to administrators. Once SchoolSpeak is implemented,  schools do not have to send out Emergency contact cards or contact information pages. This information is stored in SchoolSpeak.

Profile Updates

The question - how do I get parents to update their family profiles is one of the most commonly asked by SchoolSpeak Administrators. Admins can request a profile update from the parents when they log in. SchoolSpeak Support usually recommends requesting an update at least once a year at the beginning of the year but schools may ask for one at any time, especially during the new school year registration process.

Sample profiles:

Student 1

Student 2

Parent

Staff

1.Click Admin

2.Click Configure System

3. Click on Custom Messages

4. Scroll to the end of the page and locate profile update section. 

      Click next to the date field and enter a date

      Go to the next section for I will update later and choose Do not show.

5. Click Update  

 

 

Standard fields or system fields  are common on all profiles regardless of member type and include  include items such as User Name, Address, Email and Phone Number. Administrators may opt to remove/include fields or may make certain standard fields required based on the member type. For example, schools that would like to text parents may make the mobile number and mobile carrier on the parent profile mandatory. In contrast, some schools would like to remove the work number field from the student profile. 

 

To make any modifications to the standard fields -

1. Find a profile with the correct member type. In our example to remove the work number from a student profile - choose any student's profile. An easy way to do this is to use a member list and find a member.

2. Click on Edit profile fields in the upper right corner

3. Click on Configure standard fields in upper right corner 

4. You may now modify the fields that will appear on that member type profile or make the fields mandatory. 

 

Custom Field s are fields that schools may opt to include within a profile based on a member type. For students, schools may want to include:

Emergency contacts

Medical information

Special services

Demographic information

 

To edit a custom field:

Go to any profile page

Click 'Edit Profile Fields'

Select the member type the field applies to (ie: parent, student)

Select the section of the profile the field is in (if applicable)

Click 'Edit' next to the field name

Make changes as needed and click to Update

Fields can be moved up and down within the section using the arrows next to the 'Edit' button

Sections can be moved by clicking 'Edit Sections' 

 

To add a new custom field, please contact SchoolSpeak support with the names/options that you would like to include. Once the field has been added administrators may edit the field properties including making the field mandatory, hiding the field from users or setting view/edit permissions on the field.