Contact Details - Personnel

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About this page

This related item is used to capture all the available contact options for a person.

Menu path: RME > Personnel > Personnel (Search) > Personnel > Contact Details

 

Add Contact Details

1.     In the Personnel record, open the Contact Details related item.

2.     At the far right of the related item, click Add.

3.     Complete the fields, using the table below as a guide.

4.     In the toolbar, click Save. To go back to the previous page, click it in the breadcrumb trail or use your browser Back button.

Contact Details: Fields

Default Field Label

Description

Category

Grouping for the contact type, such as email, phone or URL, from a defined list

Your selection will determine the options in the Type field.

Contact Details *

Mandatory

Contact information, such as an email address or phone number

Context

Read only

Indicates the module in which the record was created (can be Personnel or Student). See: Concept of context

Current?

Indicates whether the contact option is current

If the contact option is no longer current, slide this to No.

Primary?

Indicates whether this is the primary means of contact

If for the Email category, the primary record will be used for sending emails for Significant Events.

Type *

Mandatory

Type of contact, from a defined list

Options are determined by the selected Category.

For Email, if the Available for Public Portal? flag is Yes for the Student record, the current, primary or latest current email address will be shared on the Public Portal.

 

Manage Contact Details records

You manage the details in the original record, indicated in the Context field. For example, if the Context field displays Person, you need to edit the full details in the Personnel module for the person.

You manage related items in the core page. Click the Add, Delete and Export links at the right of the related item in Personnel.

   

Related topic

        Personnel search

 

Product Key: Modules - Core

Page ID: PEP008.htm