We've Got Answers: Your Most Frequently Asked Questions 6114

We've Got Answers: Your Most Frequently Asked Questions

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With the fall semester on the horizon, you’re probably doing a few tasks you haven’t done since this time last year. Let us help! After reading your questions in the community forum, we pulled together some answers to your most frequently asked questions.

Update emergency contacts
We made a few tweaks to this process in the past year. Keep this in mind: To delete an unwanted contact, you must first mark it inactive and Not in use.  
  1. In Core, use People finder to locate a student’s profile.
  2. On the Contact card, under Emergency contacts, select Manage phones/emails.
  3. Select the inactive contact you want to delete from the Active column, then drag it to Not in use.
  4. Select the trash icon next to the unwanted contact to Delete it, then Save.  
To add contact cards to a student’s emergency contacts, drag them from Not in use to Active, then Save.

Check for forms
Have parents and students submitted the necessary documents for the school year? Here’s a good way to check without clicking through each student’s profile.

In Core, select Content, then School forms. For each form, select the figure under the Submission column (in the format “A of B”) to see which students/families have Submitted, Started, or Not Started the form.

Print a directory
Many schools have stopped printing hard copies of directories. As one of our users pointed out in the forum, a paper directory is likely to be out of date as soon as it hits the printer.

Still, if your school would like to print a hard copy to send home to parents, here’s what you can do if you are a platform manager or other employee with access to Core.
  1. In Core, select Analysis, then Reports.
  2. Under the Category menu, select User Management -- Parent Reports.
  3. Next to Parent Student Directory, select Run.
  4. Once the report is generated, select View/Print as PDF, Word document, or Excel spreadsheet.
To figure out how many copies you’ll need to print to send one copy to each student household, complete all the above steps, selecting Excel on the final step. Then do the following:
  1. Open the spreadsheet in Excel.
  2. Select all data fields.
  3. Under the Data tab, select Remove Duplicates.
  4. Unselect All, then select Address Line 1. Select OK.
  5. Scroll to the bottom of the remaining data. The number of unique addresses will equal the total number of rows minus one.
For more tips, check the School Directories help topic.

Get ready for a new year
We know this is a hectic time of year at many schools with traditional calendars. Hang in there! Check the Annual Procedures help topic for more tips.

Thanks for reading, and keep those questions coming in the K-12 Community forum. If you have any pro tips to share, let us know in the comments below. If you found this blog post helpful, hit that Like button.

That's going to do it this week! Have more questions for us? Hit up the comments below and we'll do our best to answer or maybe we'll compile the best ones and make a part 2 of this FAQ. As always, thanks for stopping by and make sure to hit the like button below so we know you stopped by. We'll see you next week!
News Blackbaud K-12 Solutions™ Blog 10/08/2019 9:30am EDT

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1 Comments
Thanks for these!  One word of caution in regard to printing the directory report is we found it does not respect user privacy settings, so if someone has opted to not show specific information in the family directory, all fields still print in the directory report.  For this reason we opted to just enable the print option on the family directory and let families decide if they wanted a hard copy.

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