Purpose
To provide information on the usage of the Details tab in a Borrower record card
Covers: Viewing and editing of Borrower details
Does not cover: Adding a borrower, creating tutor groups
Instructions
Select the 'Details' tab, and ensure 'Borrower' is selected.
The first part of a borrower record card covers the forename, surname, title and gender. Select the Details tab.
The 'Forename' and 'Surname' boxes are both mandatory whereas the 'Title' and 'Gender' are both optional. Some of the reports use the gender to compare borrowing statistics so we advise this is entered.
Next are the date of birth, age, group name, year group, house and set.
Use the calendar icon next to the 'Date of Birth' box to select the date of birth or type one in using a forward slash to separate the day month and year. 'Age' is calculated automatically based on the date entered the 'Date of Birth' box.
The 'Group Name' box displays a list of all groups present in the Tutor Groups table. It is not possible to create a group by typing one in, if you need to enter a group that is not here, you need to create it first. The group name is a required field.
When a group name is selected, the 'Year Group' box will be automatically populated with the year group of that group. If this needs to be altered (for example when using vertical Tutor Groups), change the year group to the correct number by typing this in. A 'House' and 'Set' can be selected from the relevant boxes. 'Set' can also be used to assign a specific library group, or English class - if this is separate to the Student's tutor group. To add a new house or set, simply type one in.
The next group of boxes are for the ethnicity, contact numbers, email and language as well as tick boxes for free school meals, pupil premium and special educational needs.
An ethnicity can be typed in, or selected from the list if others are present already. The contact numbers are 3 separate boxes for 'Telephone', 'Work' and 'Mobile'. These are optional fields that can be entered if required. A language can be selected from the 'Language' list.
The 'Free school meals', 'Pupil Premium' and 'Special Educational Needs' tick boxes are optional, they can be ticked to reflect the data kept in your MIS. This data in particular can be used to create reports and find reading trends.
The Photograph section is on the right-hand side of the record card. This is where the photograph of the borrower is stored and can be deleted or manually updated if necessary.
Click the camera icon to update the photograph with a webcam if one is connected.
Click folder icon to browse for an image file such as a PNG, JPG or JPEG.
If a photograph is already present and needs to be deleted, click the delete icon .
Note:
Emails, Phone Numbers and Set can be imported via a CSV.
If you use Wonde, this information can also be imported via an automatic sync - along with Photograph, Special Educational Needs, Pupil Premium and Free School Meals indicators.
The other tabs can be used to amend other information connected to this borrower record. For further information, see the articles for each tab.
How some of our other customers have phrased this
- Change borrower information
- Manually add student photo
- Update child's details
- Enter pupil's email
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