Purpose
To detail the usage of the Guardian 1 & Guardian 2 tabs in the Borrower record.
Covers: Adding or removing individual guardians and their contact information
Does not cover: Editing a student's information
When to Do This
When a specific Borrower's guardian information needs to be manually updated, or removed. If you have an automated sync via Wonde and approve it to share Parent or Guardian details, then guardian information will be updated automatically. Wonde cannot remove information, this must be done manually.
Instructions
Select the Guardian 1 or Guardian 2 tab. This will display the guardian specific information fields.
The mandatory fields for a guardian record are 'Title', 'Forename' and 'Surname'.
Enter the information in each field as required, or delete it if no longer needed.
There are two guardian tabs, enabling you to include information for two different guardians. This information can be used in a reminder. Instead of being addressed to the borrower, it can be addressed to a nominated guardian. If you intend to send reminders via email, please ensure that the email address is present and correct in the E-Mail field for the guardian in question.
How some of our other customers have phrased this
- View student's parent details
- Add guardian's email
- remove parent contact information