Student Info Checklist

Updated on Sep 29, 2025

This checklist is your step-by-step guide to viewing and managing student records in Student Info. Whether you're updating addresses, linking students, or printing forms, follow the list to stay accurate and efficient. Student Info centralizes key details like contacts, addresses, and student details, ensuring all information is accessible in one place. For a complete guide, see Student Info.

General Student Info

Viewing Student Information

2. Conduct a student search.

3. From the resulting list of students, select the applicable student.

4. Click a category to view the corresponding student fields, such as Primary Info.

5. Click the links at the top of the screen to view other records for the student.

Editing Student Information

2. Conduct a student search.

3. From the resulting list of students, select the applicable student.

4. Click a category to view the corresponding student fields, such as Primary Info.

5. Navigate to the applicable field and make the desired changes.

6. Click Save.

Verifying a Student's Personal Email

2. Conduct a student search.

3. From the resulting list of students, select the applicable student.

4. Click the applicable category and locate the Personal Email field.

5. In the student's record, populate the Personal Email field and click Save.

The red envelope icon indicates the student's personal email address has not been verified.

6. Click the red envelope icon to send the verification email.

7. In the confirmation pop-up window, click Yes.

8. Click the X to close the pop-up window.

Unlocking a Student's Account

2. Conduct a student search.

3. From the resulting list of students, select the applicable student.

4. At the top-right of the student's record, a red lock icon displays if the student's account is locked. Click the icon to unlock the student's account.

Logging into the System as a Student

2. Conduct a student search.

3. From the resulting list of students, select the applicable student.

4. From the student's account, click the orange Log in as button at the top-right corner of the screen to log in as the student. This will log you in to the Student Portal as the student.

Addresses & Contacts

Viewing Addresses & Contacts

2. Conduct a student search.

3. From the resulting list of students, select the applicable student.

4. Click the Addresses & Contacts category.

Each address is displayed as a block. The physical address and mailing address (if defined) are listed.

Editing an Address

2. Conduct a student search.

3. From the resulting list of students, select the applicable student.

4. Click the Addresses & Contacts category.

5. Click the address block to edit.

6. In the Edit Address pop-up window, edit the address fields and options as needed.

7. Click Save at the bottom of the window to save your changes.

Deleting an Address

2. Conduct a student search.

3. From the resulting list of students, select the applicable student.

4. Click the Addresses & Contacts category.

5. Click the address block to delete.

6. In the Edit Address pop-up window, click Delete at the bottom of the screen.

7. Click Confirm.

Editing a Contact

2. Conduct a student search.

3. From the resulting list of students, select the applicable student.

4. Click the Addresses & Contacts category.

5. Click on the contact within the Address block or click on the Contact block.

6. In the Edit Contact pop-up window, edit any of the contact's information or details.

7. At the bottom of the window, click an address block to move the contact to the selected address, if applicable.

8. Click Save when finished.

Deleting a Contact

2. Conduct a student search.

3. From the resulting list of students, select the applicable student.

4. Click the Addresses & Contacts category.

5. Click on the contact within the address block or click on the contact block.

6. In the Edit Contact pop-up window, click Delete at the bottom of the screen.

7. Click Confirm.

Copying Addresses/Contacts from Linked Students

2. Conduct a student search.

3. From the resulting list of students, select the applicable student.

4. Click the Addresses & Contacts category.

5. Click the arrow next to Copy From to display the addresses and contacts from the linked student(s).

6. Click Copy Address to copy just the address, Copy Contact to copy just the contact, or Copy Address & Contact(s) to copy both the address and associate contact(s).

7. Make any changes as needed in the pop-up window, such as selecting contact flags, and click Copy.

Student Linking & Family Records

Linking Users to Students

2. Conduct a student search.

3. From the resulting list of students, select the applicable student.

4. Click the Addresses & Contacts category.

5. Scroll to the Linked Users table towards the bottom of the screen.

6. To add a linked user, click the User pull-down. Select the appropriate user. Only users with a parent profile are available for selection.

7. If the linked user is also a contact in Addresses & Contacts, select the appropriate Contact.

8. Click Save at the top of the screen.

Linking Students

2. Conduct a student search.

3. From the resulting list of students, select the applicable student.

4. Click the Addresses & Contacts category.

5. Scroll to the Linked Students table towards the bottom of the screen.

6. To add a linked student, click the Student pull-down and select the appropriate student.

7. In the Relationship pull-down, select Child of ___, Cousin, Parent of ___, Sibling, or Step-Sibling.

8. Press Enter/Return to add the row.

9. Click Save.

Adding a Family Document

2. Conduct a student search.

3. From the resulting list of students, select the applicable student.

4. Click the Addresses & Contacts category.

5. Scroll to the Family Documents table towards the bottom of the screen.

6. To add a document, select a Date in the blank row.

7. Hover the mouse over No Files and select whether to Scan, Upload, or Take Photo. Follow the prompts to scan the file, select the file from your computer, or take a photo using your computer's camera.

8. Enter a Description, if desired.

9. Click Save.

Academic Records

Viewing Students' Forms

2. Conduct a student search.

3. From the resulting list of students, select the applicable student.

4. Click the Forms category.

5. Click the title link to view the form in a new tab.

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Documentation for Administrators

Student Info Checklist

General Student Info

Addresses & Contacts

Student Linking & Family Records

Academic Records

SIS Checklists

Student Info Checklist

Heading anchor General Student Info

Heading anchor Addresses & Contacts

Heading anchor Student Linking & Family Records

Heading anchor Academic Records

SIS Checklists

General Student Info

Addresses & Contacts

Student Linking & Family Records

Academic Records