Aeries Ideas

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  1. Allow Contacts to be Defined at the Family Level

    If parent/guardian is updated on sibling, parent/guardian gets updated on all siblings.

    Use case: Staff at school site only have access to update contacts at their school site. A contact (ie. Parent/Guardian) is on a sibling record at another school site and we would like to keep the data (f.name, f.name, email, address, all phone #'s) sync'd.

    30 votes

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    5 comments  ·  Contacts  ·  Admin →
  2. Emergency Contacts - Ability to hide aspects of contact info from other parents

    For separated parents who want to protect their personal information (address, employer, email, phone number) from the other parent, we need the ability to restrict what parents get to see that won't just hide all contact info from everyone. Basically, we need a way for a parent to see their own info and and maybe just the name/relationship for the other guardians. This will enable parents in these situations to feel safe with providing this important information that we need on file.

    2 votes

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    0 comments  ·  Contacts  ·  Admin →
  3. Contacts - Display Contact Order # on Card

    Since the contact order (CON.OR) will be vital for CALPADS primary guardian reporting, it would be nice to have the contact # displayed on the info card in the Contacts page (possibly upper right hand corner).

    SINCE any contacts marked as a RED FLAG are displayed at the top, it is difficult to see which contact would the primary, secondary without editing each contact record.

    Data entry of the newly required Parent Education level at the contacts level means that our staff will need to review every student's contact information over the next few months to verify that the Parent/guardian…

    7 votes

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    0 comments  ·  Contacts  ·  Admin →
  4. Contacts - Add Authorized to Pick-Up Field

    Add a field to the contacts form indicating who is authorized to pick-up the student. Not all contacts may have this permission and in the event of emergency, this information is very important.

    24 votes

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    0 comments  ·  Contacts  ·  Admin →
  5. Editing a Linked Contact Record

    When trying to edit a linked contact record, in order to save the record, you have to first change the Field Description to None and save. Then you can go back and select the field Description that you want to save and link. Otherwise, the change is not saved on the Demographics Screen.

    1 vote

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    0 comments  ·  Contacts  ·  Admin →
  6. Flag/Pop-up when Email in Contacts and Parent Portal don't match.

    Trying to work on Data Validations and Email Addresses. A secretary wanted to know why Aeries doesn't have a pop-up or something if the parent creates a Portal Account with a different email address than what is in Contacts. And, vice versa, if someone adds or changes an email address in Contacts, why doesn't it say Doesn't Match Portal Account email, or something like that. Specifically if the Contacts page is set to Yes for Parent Portal. Geez, I hope that makes sense.
    Thank you!!!

    4 votes

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    0 comments  ·  Contacts  ·  Admin →
  7. Contacts - Add Separate Mailing and Residence Address

    Currently contacts only allows for 1 address field. It would be nice if a 2nd address field could be added to be able to add home address and mailing address. Specifically for students who have parents that live and receive mail at 2 different locations. This would also help line up fields with AERIES and SEIS integration.

    5 votes

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    0 comments  ·  Contacts  ·  Admin →
  8. Update STU.PG field and Student Emergency Card Report

    The STU.PG field is not needed and difficult to maintain, please consider removing it and replacing this functionality with the following:

    • Since districts are entering Parent information in CON, that table should house this information and Parents/gGuardians should not be populated in two different fields and tables.

    • Consider using the CON.CD field to identify the parent/guardian and adding a XRF to the field for CALPADS reporting. Contacts identified with the mapped code will be reported to CALPADS.

      • Update the Student Emergency Card to no longer pull the STU.PG field and add an option in the report pull the identified code…
    21 votes

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    0 comments  ·  Contacts  ·  Admin →
  9. 1 vote

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    0 comments  ·  Contacts  ·  Admin →
  10. Highlight Primary Contact Records and Sort to top of page

    The records on the Contacts page should be sorted with "Primary Contact" records at the top of the list.

    Also there should be some additional visual distinction to highlight the record. ( Green/yellow box around Primary Contacts , red box around flagged contacts ).

    The goal is to have more visual distinction.

    7 votes

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    0 comments  ·  Contacts  ·  Admin →
  11. Parent Contacts - ParentSquare

    We have families turning on notifications for other emergency contacts ( example neighbors ).

    It would be amazing if the emergency contact could get access to either accept the record, update their unique record, or remove their unique notification preference for the student not in their family.

    Maybe a work flow to send an email to the contact saying: "You have been added to as an emergency contact for "John Smith" at "Eagle High School" . If this is an error, please click here to remove your record ( one-time link that expires after ~7 days ).

    5 votes

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    0 comments  ·  Contacts  ·  Admin →
  12. The CON.AN (Attendance Notification) field in Contacts t should default to No.

    The CON.AN (Attendance Notification) field in Contacts defaults to blank. It should default to No.

    2 votes

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    0 comments  ·  Contacts  ·  Admin →
  13. Contacts - Have Fields Line Up With Each Other

    Right now, CON LW (Lives with), ERH (Ed rights holder), and CD (code) display either directly under the contact name IF there's no address, or under the relationship IF there is an address. For consistency, it would be really nice to be able to scan down a page of contacts for information without having to read each line horizontally as well as vertically.

    5 votes

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    0 comments  ·  Contacts  ·  Admin →
  14. Records Release DNR viewing for Teachers

    Allow Teachers to be able to see Contact information in the portal and to email students and parents for students that have a DNR (Records Release) tagged on Demographics. Currently with the STU.DNR flag in place, both parents, students, and teachers are restricted from viewing this information. Teachers should be able to see this information.

    2 votes

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    0 comments  ·  Contacts  ·  Admin →
  15. Contacts - Add Volunteer Info

    Volunteer data is becoming more critical to collect. We are excited to see TB/TB Expiration and Fingerprints/FP Expiration fields now in the Contacts screen.

    Given this lead...we have taken it a step further to use the User Fields to expand collecting information to include identifying contact as a volunteer, DMV, Auto Insurance, Field Trip Orientation, Vehicle Registration & Driver's Licence data.

    We would appreciate having date field to capture the expiration dates for Auto Insurance, Vehicle Registration & Drivers Licence fields.

    This is a great place to identify volunteer info especially for admin & teachers to see who is a…

    2 votes

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    0 comments  ·  Contacts  ·  Admin →
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