Students and Their Families
Everything Starts with the Household
(The Student/Family Relationship and the Home Address)
Before entering students in to SchoolWise, you need to create a Family. In SchoolWise, a "Family" or Household is made up of at least one Primary contact and one student. Due to state laws and CALPADS guidelines, students need to be associated with a primary residence. SchoolWise calls this the Household or (Home Address). In the real world students can of course have multiple addresses and lots of custody situations, but for the purposes of the SchoolWise database and the state the Household (Home Address) is the address that is sent up to CALPADS and is considered the student's primary address.
These contacts are defined as parents/guardians (commonly a Father and Mother) The Primary and Secondary contact should be the main contacts at the primary household address. Each Family can also contain children and/or siblings who are (or have ever been) enrolled in any school in the district under the care/guardianship of these contacts and at this same address.
Once a new family is created in the SchoolWise database, students can then be added to that Family. A student cannot be added without a Family. Even if that family is only one guardian or a care center. The SchoolWise Family (based on primary address) is the container for the student.
It's important to understand that a SchoolWise "Family" record is defined at the district level. A Family may have several children, each enrolled in a different school in the district, but there will be only one Family record that is shared by all of those students.
- Example: the "Mr. & Mrs. Smith" family may have 2 children, Mary and Sam. Mary is enrolled in the Elementary school, and Sam is enrolled in the Middle school. In this case, the "Mr. & Mrs. Smith" family record will be visible in the Elementary School family list, and also in the Middle School family list.
Any changes to the Family information that is made at one school will affect all schools with students in that family.
- Example: in the "Mr. & Mrs. Smith" family we used above, say Mr. Smith calls the Elementary School where Mary attends, to give them his new cell phone number. The Elementary School will then enter the new cell phone number. Later, if the Middle School where Sam is enrolled needs to call his father, they will look him up and find the new cell phone number – event though Mr. Smith only told the Elementary School about the new number. The same applies to family address information, notes, and all extended family member information.
How Do I Add a New Student/Family?
STEP 1 -Click on the Student Form button to open it. Left click on the very first Icon in the Primary Navigation Toolbar (a picture of a blank piece of white paper) this will launch the Add a new Student/Family form. You may also “Right click” on the active student list and select Add new Student/Family from the same menu – as seen below:
STEP 2 - Once the Add a new Student/Family wizard is open you should see the Primary and Secondary contact entry screen. (Parent 1 & 2 Name) The first contact is the Primary and all families require at least one primary contact/guardian name. The Secondary contact is optional and can be filled in here as well. In most cases the two main contacts are where the student resides most of the time. (The primary household address.) Enter at least one contact name and click on Next.
SchoolWise will then search the database to see if there are any families already in the system with that same name. If a match is found – the form will display the list of possible matches to choose from, select one and click next to proceed. If it doesn’t find a match you will see the CALPADS required information screen on STEP 3...
STEP 3 - Here is where you will fill in the required CALPADS fields and any other information that you may want to add for the household. Fill this in and then click Next.
STEP 4 - On this page you will fill out phone numbers, parent education level and other contact information fields. Checking the alerts and text checkbox allows the parent to receive alerts/texts, but does not turn on alerts/texts until specifically designated on the student relationship page later on. The same goes for email alerts/newsletters. Click Next when done.
STEP 5 - Once you have filled out the household information, the wizard will pull up the student entry form for you to fill out. Here you would enter the name of the student, grade and birthdate. Then click Next.
STEP 6 - Choose which school and what date to enroll the student. Then click Next.
STEP 6 - The next to last step is to fill out the CALPADS required information fields below, then click NEXT.
STEP 7 - Here is where you setup the student relationships. This is a very important part of the process as Alerts/Texts/Reports all rely on this relationship to be setup. If you are setting up a new database or would just like to review your data to make sure this is setup correctly for all students please run the report called: List Students with No Relations set for Parents.
Once you've clicked NEXT and then FINISH your Family will be saved to the database.
For more details on important functions of the Family Page, please check out this article:
How Do I Add a Student to an Existing Family?
STEP 1 - Left click on the Siblings living in same Household folder, and then click the Add a Student to this Household button as seen below. Once you do this proceed through all of the same prompts as before to add the required information as seen in the screen progression below, clicking Next after each screen till you get to Finish.
Once you have clicked on FINISH - the student will now show up under the Family.
How Do I Move a Student to a Different Family?
“Right click” on the student name and select Add new Student/Family from the same menu. Then enter the names of the new parents/guardians. A search will be conducted to see if the new parents are already in your SIS. If not, a new FamID will be created for these new parents. The foster student can then be added to this new foster parent family.
Foster Student Tip: When moving a student to a different foster family, the best practice is to move the student from the old family to the new family. Don’t edit the existing family records by adding new foster parents and deleting the old foster parents. This is a bad practice as it will impact records associated with the old FamID.