Overview

Step Tutorial

1. To add a student, go to the Students page from the side menu. Click Add.
   
   
   Note: Students can also be added to the SMS manually using the Bulk Import feature which is part of the Maximise plan. Contact Support if you'd like to upgrade your SMS package and use this feature. To learn more about the Bulk Import feature, visit this tutorial: How to Import Bulk Students in the SMS
   
   
2. Complete the Details subtab which comprises of the General Information section and the Additional Information section. Refer to the table below on the different fields in this tab. 
   
   
   
   
   
   General Information Section
   
   
   

   Field Name	Field Type	Field Description	Selection
   Title	Dropdown	Selec the appropriate title for the student.	Mr Mrs Miss Ms Dr Rev Hon
   Preferred Name	Text Box	Enter the student's preferred name	N/A
   First Name	Text Box	Enter the student's first name	N/A
   Middle Name	Text Box	Enter the student's middle name	N/A
   Surname	Text Box	Enter the student's Surname/Last Name - this is a required field	N/A
   Date of Birth	Date Picker	Enter the student's date of birth	N/A
   Gender	Dropdown	Select the student's gender	Male Female Other Agender Gender Diverse Intersex Non-binary Trans
   Country of Birth	Dropdown	Select the student's Country of birth from the list	Countries list
   Home Number	Text Box	Enter the student's home phone number	N/A
   Mobile Number	Text Box	Enter the student's mobile phone number	N/A
   Work Number	Text Box	Enter the student's work phone number	N/A
   International Number	Text Box	Enter the student's international contact number if applicable	N/A
   Allow Blank Email	Toggle	Toggle to Yes to allow adding the student without an email address	N/A
   Email Address	Text Box	Enter the student's email address - required field. This will be the student's primary or main email address. This will be used as their username for logging in to the student portal and for all communications and related emails from the SMS.	N/A
   Confirm Email	Text Box	Enter the student's email address again to confirm - this is a required field	N/A
   Student password	Text Box	Enter the default student password to be used for log in. - this is a required field.	N/A
   Alternative Email Address	Text Box	Enter an alternative email address for the student. This will be used to send email updates or communications from the SMS depending on the selected option in the Settings page.	N/A
   International Student	Dropdown	Select the corresponding status of the student's international study option.	N/A
   Enrolment Conditions	HTML Text Box	Enter the enrolment conditions for the specific student.	N/A

   
   
   Additional Information
   
   
   

   Field Name	Field Type	Field Description	Selection
   Unique Student Identifier	Text Box	Enter the Unique Student Identifier (USI) of the student	N/A
   Important Notes	Text Box	Field for important notes	N/A
   Enter Home Address	Text Box	Enter the student's home address. This field uses Google Maps. Once an address is selected, this will automatically be filled in the fields below the Edit button.	N/A
   Property Name	Text Box	Enter the property name of the student's address	N/A
   Flat Number	Text Box	Enter the address flat number	N/A
   Street Number	Text Box	Enter the address street number	N/A
   Street Name	Text Box	Enter the address street name.	N/A
   Suburb	Text Box	Enter the address suburb - if manually added, suburb must match the state and the postcode.	N/A
   Postcode	Text Box	Enter the address postcode - if manually added, postcode must match the state and the suburb.	N/A
   State	Dropdown	Select the state - if manually added, suburb and postcode must match with the state.	List of States
   Country of Residence	Dropdown	Select the Country of Residence.	List of Countries
   Same as Home Address	Tick box	Tick this box if the Home Address and the Postal address is the same.	N/A
   Postal Property Name	Text Box	Enter the property name of the student's address	N/A
   Postal Flat Number	Text Box	Enter the address flat number	N/A
   Postal Street Number	Text Box	Enter the address street number	N/A
   Postal Street Name	Text Box	Enter the address street name.	N/A
   Postal Box	Text Box	Enter the postal address box number	N/A
   Postal Suburb	Text Box	Enter the address suburb - if manually added, suburb must match the state and the postcode.	N/A
   Postal Postcode	Text Box	Enter the address postcode - if manually added, postcode must match the state and the suburb.	N/A
   Postal State	Dropdown	Select the state - if manually added, suburb and postcode must match with the state.	List of States
   Emergency Contact's Name	Text Box	Enter the name of the student's emergeny contact	N/A
   Emergency Contact's Relationship	Text Box	Enter the relationship of the student to the nominated emergency contact	N/A
   Emergency Contact's Email	Text Box	Enter the email address of the nominated emergency contact person	N/A
   Emergency Contact's Mobile Phone	Text Box	Enter the mobile phone number to be contacted in case of emergency	N/A
   Survey Contact Status	Dropdown	Select from the list the student's survey contact status - this is a required field	Excluded from Survey Available for Survey use Correctional Facility Deceased Student Invalid Address/Itinerant Student Minor - under age 15 Overseas
   Learner Survey Completed	Dropdown	Select Yes or No if the student has completed the Learner Survey	Yes No
   Referral Source	Text Box	Enter the student's referral source information	N/A
   Previous Student Number	Text Box	If student has an existing student number, enter the details here-this will be used as their identifier instead of the SMS student number.	N/A

   
   
   Note: Other Fields may also display if Custom fields have been created in the SMS. 
   
   
   
3. Click Save to save the new student or Cancel to exit.