WEBVTT

00:00:10.650 --> 00:00:13.030
In this video you will learn to find a

00:00:13.030 --> 00:00:16.570
family, check the learner connected to that family, and

00:00:16.570 --> 00:00:18.190
save a useful note.

00:00:18.190 --> 00:00:22.090
Our example is Monique Carter and her learner Aaliyah.

00:00:22.090 --> 00:00:25.550
Both are fictional. The important habit is to confirm

00:00:25.550 --> 00:00:27.947
the person before you change anything.

00:00:30.277 --> 00:00:33.737
Step one. Choose People from the left menu, then

00:00:33.737 --> 00:00:36.317
scroll to Family and learner lookup.

00:00:36.317 --> 00:00:38.657
Leave Type set to Families when you are looking

00:00:38.657 --> 00:00:40.577
for a parent or guardian.

00:00:40.577 --> 00:00:43.897
Choosing Learners searches a different set of records.

00:00:43.897 --> 00:00:46.924
Starting with the right type makes your search easier.

00:00:49.934 --> 00:00:53.554
Step two. Enter Carter in Search, then click the

00:00:53.554 --> 00:00:57.334
Search button. You can search by name or email.

00:00:57.334 --> 00:01:00.994
If nothing appears, check the spelling, shorten the search,

00:01:00.994 --> 00:01:03.493
and make sure Type is set to Families.

00:01:06.483 --> 00:01:10.303
Step three. Open Monique Carter in the results.

00:01:10.303 --> 00:01:13.143
Compare the name and email with the family you

00:01:13.143 --> 00:01:16.663
intended to find. Similar names can belong to different

00:01:16.663 --> 00:01:20.383
people. Do not assume the first result is right.

00:01:20.383 --> 00:01:23.183
Again, the key click is the family name in

00:01:23.183 --> 00:01:24.320
the search results.

00:01:27.330 --> 00:01:30.850
Step four. Read Learners in this family and find

00:01:30.850 --> 00:01:34.390
Aaliyah Carter. Check the learner name and age or

00:01:34.390 --> 00:01:36.770
grade before working on the record.

00:01:36.770 --> 00:01:40.310
The Edit learner button opens a correction form.

00:01:40.310 --> 00:01:42.570
Only make a correction when you have the right

00:01:42.570 --> 00:01:45.721
information and can explain the reason for the change.

00:01:48.751 --> 00:01:52.651
Step five. In Note, write a short factual summary

00:01:52.651 --> 00:01:55.931
of what happened, then click Save note.

00:01:55.931 --> 00:01:59.411
Our example records that the reading schedule was confirmed

00:01:59.411 --> 00:02:03.331
with Monique. Keep notes useful and respectful.

00:02:03.331 --> 00:02:08.051
Avoid copying identity documents or sensitive personal details into

00:02:08.051 --> 00:02:11.145
a general note. Wait for the save to finish.

00:02:13.995 --> 00:02:16.775
You can now find the right family, check its

00:02:16.775 --> 00:02:19.235
learner, and record a clear note.

00:02:19.235 --> 00:02:23.535
Next time, choose People, then Family and learner lookup.

00:02:23.535 --> 00:02:26.315
Search for the family and confirm the name before

00:02:26.315 --> 00:02:29.675
editing. Check the saved note before trying to save

00:02:29.675 --> 00:02:30.117
again.