School Contacts Setup (HR)

PATH: Human Resources > Administration > School Master > School Contacts

The School Contacts tab stores contact information for the school. Infinite Campus recommends that at least one contact be defined as the Human Resources contact.

The contact name must already be entered in Campus before you can add contact information on the School Contacts tab.

This article includes the following topics:


Screen Example and Field Descriptions

PATH: Human Resources > Administration > School Master > School Contacts


School Contacts tab with an example contact

Field

Description

Name

The contact's name. This name cannot be changed. If a contact's name changes, you must enter a new contact and delete the old contact.

Phone Number

The contact's phone number. The Phone Number includes area code, phone number and extension if needed.This field is required.

Fax Number

The contact's fax number. The Fax Number includes area code, phone number and extension if needed.

E-mail

The contact's email address.

Area of Expertise

The contact's area of expertise. Specifying a person's area of expertise is useful when there are several contacts within a school or contacts with the same name.

The options available on in this field are set up within HR Codes Setup .

Use School HR Address

This checkbox indicates whether this contact uses the address defined in Campus.

Add New Address

This button allows you to define a new address for the contact.


Adding a Contact

PATH: Human Resources > Administration > School Master > School Contacts

  1. Click the New button.
    Result
    The Contact Information screen appears.
  2. Enter details for the contact in the following required fields:
    • Name

      The Name field auto-completes after you type two characters in the field. If the Name field does not auto-complete, the contact may not be stored within Campus. The contact must be in Campus before you can continue.

    • Phone Number

      Fax Number, E-mail, and Area of Expertise are optional fields.

  3. Determine whether you want to use the School Human Resources Address or add a new address.

    To...

    Then...

    Use the School HR address

    Select the Use School HR Address checkbox.
    Result
    The school address appears.

    Add a new address

    Click the Add New Address button. The Add Address dialog appears.
    Enter the new address and click the Change Address button.
    Result
    The new address appears.

  4. Click the Save button.
    Result
    The contact displays in the School Contact Information list.

Updating a Contact's Information

PATH: Human Resources > Administration > School Master > School Contacts

  1. Select the Contact Name in the School Contact Information section.
    Result
    The Contact Information screen appears.
  2. Update the contact's details and click the Save button.

    A contact's name cannot be changed. If a contact's name changes, you must enter a new contact and delete the old contact.


Deleting a Contact

PATH: Human Resources > Administration > School Master > School Contacts

  1. Select the Contact Name in the School Contact Information list.
  2. Click the Delete button.
    Result
    A confirmation window appears.
  3. Click OK.
    Result
    Campus removes the contact from the School Contact Information list.

Printing Contact Information

PATH: Human Resources > Administration > School Master > School Contacts

  1. Select the Print Options button.
    Result
    The Print School Contacts Options dialog appears.
  2. Use the information in the following table to complete the Print School Contact Options dialog.

    Field

    Description

    View Options

    Select one of the following options:

    • Summary. Prints the contact name, phone number, and area of expertise.
    • Detail. Prints the summary information and the contact's address, fax number, and email address.

    Select Optional District Contacts

    Select this checkbox to include district contacts.

    Sort Options

    This options sorts the contacts within the school according to the following options:

    • Area of Expertise
    • Last Name
    • First Name

    Shade Alternate Rows

    Select this option to shade every other contact within each section.

  3. Click the Print to PDF button.

Detail Contact Report example with district contacts and using the Shade Alternate Rows option.
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