Summary Tab (NEW)

PATH: Student Information > General > Summary

The Summary tab lists basic student information to provide a quick look at student data. This is a read-only tab that displays data entered in Census tools: Identities and Demographics, Address and Households. The Summary tab displays in several other areas in Student Information (Counseling, Health, PLP, Response to Intervention, Special Education). Functionality is the same in all locations, but do review the Summary Tab (NEW) (.1917 - .1949)#Tool Rights section for additional information.

In the Campus.1917 Release Pack (April 2019), the Summary Tab was enhanced with a new look and feel, a modern layout and additional information. Basic functionality has not been changed, and access to the "classic" Summary tab remains for the time being.

Student Summary Tab

Tool Rights

Full access to the Student Summary tab requires R rights to Student Information > General > Summary.

Student Summary Tool Rights

This also assigns R rights to the following Summary sub-tool rights:

Users can also be assigned the Student Information > Allow Unfiltered Search tool right, which allows unlimited searching within schools/calendars/years allowed by assigned calendar rights. Without this right, users are only able to view information to which they have a connection (a teacher can only see courses and students related to his/her section roster, a case manager can only see his/her active students, etc.).

Assigning Read rights to the Summary tab sub-tool rights (listed above) in Student Information General enables the new Summary screen to display the associated information in Student Information Counseling, PLP, Special Education, Health and Response to Intervention. If you have chosen to view the new Summary tab in one of these locations, the other locations also display the new Summary tab.

To see the new summary screen in these areas of the product, the following tool rights must be assigned:

  • R rights to Student Information > Counseling > Summary
  • R rights to Student Information > PLP > Summary
  • R rights to Student Information > Special Ed > Summary
  • R rights to Student Information > Response to Intervention > Summary

These tool rights should not be assigned if the user does not have Read rights to Student Information > General > Summary.

Other Tool Right Assignments

Most of the information on the Summary tab is read only; however, there is now the ability to update information in Census (Demographics, Household, Relationships). Review assigned Tool Rights to ensure those who need to update Census information can.

Demographics Tool Rights

Full access to the Demographics tab requires the following tool rights:

Relationships Tool Rights

Full access to the Relationships tab requires the following tool rights:

Households Tool Rights

Full access to the Households tab requires the following tool rights:

In addition, full access to Households may be necessary for some users:

Summary Tab Information in Ad hoc Query Wizard

Because the Summary tab displays information that is entered on other areas (Census Demographics, Identities, etc.), Ad hoc fields are not available specifically for the Summary tab; however, the information can be found when creating ad hoc reports using the Census/Staff Data Type and the Student Data Type.


Navigation of Student Summary

The Student Summary tab has a new look and feel as of the Campus.1917 Release Pack (March 2019). Previous information is still available, and if you would like to return to the Classic Summary Tab, you have that option.

Submit feedback for the new Summary Tab by clicking the Feedback button in the bottom right hand corner. This takes you to the Campus Community New Student Summary Screen Forum where you can add your suggestions for improvement.


 Click here to expand...
FeatureImage
The sections of the Summary tab are now in cards and can be collapsed, if desired.

A Quick Contacts section, which lists the student's Guardians (checkbox marked on the Person Relationship) and any other individuals who have an Emergency Priority value (entered on the Person Relationship tab), displays to the right of the student's Person Information.

Each card includes the options to update the information on the Summary tab by navigating to the appropriate tab to make updates. This link appears for users who are assigned the appropriate tool rights to update Demographics, Households and Relationships.

Click the Show More link in the Person Information card to view additional information about the student, including bus and locker information, demographic data, etc.

View all members of the student's household(s) quickly, and see at a glance the person's contact information and other siblings enrolled in the district.

View Non-Household Contacts and their contact information by clicking on the contact name.

Locate contact information for a specific member of a household by clicking their name.

Generate the Person Summary Report, with or without picture, the Mailing Label and the Envelope by clicking the Reports button.

Use the Documents button to upload summary information from other schools.

Switch to the Classic Summary Tab. From the Classic Summary Tab, switch to the New Summary Tab.

Person Information

The Person Information area lists the student's name, student number, grade level, birth date and age, contact information, and their assigned Primary Home Language.

Person Information

For more information about the student, click the Show More link in the lower right hand corner of the card. In this section, the student's transportation information displays (bus number), as well as the student's academic locker, household address(es), state ID, race/ethnicity information and gender.

Show More Person Information

Most of identifying information about the student (name, birth date, etc.) is entered and/or viewable on the student's Demographics tab. Bus information is entered on the student's Transportation tab, and Academic Locker information is entered on the student's Lockers tab.

Academic Locker information displays based on the Attribute Dictionary Locker Type code of ED. Locker Types (codes, names, etc.) can be modified by users; if you have changed this in the Attribute Dictionary, be aware that locker information may not display on the Summary Tab.

If updates are needed and users are assigned the appropriate tool rights, click the Update Census > People link. This opens the Demographics tab, where changes to this information can be made.

Follow your district's policy for updating demographic data.

Households

The Households area provides a view of all of the student's households. If a student resides in three different households, all of those households would be listed here. This section includes "tiles" for each household address and members of that household. This lets you quickly see who resides in the household and who to contact if there is an issue.

Summary Tab Household View

Household Information

The first tile lists the household phone number and address(es), and displays as entered on the Household Info tab and Household Addresses tab. 

Active Address information is based on the End Date entered on the address. This end date is inclusive of the last day. For example, if the address is ended for a household as of September 19, that address is considered active until midnight on September 19. At 12:01am on September 20, the new address becomes the active address, prints on reports and displays on the Summary page.

Click the More Info link to see the address information in the side panel. No additional data is included here, but it may be easier to see the address. Click Close on the side panel to return to the Summary tab.

Address Side Panel

If updates are needed to the information in this section, and users are assigned the appropriate tool rights, click the Update Census > People > Households link. This opens the person's Households tab, where changes to this information can be made.

Follow your district's policy for updating household information.

The images above show a family who has one primary household. In Campus, households are assumed to be Primary unless the Secondary checkbox is marked on the individual's Household Membership, or if there is only one household for those members. Notice how in the previous images, a Primary label displays for the household information.

In the image below, two members of that Primary household are now members of an additional household and have the Secondary checkbox marked on the Household Membership. Now on the Summary tab, the Second Household has a Secondary label.

Secondary Household Display

Household Members and Relationships

Each member of the household is listed in their own tile. Any individual who has an active relationship (no entered end date) with the selected student displays on their own tile. If all relationships have been ended or there are no relationships established between the student and anyone else in the household, only the household information tile and the Self tile display.

Guardians display first, after the household information, with a large G. This information is entered on the person's Relationships tab, and lists the name assigned to the Relationship, which vary by district.

Relationship Type Display

Click the hyperlink of a household member's name to view their Personal Contact Information (entered on the Demographics tab). A side panel displays to the right, listing all entered ways of contacting that individual - phone numbers, email, etc. Click the Close button to return to the Summary tab.

Personal Contact Information Side Panel

The information icon next to an individual's name indicates there is a comment entered on that person's Personal Contact Information.

Personal Contact Information Comment

A tile for the selected students (labeled as Self) and siblings also display. In addition to entered contact information for the student and siblings, the school of enrollment and grade level are listed on the tile and the side panel. This displays the most current primary enrollment information for those members (school of enrollment and grade level).

Non-Household Contacts

Relationships to people outside of the household (aunt/uncle, daycare provider) appear in the Non-Household Relationship section. These individuals also have a relationship with the student, and may be marked as Emergency contacts. Click the hyperlink of their name to view the More Information side panel. This panel contains their Personal Contact Information (if entered) and their Household number (if entered).

Emancipated students also have non-household relationships established with themselves. See the Emancipated Students article for more information.

Non-Household Contact Information

Non-household contacts who have been designated by the guardians as Emergency Contacts display in the Quick Contacts section, along with the Guardians. This is determined by the Emergency Priority field on the Relationship tab. An Emergency Priority label displays as well in the Quick Contacts list, in the Non-Household Relationships section, and when viewing the side panel for that individual. 

If the Emergency Priority field is not populated, only relationships marked as Guardian display in the Quick Contacts list.

Emergency Priority Display

District Information

If a district has created custom elements for use on the summary tab, those elements display at the bottom of the screen. Your district should provide information on managing these fields.

District Information

Modification Alert

Because student information is protected under FERPA, certain fields on the Summary tab are controlled by specific tool rights (i.e., Social Security number). In addition to tool rights, notifications appear in the Person Information area when the Summary data has been modified. This change alert lists the user who made the modification, the date of the modification and the time.

Modification Alerts

Summary Tab Reports

The information that displays on the Summary Tab can be printed and given to parents/guardians or other personnel for a review of the data.

Summary Tab Reports

The View as PDF Report generates a PDF of the Summary tab as it currently displays. If all of the cards are expanded, all of that information prints; if the Show More option is expanded and only the Primary Household card is expanded, that information prints.

Two options of the same report are available, and print in either PDF or DOCX.

In addition, a mailing label and an envelope can also be printed. These two print addresses marked as mailing.

For troubleshooting issues with printing and printer settings, see the Printing Labels article.

Documents

Upload previous student transcript reports from other schools of enrollment for a particular student. This uses the Digital Repository features. There is no limit to the amount of documents uploaded here, but be aware your district may have set a maximum file size value.

Documents Panel

Only documents uploaded to the Summary tab display here. Other types of uploaded documents do not display. To see other types of uploaded documents, view them on the Person Documents tab.

Mark the Consent statement (files cannot be saved if this is not marked), and click the Select File button to locate and upload documents. File names must be unique. Click the Save button when finished. A successful upload displays a Done checkmark next to the Select Files button. Close the side panel by clicking the Cancel button.

Uploaded files can be sorted by Newest (most recently uploaded) or Oldest. To remove an uploaded document, click the red X next to the file name.

For more information on document upload, see the Managing Document Attachments article.



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