Basic: Customer Facing Import Guide- School Check In
Gain insight into the fundamentals of customer-facing school check-in processing, including best practices and tips.
Basic - Manual Import
Basic Manual Available Fields
| Students: Students & Grade/Class/HMRM | Students: Students Only | Students: Grade/Class/HMRM Only |
|---|---|---|
Grade Class Homeroom |
First Name | Grade Class Homeroom |
Teacher First Name |
Last Name | Teacher First Name |
Teacher Last Name |
Student ID | Teacher Last Name |
| Grade Class Homeroom | Student ID | |
| Date of Birth | Student First Name | |
| Student Last Name | ||
| Student Date of Birth |
| Faculty & Staff | Parents & Guardians : Parent Guardians |
|---|---|
First Name |
Student ID |
Last Name |
Parent Guardian First Name |
ID Number |
Parent Guardian Last Name |
Street |
Parent Guardian Student Relationship |
City |
|
State |
Street1 |
Zip |
Street2 |
Cell Phone |
City |
Driver License Number |
State |
Job Classification |
Zip |
Date of Birth |
Cell Phone |
| Home Phone | |
| Work Phone | |
| Driver License Number |
Basic Manual Import Process
- Open School Check IN
- Enter Start Up Password (If enabled)
- Click on Admin button
- Enter Admin Button
- Click on Import/Export/Restore
- Click on desired import group:
- Students
- Grade/Class/HMRM Only
- Students Only
- Students & Grade/Class/HMRM
- Faculty & Staff
- Parents & Guardians
- Parents Guardians
- Parent Guardians With Unique ID’s – Legacy Import
- Volunteers
- Vendors
- identiFi Students – Legacy Import
- Students
- Browse for file
- Select file
- Click open
- If error “ The file “Updater.006” could not be opened. (Not Found), clicking OK will bypass this.
- Match your file’s Source fields with the SCI’s Target fields, using the double headed arrow to move the Target fields up and down. If needed, clicking on the right facing arrow will enable (arrow present) or disable the mapping (thin line).
- Click Import
- Click on Import again
- Click OK
- Click OK again
- Verify data matches fields
- Click Correct Continue
- If there is any data in the system that was NOT present in your current import, you will be prompted to select the data for deletion. Clicking Done, without selecting any data will cause no deletion to occur.