Give staff and faculty quick access to important student information. In a single,
accessible view, include emergency contacts, relationships, student contact information, and
enrollment data in student records. Add a relationship graph to convey students’ relationships
to households. Assign access to advisors, registrars, and faculty.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and
Developer Editions with Education Cloud
|
- Student Management App
The Student Management app consolidates important student information in a single view with three tabs.
- Set Up the Student Management App
Centralize key information in student records: emergency contacts, relationships, student contact information, and enrollment data. Streamline administrative processes and give students, staff, and faculty a better experience.
- Enable Student Management
Consolidate important student information in a single view.
- Turn On Required Settings for the Student Management App
Turn on settings required for the Student Management App.
- Required Records for the Student Management App
To work as intended, Student Management requires certain records.
- Assign the Student Management Account Record Page to Student Records
Replace the regular person account layout with the student record layout by assigning Student Management Account Record Page to the person account record type. Then assign the page to profiles for advisors and registrars.
- Customize Person Account Page Layouts
Add Contact Point Addresses, Contact Point Phones, and Contact Point Emails to the Person Account page layout. Add a dynamic related list to the Student Management Account Record Page layout to display the emergency contacts associated with person accounts.
- Show Household Information on Student Management Records
Add a relationship graph to student records to show household information. Use the graphs to view a student's household members, including parents, guardians, and siblings. You can also view the relationships between the household members.
