Add a Pupil

Use the Add Pupil tab in the Pupil Manager module to add pupil records to iSAMS. This is useful if you have not imported pupil data from a previous management information system. It is recommended that you use the Admissions module to add new applicant records.

A wizard guides you through the stages required to create a pupil record. The stage you are working on is highlighted on the right hand side of the screen to help you:

Stage 1: General Pupil Details

To add a pupil record in the Pupil Manager module, follow the steps below:

1. Select the Add Pupil tab to display stage 1 of the Add Pupil Wizard:
   
2. Complete the Core Details section with the pupil's name. Some fields are completed for you to save time.
3. Complete the Name Details section. Some fields are completed for you to save time.
4. Select 'At School' from the System Status drop down list. This indicates that the record is for a current pupil. Records marked 'Not Yet Arrived' are saved as applicants. Use the Admissions module if you want to add new applicant records.
5. Click Next.

Stage 2: Administrative Details

An example of stage 2 of the Add Pupil Wizard is shown below:

To complete stage 2 of the Add Pupil Wizard, follow the steps below:

1. Complete the School Details section:

   Field	Explanation
   Year Group	Select the current year group for the pupil.
   Form	Select a form group for the pupil.
   Peg Number	Enter the pupil's classroom or changing room peg number.
   Status	Select the pupil's boarding status from the drop down list.
   Personal Tutor	Select a Personal Tutor for the pupil.
   Boarding House	Select a Boarding House, if required.
   Academic House	Select an Academic House for the pupil.

2. Complete the Admissions Details section, the fields are explained below:

   Field	Explanation
   Registered Date	Select a registration date for the pupil, this is the date that registration documentation and fees have been received by your school. This defaults to today's date.
   Verification	Select the identification documents which have been verified for the pupil.
   Entry Type	Select the entry status of the pupil, this is for information only. In most cases select 'New Student' here.
   Enrolment Date	Select an enrolment date. If you have chosen to activate the auto enrolment function, the pupil is automatically enrolled on the date you select here.
   Enrolment School Year	Select the academic year that the pupil is enrolled in your school.
   Enrolment NC Year	Select the year group that the pupil was first enrolled in your school. This may differ from the Year Group selected in the School Details section if you are adding backdated pupil records to iSAMS.
   Enrolment Term	Select the term that the pupil is enrolled in your school.
   Enrolment Form	Select the form group that the pupil joined when enrolled in your school. This may differ from the Form selected in the School Details section if you are adding backdated pupil records to iSAMS.
   Previous School	Select the pupil's previous school from the drop down list. This is linked to the Other Schools module where you can run reports on the information selected.
   Previous School Type	Select the pupil's previous school type from the drop down list. This is linked to the Other Schools module where you can run reports on the information selected.

3. Click Next.

Click  next to a field to add a new option to the drop down list available. This is available for selected fields throughout the Add Pupil Wizard.

Stage 3: Personal Pupil Details

An example of stage 3 of the Add Pupil Wizard is shown below:

To complete stage 3 of the Add Pupil Wizard, follow the steps below:

1. Complete the Personal Details section, using the fields and drop down lists available.
2. Click Next.

Click  next to a field to add a new option to the drop down list available. This is available for selected fields throughout the Add Pupil Wizard.

Stage 4: Address and Contact Details

An example of stage 4 of the Add Pupil Wizard is shown below:

To complete stage 4 of the Add Pupil Wizard, follow the steps below:

1. Select Yes in Add Contact Details to activate this stage of the wizard.
2. Select Yes in the Siblings drop down list if the pupil you are adding has siblings. You have the option of listing the sibling group in age order. Any contacts listed for the selected sibling are displayed in Current Pupil Contacts at the bottom of the screen.
   Once you make your selection in the Siblings drop down list the Add New Contact box is displayed once.
3. Either:
   • Check the Add New Contact box to add parent and guardian contact details. The Student Contacts window is displayed.
     or

   • Uncheck the Add New Contact box if you want to add Student Contacts at a later date. See Stage 5: Finish Adding a Pupil.

Stage 5: Finish Adding a Pupil

To complete the Add Pupil Wizard, follow the steps below:

1. In stage 4 of the wizard, click Next.
   You are prompted that the Pupil Creation Wizard is finished. The pupil is allocated a School ID number and is listed according to status under the appropriate tab: Current Pupil, Applicant or Former Pupil.
   An example of a pupil record is shown below:
   
   The pupil's School ID number is shown in brackets above General Pupil Details.
2. Click Add another pupil to add more pupil records using the wizard.