Family Sort Order
Due to some students having multiple families, there may be times when you must change the order in which those families display in the system. As you enter the families, the system assigns a Family Number. The first family you enter for the student will be Family 1, and the second family will be Family 2. Family 1 indicates the student's primary family and represents the family with whom the student resides the majority of his or her time.
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Audio Transcript
Today I'm going to show you how to update the order of the families that display for a student. To do this, we're going to navigate to the Student module and to the Student Profile. Once we have selected the student that we would like to update the guardians for we can then select the Family tab. From here, we can select the Family sub-tab. In order to reorder families, we are going to select Reorder Families. There are two different ways that you can update families within this box. One, is by selecting the family that you would like to move, clicking it, and dragging it to the position you would like it in. You can also use the arrows, selecting up and down to put the family within the order you would like them in. Once you have the families in the proper order that you would like them in, you can select Save. Whatever guardian displays within the family 1 guardian area is the family that the student is considered to live with most of the time. And that's all you have to do to reorder families.
Today I'm going to show you how to update the order of the families that display for a student. To do this, we're going to navigate to the Student module and to the Student Profile. Once we have selected the student that we would like to update the guardians for we can then select the Family tab. From here, we can select the Family sub-tab. In order to reorder families, we are going to select Reorder Families. There are two different ways that you can update families within this box. One, is by selecting the family that you would like to move, clicking it, and dragging it to the position you would like it in. You can also use the arrows, selecting up and down to put the family within the order you would like them in. Once you have the families in the proper order that you would like them in, you can select Save. Whatever guardian displays within the family 1 guardian area is the family that the student is considered to live with most of the time. And that's all you have to do to reorder families.
If families were added in the wrong order or the student changes his or her living arrangements, you may need to reorder the families. For example, Family 2 should become Family 1 and be designated as the primary family. You can do this by navigating to and selecting Student Profile under Features. Verify the correct student is selected at the top left of the screen, then select the Family tab group and the Family sub-tab. From here, you can click Reorder Families near the top right of the screen. Then, you can drag and drop the families into the appropriate order.