Updating Family Address

If a family moved from one physical address to a new physical address, the Family tab group of the Student Profile enables you to move the family to the new address while retaining a record of the previous address. If the student has one or more guardians employed at your organization, their address cannot be moved and must be updated through Human Resources (HR).

Scroll past the video to access the step-by-step instructions.

Before you begin

Audio Transcript

You can update physical addresses for families in your organization if they've recently moved to a new home. This helps keep your records up to date and ensures that any mail sent arrives at the appropriate address. To begin, we'll navigate to the Student Profile feature within the Student module. After verifying that we're in the correct student profile, we'll select the Family sub-tab within the Family tab group. For our example, Dorothy and her mother no longer live at the address we currently have on file. Let's select the drop-down icon under the Family 1 Information and choose Move Address. Here, we see a list of the names that will be moved from this current address. If there are other families living at this address who will also be moving, we would check the box to move those additional names to the new address. Since this is not the case, we'll simply click Next. We need to enter the new address that they will be moving to. The Address Type defaults to USB – US Street Based and can be left as is since their address is located in the United States. Their new address has a Street Number of 1414. Let's enter that information. They also have a Directional Code of East that can be specified now. The name of the street they now live on is Keeper Road. Let's enter that now. No secondary address information is needed for this address, so we'll leave those fields blank. We can enter the city this new address is located into the corresponding field. The State field defaults to the state the system is based in, but can be changed if necessary. Let's enter the ZIP Code associated with this address. This is the five-digit numerical code added to a postal address to assist in sorting mail. We have the option to specify the County and Township this address is located in if we'd like. For our example, this address is located within Orbit Creek Township of Cook County. Latitude and longitude information can be entered if we'd like to keep track of the degree measurements of the address's distance from the equator and prime meridian. The GEOID indicates the location of an address through the use of a 12-digit ID number assigned by the United States Census Bureau that is a combination of values in a set order. This order includes the two-digit state number, three-digit county number, six-digit census tract number, and a one-digit block group number. If we'd like to keep track of this information as well, we can enter that in now. Let's click Save & Continue. Under the Address Details heading, we'll verify the address types are checked. Since this new address will become the first address attached for this family, all these options are checked and cannot be modified. Let's save our work. Updating family addresses is an easy process that helps ensure your organization has the correct address information in case a family moves from one address to a new address.

You can update physical addresses for families in your organization if they've recently moved to a new home. This helps keep your records up to date and ensures that any mail sent arrives at the appropriate address. To begin, we'll navigate to the Student Profile feature within the Student module. After verifying that we're in the correct student profile, we'll select the Family sub-tab within the Family tab group. For our example, Dorothy and her mother no longer live at the address we currently have on file. Let's select the drop-down icon under the Family 1 Information and choose Move Address. Here, we see a list of the names that will be moved from this current address. If there are other families living at this address who will also be moving, we would check the box to move those additional names to the new address. Since this is not the case, we'll simply click Next. We need to enter the new address that they will be moving to. The Address Type defaults to USB – US Street Based and can be left as is since their address is located in the United States. Their new address has a Street Number of 1414. Let's enter that information. They also have a Directional Code of East that can be specified now. The name of the street they now live on is Keeper Road. Let's enter that now. No secondary address information is needed for this address, so we'll leave those fields blank. We can enter the city this new address is located into the corresponding field. The State field defaults to the state the system is based in, but can be changed if necessary. Let's enter the ZIP Code associated with this address. This is the five-digit numerical code added to a postal address to assist in sorting mail. We have the option to specify the County and Township this address is located in if we'd like. For our example, this address is located within Orbit Creek Township of Cook County. Latitude and longitude information can be entered if we'd like to keep track of the degree measurements of the address's distance from the equator and prime meridian. The GEOID indicates the location of an address through the use of a 12-digit ID number assigned by the United States Census Bureau that is a combination of values in a set order. This order includes the two-digit state number, three-digit county number, six-digit census tract number, and a one-digit block group number. If we'd like to keep track of this information as well, we can enter that in now. Let's click Save & Continue. Under the Address Details heading, we'll verify the address types are checked. Since this new address will become the first address attached for this family, all these options are checked and cannot be modified. Let's save our work. Updating family addresses is an easy process that helps ensure your organization has the correct address information in case a family moves from one address to a new address.



  1. Select Menu > Administrative Access > Student.
  2. Select Student Profile under Features.

    You see the Student Profile for the first student listed alphabetically in the entity or for the last student whose profile you had open.

  3. Verify you are in the correct Entity and school year by checking the information at the top left of the screen.
  4. Begin entering the student's name in the Student search field near the top left of the screen.

    Students with similar names appear in a drop-down list. If necessary, continue entering more of the student's name until it appears in the list.

  5. Select the student from the drop-down list.

    You see the Student Profile for the student you selected.

  6. Select the Family tab group at the left of the screen.
  7. Select the Family sub-tab.

    You see existing guardians, family information, and any siblings of the student.

  8. Under the Family Information heading, click the drop-down icon to the left of the address the family is moving from.

    You see the Record Options drop-down menu.

  9. Select Move Address from the menu.

    If the family has multiple addresses for different address types, you see the Select an Address screen. Continue to the next step.

    If the family has one address for all address types, you see the Move Address screen. Skip to step 12.

  10. Highlight the address you wish to move the family to.
  11. Click Use Selected Address near the top left of the screen.

    You see the Move Address screen.

  12. Complete the appropriate fields.

    Required fields are identified with an asterisk. You must complete required fields before you can save your work.

    1. Under the Names To Be Moved heading, verify the names to be moved are correct.
    2. Under the Move Details heading, check the box for Move Additional Names at Address if appropriate.

      If there are other families living at this address who will also be moving, you would check the box to move those families to the new address.

    3. Under the Additional Names At Address heading, verify the names for the address are correct.
    4. Click Next near the top left of the screen.

      You see fields that enable you to enter the address details.

    5. Under the Address Details heading, enter the new address for the family.

      The fields you see may change based on the Address Type code you select.

      Under the Search Results heading, you see addresses that match the information you are entering.

    6. Choose one of the options to continue updating an address.
      OptionDescription
      Save & ContinueThis option is located near the top left of the screen. You should choose this option after entering a new address.
      Select AddressThis option is located under the Search Results heading to the left of the address. You should choose this option if you see the address you wish to update.

      You see options to configure the address types.

    7. Verify the boxes for the correct Address Types are checked.
      The boxes you can verify include:

      If the box for Enforce Address Range Defaults is checked in the District Configuration of the Demographics module, continue to the next sub-step.

      If the box for Enforce Address Range Defaults is not checked in the District Configuration of the Demographics module, skip to step 13.

    8. Click Next near the top left of the screen.

      You see information that indicates whether overrides are required for the desired address.

    9. Enter the Permit or click the Down Arrow icon to choose from the drop-down list.
      This field only displays if the box for Enforce Address Range Defaults is checked in the District Configuration of the Demographics module, and if you selected an address that is outside of the address range default for the school.
  13. Click Save near the top left of the screen to save your work.

    You return to the Family sub-tab of the Student Profile.

Result(s)

You have successfully updated the address.