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Products
Admissions & Enrollment
After School Activities
API
Cafeteria & POS
School CRM
Data Analytics & AI
CMS
Donations
Enrollment Management System
Financial Aid Management
Finance & Accounting
Fundraising
Point of Sale
Scheduling
Student Information System
Summer School & Summer Camp
Solutions
K-12 Private and Independent Schools
K-12 Public Schools
Colleges & Universities
Medical Schools
Vocational and Technical Schools
International Schools
Dance and Theater Schools
Youth Programs
Why PCR Educator
Team
Knowledge Base
FAQ
Training and Support
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Customer Portal
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School CRM
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Closing the School Year Review Users
Closing the School Year Review Users
Closing the School Year Review Users
User
s that are incorrectly set up need to be corrected.
“
Staff
associated with multiple users” -
Staff
records should only be associated with a single user. The resolution depends on why there are multiple users. If one of the users is a “parent” user, then this user should be removed and the remaining user used as both a staff and parent user. If there is a duplicate staff user, disassociate the teacher from the user in the user profile.
Note
: Be careful when deciding to remove a
Staff
user as it may be associated with
DAT
queries or filters.
“Students associated with multiple users” - Students should only be associated with a single user. Choose which student user to retain and remove the other users for the student.
Parents associated with multiple users - Parents should only have a single user each. First, make sure the
Household Indicator
is correctly specified for the users. If there are still duplicates for a particular household and indicator, remove the duplicate users.
Note
: If the Parent is also a
Staff
, retain the staff user.
“Parent users with no indicator” - Make sure to specify the Household Indicator for users associated with households.
“
User
associated with Students and Household/
Staff
users” - Student users should not be associated with their parent households. Household users should not be associated with student records unless the student has a relationship of “Self” with the household. Self households occur for schools where the student applies and submits contracts instead of their parent performing those steps.
Note
: Students who are alumni should receive a new user associated with their new household record. Students typically have users with emails provided by the school. After the student graduates, they need a household user based around their personal email address information.
See also
User Profile
Staff User
Staff
User
DAT
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sales@pcreducator.com
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School Name
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Administration - Database Manager
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Finance - Business Manager
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IT - Director of Technology
Other - Parent
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Other - Volunteer
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Household
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PCR Educator School Information System is an online database engineered for schools and universities to deliver the highest level of flexibility, unique experience, transparent communication and customized design.