Contacts toolbar

The Contact toolbar contains functions for the management of contacts.

Toolbars are:

Add Communication

Edit Communication

Delete Communication

Export Contact Log

Add communication

The add communication function allows details of any communication regarding the student placement to be recorded.

To add a communication record:

1.	Click on the Add Communication icon

2.	Complete the details as required.

3.	Documents may be attached by using the upload attachment icon

4.	Template report types include Student, Student Safety Certificate, Parent, Work Placement, Employer, Employer Risk Assessment

 

5.	Once an attachment has been uploaded, it may be deleted using the Delete icon after selecting the Edit communication icon

Edit communication

The edit communication function allows the communication details to be edited.

To edit the communication:

1.	Select the Communication record from the Contacts list

2.	Click on the Edit Communication icon

3.	Enter the communication details to be recorded

4.	Click on OK to add the communication record or Cancel to exit without saving

Delete communication

The delete communication function will remove a selected communication row.

To delete a communication record:

1.	Select the communication record from the Contacts list

2.	Click on the Delete Communication icon

3.	The following warning will appear

4.	Click on Yes to delete the communication or No to cancel and retain the communication

Export contact history

The export contact history function will export the contents of the contact log to an Excel spreadsheet.

To export the work placement contact log:

•	Click on the Export icon

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