Move a Mother or Father to a New Parent Record (Complex Split)

You would move either the father or mother from an existing TASS parent record to a new parent record to create a Complex Split. Refer to the 'How to handle split family arrangements' guide for a detailed definition.

You then use the Addresses & Communication Rules tab on the student record (for each child in the family) to define:

The parent/guardian addresses from both the original and additional parent records that teachers will see when using Staff Kiosk.
The parent/guardian addresses from both the original and additional parent records that teachers will be able to use for communication for each student in the family when using Staff Kiosk.
The parent/guardian(s) from both the original and additional parent records that the student lives with
The parent/guardian(s) from both the original and additional parent records who is to be the emergency contact.
The parent/guardian(s) from both the original and additional parent records who will receive correspondence generated out of TASS.web.
The parent/guardian(s) from both the original and additional parent records who will receive SMS notifications for student absentees (if enabled at your school).

The 'Move' option on the parent record is only available once 'Communication Rules' have been enabled. Refer to the 'Setting up Communication Rules' guide for further details of this process.

This guide assumes that your school's address block structure adheres to the recommendations specified in the ‘Setting Up Parent Addresses in TASS.web’ guide.

Step	Menu Path	Task / Details
1		Determine if the 'Mother' or 'Father' is to be moved from the original parent record to an additional parent record. The original parent record is the one with the existing school fee account. Therefore you should move the person who is NOT responsible for the existing school fee account to the additional parent record. The school fees account, including historical transactions, cannot be transferred. Therefore take care when deciding which parent is to be moved to the new parent record because the school fees account belongs to the original parent record. Once the additional parent record has been created you can then incorporate a split billing arrangement if required. This is the first step in changing a Nuclear or Simple Split family to a Complex Split family. This guide uses the example of: leaving the father as the original parent record moving the mother to the additional parent record. Therefore if the 'Move' that you are undertaking is the other way around, you need to make the appropriate adjustments when following the steps.
2	TASS.web Student Admin > Parent Records > Parent Information > Parents	On the parent record, use the 'Children Details' section on the 'General' tab, click the 'Edit' link in the 'Action' column to access each student's record. Set the 'Multi Parenting Arrangements' field on the 'General' tab to 'Yes' for all students who belong to this family. To return to the parent record from the student record after setting the flag, go to the 'Parents' tab and click on the 'Edit' button. Don't use the back button in your browser or you will get a record lock. Alternatively, you can use program Student Records > Student Information > Students directly.
3	TASS.web Student Admin > Parent Records > Parent Information > Parents	Check that the 'Mother' and 'Father' details on the 'General' tab are correct. You need to have both 'Mother' and 'Father' names for the 'Move' link to become active.
4	TASS.web Student Admin > Parent Records > Parent Information > Parents	Check and if necessary, modify the following parent addresses: Correspondence: 'Parent Name' to reflect the father only. E.g.: Change from: Mr & Mrs EP Clark to Mr E Clark Address, phone number, salutation and e-mail details should also be for the father only. Father: Check and if necessary modify the address links so that they link back to the Correspondence Address. Check and if necessary enter 'Parent Name' and 'Salutation' for the father. Mother: Remove all address links. 'Parent Name' to reflect the mother only. E.g.: Mrs P Clark Address, phone number, salutation and e-mail details should also be for the mother only. Check that the details in the Residential and Billing address blocks correctly reflect the mother's situation. Save these changes.
5	TASS.web Student Admin > Parent Records > Setup Information > Parent Lounge Setup	Remove the 'Split Family Access' arrangement for this parent code.
6	TASS.web Student Admin > Parent Records > Parent Information > Parents	Click the 'Move' link next to the 'Mother' name on the 'General' tab. You will be directed to a screen titled: 'Parent – Move [mother name] to a New Parent Record'. E.g.: 'Parent – Move Pamela Clark to a New Parent Record'. Review and adjust the details for this parent click 'Save'.
7	TASS.web Student Admin > Parent Records > Parent Information > Parents	Reload the original parent record for the father. On the 'General' tab in the 'Children Details' section of the screen, use the 'Edit' link in the 'Action' column to access each student's record. On each student's record setup the appropriate rules using the 'Address and Communication Rules' tab. You will need to add the additional parent for each student where applicable (in this case the mother Pamela Clark) by clicking on the 'Add Parent' button. Alternatively, you can set up these rules directly using program Student Records > Student Information > Students.
8	TASS.web Student Admin > Parent Records > Setup Information > Parent Lounge Setup on the 'Split Family Access' tab	Add 'Split Family Access' arrangements for these parent codes if necessary. Review and adjust the access, addresses, payment methods, and student details available to the original and the additional parent codes as required. Schools can show or hide all unassigned Payment Methods to all parents in Parent Lounge. This setup is done in TASS.web program Student Admin > Parent Records > Setup Information > Parent Lounge Setup on the 'General' tab.
9	TASS.web Finance > Parent Accounts > Billing Cycle > Split Billing Accounts (optional)	If required, create a split billing arrangement between the original parent code and the additional parent code.
10	Testing (optional)	Use the 'Ghost Logon' option in TASS.web program Student Admin > Parent Records > Parent Information > Parents on the 'General' tab to access the Parent Lounge accounts and review the information available to each parent.