Setting up Parent Records Video

This video provides a comprehensive walkthrough of setting up the Parent Records module in TASS.web, guiding administrators through the key configuration steps that underpin how parent information is structured, stored and managed across the system. It covers configuring school‑wide parameters, defining parent code formats and auto‑numbering, setting up address blocks and communication rules, and controlling which address details parents can view or update via Parent Lounge. The video also explains how to configure school sections, occupations, parent note categories and user‑defined fields, highlighting best‑practice recommendations and where to use online help to ensure parent data is accurate, flexible and aligned with your school’s operational and communication needs.

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00:03 – Overview of setting up Parent Records in TASS.web
00:13 – Accessing Parent Records Setup and online help
01:15 – School tab: defining school structure and year groups
02:41 – Parents tab: parent codes and auto‑numbering
03:55 – Configuring address blocks and defaults
04:55 – Recommended address block setup and communication rules
06:03 – Managing address visibility and updates via Parent Lounge
07:16 – Creating and managing address blocks
08:11 – School sections and assigning year groups
09:28 – Occupations setup
10:13 – Parent note categories
10:49 – User‑defined fields for parent records
12:01 – Initialising user‑defined fields and final notes

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