1.5.4 Add New Student

Modified on Fri, 25 Feb, 2022 at 4:41 PM

1.5.4 Add New Student Getting Started Checklist:

  1. How to Add New Student
  2. How to check for Duplicate Student

1. How to Add New Student


To add New Student to ampEducator you use the Green Button labelled "New Student" above the Student List. 

2. How to check for Duplicate Student


This launches a new modal window to allow you to create a Student record with the minimum required data. While typing you may discover that ampEducator is checking for Duplicate records on demand. If no duplicates are shown, Click Add at the Bottom Right after filling out required fields. The next screen shown will be the complete Student Profile.



Technical Guide 1.16 Add New Student


1.16New StudentThis is the Green Button above the Prospect List. It is the quick entry screen for Adding a Prospect that allows you to create a Prospect record with the minimum required data. Click Add Prospect at the Top Right after filling out required fields.
1.16.1TitlePulldown to Select Title (if required)
1.16.2NameampEducator will use spacing to determine First Middle Last Name.
1.16.3EmailEmail must be unique to each Prospect or Student.
1.16.4PhoneCan be set to be required.
1.16.5Select the Date of Birth for the Student
1.16.6DuplicatesAs characters are entered into Name, Email and Phone ampEducator will match existing records with the data and present possible duplicate record count. Click this box to view the duplicates found. Note: Middle Name is skipped ie. if searching for "John William Smith" enter "John Smith".
1.16.7Auto Student IDAutomatically assigns Student ID from next available ID
1.16.8Enter Manually > Student Assigned IDManually enter an ID for the Student or generate form the Magic Wand from next available ID.
1.16.9LocationSelect the Location of the Prospect.
1.16.10AdvisorAssign an Advisor.
1.16.11StatusSelect Student Status.
1.16.12Lead SourceAssign a Lead Source to this Prospect. To create Sources See - (3.9.8).
1.16.13Interested InAssign multiple Interested In for the Prospect. See - (3.9.3)
1.16.14TagAssign a Tag to this Prospect. To create Tags See - (3.9.9).
1.16.15Email Login InfoEmails the Student login instructions to the Student Portal.

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