In this lesson, you will learn to manage Family records by adding students, merging duplicates, updating names, deleting records, and flagging problem accounts.
Lesson Outline
Select each link below to review the topics covered in this lesson. Each topic will open in a new browser tab, allowing for easy navigation throughout the lesson.
| Topic | Description |
|---|---|
| Add a Student | Add a student to an existing family from within a Family record. |
| Merge Duplicate Family Records | Move information from one Family record to another to combine duplicate Family records. |
| Edit a Family Name |
Update or change a family name to ensure accurate records.
|
| Delete a Family | Permanently delete a family that is no longer needed. |
| Problem Accounts (Families) | Flag a family as a Problem Account to alert Users that the family requires special attention due to issues or concerns.
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Now it’s your turn! Put your knowledge to the test with these practice exercises.
End of Lesson Quiz
Once you have reviewed all the articles in this lesson, click the button below to take the lesson quiz. This quiz will assess your understanding of the key concepts in this lesson. Don't forget to enter your full name and either your email address or the email address provided by your supervisor to ensure that results are sent to the correct address.
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