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1.5. Setting up School and Management Organization Contacts

Chapter 1: Setting Up Schools, Boards, and Management Organizations
> Step 1.5: Set Up School and Management Organization Contacts (if applicable)
> Step 1.6: Set Up Discussion Note Categories

Next Step(s)

Step 1.5

  1. Set up contacts in School and Management Center (on-going process)
    School contacts: (School Center > Select School > Contacts Tab > Add Contact)
    Management organization contacts: (Management Center > Select Organization > Add Contact)

Step 1.6

  1. Set up discussion note categories
    (School Center > Select School > Overview Tab > Scroll to Notes > New Topic > Category
    Maintenance)