Family Accounts

Use the Family Accounts page to search for family accounts based on the student's first or last name.

Only users with the Family Account Manager role have access to this page.

Work with Family Accounts

1. From the main menu, select Family Accounts (or Users, Family Accounts if you have access to more than one user account type).
2. To search for family accounts:
   1. Enter the search criteria.
   2. Click Find Accounts.
3. To view account details:
   1. Click the name of the account in the Accounts Found section.
   2. On the account page, you can view:
      • Details about the account.
      • In-Progress Forms in the account.
      • Submitted Forms in the account.
      • Students associated with the account.
4. To view in-progress form details:
   1. Select an In-Progress form.
   2. On the in-progress form page, you can view:
      • Student associated with the form.
      • Status of the form.
      • Started date of the form.
      • Latest Activity date of the form.
      • Snapcode of the form, if appropriate.
      • Required form fields that have not yet been satisfied and are preventing the parent from submitting.
      • Form fields that contain invalid values and are preventing the parent from submitting.
      • Validators that have not yet been satisfied and are preventing the parent from submitting.
5. To view submitted form details:
   1. Select a Submitted form.
   2. On the submitted form page, you can view:
      • Student associated with the form.
      • Started date of the form.
      • Submitted date of the form.
      • Snapcode of the form, if appropriate.
6. To reset a password, in the Manage Password section:
   1. Click Reset Password.
   2. Click OK.
7. To change a password, in the Manage Password section:
   1. Click Change Password.
   2. Enter your new password.
   3. Click Save.
8. To download the Password Change Log, click Password Change Log in the Options section. A comma-separated value (CSV) file is downloaded through your browser.

Parent Account Detail

The Parent Account Detail page displays account information, associated students, in-progress forms, and submitted forms.

The In-Progress Forms section displays dates for relevant actions, including starting the form and latest activity on the form, and displays the parent account responsible for starting the form.

The Submitted Forms section displays dates for relevant actions, including starting the form, submitting the form, and any updates to the submitted form, and displays the parent account responsible for each of these actions.

When a responsible parent account is displayed, it is shown as the account holder's first and last name. If the responsible parent account is the current in-context parent account, the account holder's name is displayed as plain text. However, if the responsible parent account is not the current in-context parent account, the account holder's name is a hyperlink that navigates the user to that other account's Parent Account Detail page.

In-Progress Form Detail

The In-Progress Form Detail page displays dates for relevant actions, including starting the form and latest activity on the form, and displays the parent account responsible for starting the form.

Submitted Form Detail

The Submitted Form Detail page displays dates for relevant actions, including starting the form, submitting the form, and any updates to the submitted form, and displays the parent account responsible for each of these actions.