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Student Maintenance: Addresses

Overview

This is the third of seven accordion bars in Student Demographics. Addresses are displayed differently than Core Trillium, including the ability to Display Past Addresses (upper right). The display-only main screen shows you the Address Summary. To see complete Details (and edit them if you have rights), Click Edit, which brings you to the Edit Addresses form. Before we explain that, we should note that if you use Street Perfect, we have additional information on that.

  • You must assign a Priority to each address. It is not necessary to start at 1, but the lower the number, the greater the Priority. Priority is set within the various Types; you can have No. 1 Home address, and a No. 1 Mailing address. You cannot have two No. 1 Home Addresses. The primary purpose is to establish the order in which users should access the addresses.
  • We still use Preferences set in Core Trillium to populate City, Province, and Country. Most users will only have to choose a City from the picklist and manually enter Students' postal codes.picklist and manually enter Students' postal codes.
  • If the Student you're editing needs a Street not already stored on your data, Click New Street, which you will only see if you have proper Security.
  • If you Click Add to input a new or second address for a Student, you may see new icons far to the right of the Address Summary in the top of this form. Hover over them to learn more.
    • A red triangle brings warning messages which would keep you from saving an Address
    • A black triangle brings information-only messages.
  • Although our software allows you to Delete addresses, many Boards prefer their users set an End Date when you know your Student will be moving. 

Note: This is also important for OnSIS reporting; every student must have a valid home address.

  • When you Save a Student's Address change, you'll receive a pop-up window asking whether you wish to save the same change for Siblings/Contacts. If you do, Select them and  Click  Ok.
  • Select an Address and Click Copy  if you wish to Copy an address to a Student's Contact(s)

New, Old Addresses

  • If you're end-dating an old address and adding a new one at the same time, we display the Same Address pop-up window so you can update cohabiting contacts and siblings. Add your new address in the top portion of the pop-up. End-date the old one in the bottom portion. You have to make a selection in both parts of the pop-up to Save Changes.
  • Addresses list

    1.  This is the list of active addresses defined for the selected student.
    2.  Use Display Past Addresses checkbox to display end-dated addresses;
    3.  Click Edit to maintain student address(es).

Edit Addresses pop-up

Use this pop-up to add, update and/or delete addresses for the selected student;


Pop-Up controls 

Address Format

Select the format of the student addresses, different fields may be displayed to accommodate the selected format.

Address Type 

Select the address type from the picklist. Address types classify addresses into categories.

Priority

Use this field to order the student's addresses of the same type. Our system uses this field to be able to identify which address to select when the student has more than one active address of the same type. The system will select the one with the highest priority. For example: If the student has two active home addresses with priorities 3 and 4, respectively.  On a report or when extracting a student home address, the system will pick the address with the highest priority (3).

Start Date 

Enter or select the date on which this address takes effect. When you add a new address, this field defaults to today's date. However, the Start Date can be set to a future or a past date.

End Date

Enter or select the date on which this address is no longer valid.

Number

Enter the street number (e.g., 104). If there is any alpha indicator (e.g., 104 A), enter it in the Qualifier field next to it.
For rural addresses, you can enter a designated 911 locator code.

Qualifier

Used to hold alpha characters that may be attached to the street number.

Street

Type the street name and select the street from the list of streets displayed as you type. The streets that appear on this list were previously populated in the Jurisdiction/Streets validation table. If the street is not listed, Click Add, to add a new street for the jurisdiction selected. Note: This function may not be available to your school, depending on how your Security was set up.

Unit Type

Specify the type of unit, if applicable, such as Apartment (Apt) or Suite (Ste). A list of these types is maintained in the Unit Types validation table.

Unit Number

If Unit Type was selected, identify the specific unit as assigned by the building. When the unit identifier is a number, present it in a numeric format (e.g., Apt 2).

Site

In many rural areas, extra address information could include Site, Compartment, Group or Box. These should be included as part of the address. Enter the site number, if applicable.

Compartment   

Enter the compartment number, if applicable.
This field is only applicable and visible if Rural address format is selected.

Group

Enter the group number, if applicable.
This field is only applicable and visible if Rural address format is selected.

Box

Enter the box number, if applicable. This is not to be confused with a P.O. Box, which, if present, is identified in the Delivery Type field.
This field is only applicable and visible if Rural address format is selected.

Delivery Type

This designator identifies the type of delivery service, which can be selected from the picklist. Examples include General Delivery, Post Office Box and Rural Route. The types available are listed in the Delivery Type validation table.

Delivery No.

If a Delivery Type is selected, a number must accompany it (with the exception of General Delivery). For example, if a student lives in Rural Route number 3, "RR 3" will appear on the printed address.

Installation Type 

The Installation Type is an optional element in rural areas with more than one Canada Post installation. Options include Community Mail Center, Post Office and Retail Postal Outlet. The types available are listed in the Installation Type validation table.
This field is only applicable and visible if Rural address format is selected.

Installation No 

If any Installation Type is selected, it must be accompanied by a number.
This field is only applicable and visible if Rural address format is selected.

City/Town

Select the name of the city or town from picklist. This list is maintained in the Jurisdiction/Streets validation table, where streets are mapped to jurisdictions.

Township

Select the township from the picklist. This is an optional field that appears in both civic and rural addresses. The information entered will not appear on any printed data. This list is maintained in the Townships validation table. Township does not print on reports.

Province/Sate

Select the province from the picklist. The types available are listed in the Province/State validation table.

Country

This field defaults to "Canada."

Postal/Zip Code 

Enter the Postal Code for the address.

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