Student Profile Tab

details this section includes the student’s personal and contact info, such as their name, email, address, phone number, and date of birth any custom fields added to a section will appear at the bottom of the section admin this section includes administrative fields like location, assigned advisors docid\ sqi6ayndehvsr76ke7p2e or agents, fee classes docid\ aposlkedpymk bqate8y1 , and organizations docid\ ahyavur81olboyaxsljqm you can also track communication consent (with buttons to manually opt in or send a consent link), mark a student as international , and configure hour clock and base hours settings any custom admin fields will appear at the bottom other this section tracks lead related data like source, provider, and tags docid\ rkboicokobmps4vctllhx , along with expected program details and revenue projections it also shows the latest contact activity—when and how the student was last contacted, and by whom custom fields assigned to this section appear at the bottom compliance this section only appears for ontario schools that have requested compliance tracking it allows institutions to record required data like visa status, funding details, accommodations, and transfer information for regulatory reporting if you're a school in ontario and are interested in enabling this feature, please contact support\@ampeducator com mailto\ support\@ampeducator com to learn more custom this section displays any custom fields that have not been assigned to a specific section of the student profile initially, all custom fields appeared here by default, but you now have the flexibility to organize them into other relevant sections (such as details, education, or emergency) when setting them up user the user section contains login and access details for the student portal docid 1gviydkhg8khufxhnahxl by default, the username is the student’s id, but you can change it if needed each student is also assigned a software email , which is used for internal system communications you can view the student’s last login date and time, update their account status, and assign location access if your institution has more than one location you can manually change a student’s login password if needed using the change pass button if two factor authentication (2fa) has been enabled for the student, you’ll see its status here and have the option to disable it if necessary education this section allows you to record the student’s educational background when you check a box, such as post secondary one , additional fields will appear so you can enter more detailed information emergency this section is used to store up to two emergency contacts for the student it's important to keep this information up to date in case the institution ever needs to reach someone quickly on the student's behalf employer this is where a student’s employers will be listed once added this section is useful for tracking employment details for programs that include co op, work placements, or where employment history is required for admission, immigration, or visa documentation note if an employer is responsible for covering tuition or fees, that setup is managed under organizations docid\ ahyavur81olboyaxsljqm from there, the employer can be added to invoices and billed directly to add a new employer, click new employer a pop up will appear where you can enter details such as the employer’s name, address, contact info, position, start date, salary, and whether it’s their current employer click add employer to save the information status this section shows a history of the student’s status updates the default options include active , graduated , and inactive you can configure additional statuses under status docid\ ksslf d6 0rjjzol4fxxv to match your institution’s processes to create a new status entry, click the new status button a modal will appear where you can choose a status from the dropdown menu and optionally add a note maintaining a clear status history helps track a student’s progression over time and ensures consistency across departments holds this section displays any holds currently applied to the student’s account holds can be configured to trigger automatically based on a student’s academic performance , attendance , or account balance to learn more about managing these settings see holds docid\ cpvixxu9tno1rjdybijzs you can also manually add a hold from this section click new hold and fill out the form by selecting a hold date , choosing a hold type (such as academic, attendance, or financial), and optionally entering hold notes you can also check email notification if you’d like the student to be notified active holds may restrict actions like registration, transcript requests, or graduation until they are resolved to remove a hold, simply click the clear hold icon next to its status label notes this section is used to add internal notes about the student notes can help track important updates, observations, or decisions related to the student that may not be reflected elsewhere in their profile note revisions can be viewed by expanding the + icon click new note to open a simple text box modal where you can enter and save your note once saved, each note will display the last modified date , the user who entered it, the revision number , and the note content you can edit an existing note at any time by clicking the edit note icon beside it—this allows you to update or add to the note as needed notes are only visible to staff and are not shared with students contracts contracts are more detailed and customizable, so they’re covered in a separate article this section is where you can view, send, and manage contracts associated with the student, including digital signatures, fees, and other required information see student contracts docid\ atmgtaxlr1yx2yufge es for full instructions documents the documents section allows you to upload, organize, and manage files related to the student this includes things like transcripts, id copies, and other supporting documents see student documents docid\ xdrsio3dyo7prcdkl n9l for detailed steps on uploading and organizing files forms his section displays any forms that have been submitted by or assigned to the student forms can be used for applications, declarations, surveys, and more see student forms docid\ sowrnerhzzy5g3tzizkxk for detailed guidance on creating, assigning, and reviewing forms groups this section displays any groups the student belongs to groups docid\ lirbic71abgfbp uhorhz are useful for organizing students by shared characteristics such as program type, enrollment track, or support needs (e g , international students, program100, or cohort a) click add to group to open a modal where you can select a group from the dropdown list if the group includes scheduled events , you can choose to send an invite to the student upon adding them each group listed will show its name , description , and number of members , and you can remove a student from a group by clicking the remove from group icon next to it reports this section displays any custom reports that have been generated specifically for the student to learn more about setting up and using custom reports, see custom reports docid\ ri63penlgp0wlvvbpfq8j