Module 2 - Introduction and Overview

Video Summary

This video provides an introduction to Module 2: People and Forms in ClassReach.

It explains:

• How User Roles and People data works

• How different form types relate to one another

• How the People page is organized for managing families and individual users.

   

• There are three ways to add people to ClassReach:

  - Import: best for initial setup when a school already has existing data.  You complete a spreadsheet and submit it to ClassReach Support for import

  - The Application: ideal for collecting family, guardian, and student information directly from users.

  - Manual entry: useful for staff, teachers, and admins, or anytime records need to be added individually.

   

• For initial setup, schools should keep people data simple.

  - Start with the standard information that ClassReach already provides.

  - Add more fields later as needs become clearer.

• ClassReach has four User roles:

  - Admin

  - Teacher

  - Guardian

  - Student

  - A single user can have multiple roles, but assigning the student role to teachers or admins is not recommended.

  - Admins have access to the People page, which is a key difference from other roles.

  - This page is used to view and manage family and individual records.

  - Teachers may see parts of it, so visibility settings should be considered carefully when configuring forms.

• People forms are divided into two form types:

  - Info forms: the master template that stores data for users.

  - Profile forms: the filtered version of that data that users see about themselves.

  • Profile forms allow users to view and/or edit their data.

     

• • Some information may be visible but not editable, such as emergency contacts or authorized pickups.

• Application forms: used to collect and update people data during admissions or onboarding.

• Custom forms: flexible forms for updates, payments, surveys, donations, inquiries, and more.

• The People page is organized around families and users.

  - Families appear first, followed by individual users.

  - Admins can search records, open family or individual profiles, and perform actions such as resending welcome emails or archiving users.

  •  Family pages can also include editable custom tabs such as General, Contacts, and Medical.

     

    Tabs on the People page include both built-in and custom pages.

    - Built-in tabs cannot be edited.

    • All users have a Basic tab.

       

    • Students and teachers also have a School tab.

       

    • Students additionally have a Transfer tab.

    - Custom tabs can be added and customized.

The next video - Adding a User and Family