Creating General Addresses

In this guide you will be shown how to setup General Addresses, and add them to a Student' profile. General Addresses are for any contacts that can be applied to more than one Student. For example, you may wish to record details about local doctor's surgeries, local schools/colleges and local companies for work experience. 

How to setup General Address Types

1. Navigate to Administration > Standard Values > General Values > General Address Types. 

2. This will show address types already setup on your Databridge. To add a new address type, click Add Address Type.

3. Enter a name for the General Address Type. If required you can also add the Sub Value Header. For example, for GP you could set this as 'Services' such as a Pharmacy or Therapy to indicate that the sub values are going to be the various services the practice offers. Click Save when the fields are complete. 

4. You have now setup your general address type. If you added a sub view, when clicking on your address type, you will see this on the right hand side of the tab. 

How to setup General Address Contacts

1. Navigate to Administration > Standard Values > General Values > General Addresses. 

2. Add a new general address by clicking the New General Address button. At the top of the tab, there are three fields to complete:

Site - Select the site for the general address (this is only applicable if your Databridge is setup with multiple sites).

Address Type - Select an address type from the dropdown list, such as 'GP'. 

Name - Enter the name associated with the address. For example, 'GP practice name'. 

Once these have been added, it is important to click Save. Clicking Save will allow for you to then move on to the Address Details in the tabs below. 

3. Using the tabs, you can add: 

Address - Enter the details of the physical address and contact details. 

Contacts - Here you can add an individuals contact details. For instance, you may have several student's with the same GP Practice attached as a General Address. Under the Contacts tab, you can add the individual Dr that each Student may be registered too. 

Tracking - Record interactions, including type, contact person, and related Student (if applicable).

Documents - Upload documents and set an optional expiry date. 

Once complete, click Save.

Using General Addresses as a Contact

1. Navigate to Student > Find Student > 'Student' > View Student. 

2. Select the Contacts tab and click Add General Address Contact. 

3. Clicking Add General Address Contact will open a window where you can select the address / contact you wish to add. 

Firstly, using the Address Type dropdown, select the address type, for example GP. Depending on your selection from the Address Type dropdown, it will populate the Address dropdown. For example, if GP is selected, you will now be shown a list of GP addresses. Once you have made your Address selection, a new dropdown will appear labelled Contact. All contacts attached to the address selected will now appear here. Once you have populated all 3 dropdowns, click Add. 

4. The contact will now show in the list of contacts on the Student's Contacts tab.