View Parent/Guardian Information

This screens allows user to view full details regarding a Student's - Parent/Guardian data.

The screen presents the data using the PASIprep View Item Template.

Secured By

Refer to Student Data Access Rules (Moved) for the security used to control access this functionality.

Common Student Elements

Identifier Subtitle	As described in the Page Title Header guideline.
Student Status Badges	See Student Status Badges for full details on the status badges that can be displayed on a student record.
Student Work Items	See Student Work Items for full details on the work items that can be displayed on this screen.

Details Tab

The Details tab is the default tab for the page.

Note: Although deleted records are not visible from the View Student - Parent/Guardian Information Tab grid, the user can still get to this screen via the Student Audit Log tab for deleted records.

Parent/Guardian Work Item Card -

Parent/Guardian Work Item card(s) will appear at the top of the View Parent/Guardian screen if a work item(s) exist for the selected record.

There is the possibility that when the screen is initially loaded a work item may be in an Out of Date status. The screen will allow up to 5 seconds for the status to become Up to Date before proceeding with loading the screen. If the status of the work item is Out of Date after the 5 second wait, the screen will display an Out of Date status message. Refer to Navigation Between Bulk List of Items and Individual Item View to review the Out of Date message.

Refer to Student Data Access Rules (Moved) for rules around viewing and editing work items in PASIprep.

Parent/Guardian Information - Data Fields

The following Parent/Guardian Information data is presented in the grid in the following column order:

Data	Description
Last Name	Preferred Last name.
First Name	Preferred First name.
Middle Name	Preferred Middle name.
Suffix	Preferred Suffix.
Type	Literal for Relationship Type Code ID.
Description	Displays additional information about the parent / guardian relationship.
Resides With?	Indicates if the student resides with the parent / guardian.
Override End Date	Displays Parent/Guardian Expiry Date Override
End Date	Read only field.Displays Parent/Guardian Expiry Date
Home Number	Displays the Home phone number of the parent/guardian. Or if Same as Student?is True: Displays the student’s phone number where the: 1. Phone Number is set to “Preferred”. 2. Phone Type is ‘Home’. 3. Expiry Date is in the future (date > today or doesn’t exist). Otherwise displays the student’s phone number where: 1. Phone Type is ‘Home'. 2. Expiry Date is in the future (date > today or doesn’t exist). 3. Has most recent Effective Date.
Same as Student?	Indicates if the Parent/guardian has the same home phone number as the student.
Email Address	Email address of the parent/guardian.
Mobile Number	Displays the Mobile phone number of the parent/guardian.
Work Number	Displays the Work phone number of the parent/guardian.
Extension	Displays the extension for the Work phone number of the parent/guardian.

Addresses

Address Format - Canadian Mailing Addresses

Address Format - United States Mailing Addresses

Address Format - International Mailing Addresses

Field Grouping	Data Field	Description
Mailing Address	Displays the mailing address block for the Parent/Guardian formatted consistently with the Data Format Guidelines for mailing address to be used for mailing. This means that the information displayed in myPass would display similarly to the data displayed here.
	Same as Student?	If Same as Student? is True, then: Display the Parent/Guardian’s Mailing address fields same as Student’s Mailing Address¹⁾.
	Same as Student?	Or if Same as Student? is False and Parent/Guardian Mailing Address Details are blank, then: Display the Parent/Guardian’s Mailing address fields same as Student’s Mailing Address²⁾.
	Address Format	Address format of the mailing address
	Country	Country of the mailing address
	Street	Street of the mailing address
	City	City of the mailing address
	Province or State or Region	Province of the mailing address(The field label used is based on Address Format)
	Postal Code or Zip Code	Postal Code of the mailing address(The field label used is based on Address Format)
	Mailing Address Location	The Mailing Address Location of the Mailing address
	map control	Google map control that allows user to view address location. The Location marker should have fixed location
Physical Address	Physical Address Details	Displays the physical address block for the Parent/Guardian formatted consistently with the Data Format Guidelines for physical address. This means that the information displayed in myPass would display similarly to the data displayed here.
	Same as?	Indicates if Parent/Guardian Address is same as one of the options selected for Parent/Guardian Physical Address Source from drop down.
		If ‘Same as?’ = ‘MailingAddress’, then: Display the Parent/Guardian’s Physical Address fields same as Parent/Guardian’s Mailing Address³⁾.
		If ‘Same as?’ = ‘StudentMailingAddress’, then: Display the Parent/Guardian’s Physical Address fields same as Student's Mailing Address⁴⁾.
		If ‘Same as?’ = ‘StudentPhysicalAddress’, then: Display the Parent/Guardian’s Physical Address fields same as Student's Physical Address⁵⁾.
		If ‘Same as?’ = ‘PhysicalAddress’, then: Display the Parent/Guardian’s Physical Address fields with last save information.
	Address Format	Address format of the physical address
	Country	Country of the physical address
	Street	Street of the physical address.
	City	City of the physical address
	Province or State or Region	Province of the physical address(The field label used is based on Address Format
	Postal Code or Zip Code	Postal Code of the physical address(The field label used is based on Address Format
	Physical Address Location	The Physical Address Location of the Physical Address
	a map control	Google map control that allows user to view address location. The Location marker should have fixed location
Reference #	The unique reference number for the record. Display only.

Physical Address Format - ATS Format

Physical Address	Physical Address Details	Displays the physical address block for the Parent/Guardian formatted consistently with the Data Format Guidelines for physical address. This means that the information displayed in myPass would display similarly to the data displayed here.
	Same as?	Indicates if Parent/Guardian Address is same as one of the options selected for Parent/Guardian Physical Address Source from drop down.
		If ‘Same as?’ = ‘MailingAddress’, then: Display the Parent/Guardian’s Physical Address fields same as Parent/Guardian’s Mailing Address⁶⁾.
		If ‘Same as?’ = ‘StudentMailingAddress’, then: Display the Parent/Guardian’s Physical Address fields same as Student's Mailing Address⁷⁾.
		If ‘Same as?’ = ‘StudentPhysicalAddress’, then: Display the Parent/Guardian’s Physical Address fields same as Student's Physical Address⁸⁾.
		If ‘Same as?’ = ‘PhysicalAddress’, then: Display the Parent/Guardian’s Physical Address fields with last save information.
	Address Format	For ATS (Address Format) Addresses the Address Format displayed must be 'Alberta Township System'.
	Country	Country of the physical address
	Street	For Address Format = ATS (Address Format), the screen opens in ATS Mode. This means the Street data field is replaced by the ATS specific address data fields:
		Meridian: Mandatory. Value will be 4, 5, or 6.
		Range: Mandatory. Value will be 1 through 30.
		Township: Mandatory. Value will be 1 through 126.
		Section: Mandatory. Value will be 1 through 36.
		Quarter Section: Optional. Value will be N, E, W, S, NE, NW, SE, or SW.
		Legal Subdivision: Optional. Value will be 1 through 16. Requires a Quarter Section value otherwise not allowed.
		Each field is a drop down window listing the allowed values that can be selected and each field is blank when the ATS Address Format is chosen.
	City	City of the physical address
	Province or State or Region	Province of the physical address(The field label used is based on Address Format
	Postal Code or Zip Code	Postal Code of the physical address(The field label used is based on Address Format
	Physical Address Location	The Physical Address Location of the Physical Address
	a map control	Google map control that allows user to view address location. The Location marker should have fixed location
Reference #	The unique reference number for the record. Display only.

* - until Physical Address for Students is gathered, the Physical Address for the Parent will be set to the Student's Mailing Address if the Same as Student? flag is set to 'Y'.

Screen Open Behaviour

Associated student phone/address information for deleted parent/guardians are not displayed.
Associated student phone/address information for parent/guardian that have an expiry date in the past are not displayed.

Action Menu Options

Action	Description	Security Requirements
Edit	Selecting this action opens the Guardian page.	“Edit” conditions described by Student Data Access Rules (Moved) must be met.
Delete	Selecting this action will invoke the Delete Parent / Guardian dialog. If confirmed, the Parent/Guardian Record will be deleted. After the parent/guardian record has been marked as deleted, the user remains on the same page.	“Delete” conditions described by Student Data Access Rules (Moved) must be met.
Undelete	Selecting this action will invoke the UnDelete Parent / guardian dialog. If confirmed, the deleted Parent/Guardian Record will be restored. After the parent/guardian record has been marked as restored, the user remains on the same page.	“Undelete” conditions described by Student Data Access Rules (Moved) must be met.

More... Menu Options

Action	Description	Security Requirements
Clone	Selecting this action opens the Guardian page.	“Create” conditions described by Student Data Access Rules (Moved) must be met.

Audit History Tab

This section contains a PASIprep Audit History Grid which lists all changes made to the Student Phone Number record. This is derived from Student Audit Events with the Audit Subject of:

SubmitParentGuardian (Audit Subject)

Data Fields

All columns are visible by default. Columns related to Update information are also included as described in PASIprep Audit History Grid. A record is included for each revision of the record and are sorted by Updated On descending.

Column Grouping	Data Field	Description
	Updated On	Displayed as per PASIprep Audit History Grid
	Relationship Type	Parent/Guardian Relationship Type
	Relationship Description	Displays Parent/Guardian Relationship Description
	Resides with?	Displays Resides With?
	Override End Date	Displays Parent/Guardian Expiry Date Override
	Last name	Preferred Last Name
	Suffix	Preferred Name Suffix
	First Name	Preferred First Name
	Middle Name	Preferred Middle Name
Mailing Address	Same as Student?	Has Same Mailing Address as Student
	Street	Street
	Address Format	Parent/Guardian Mailing Address Format Handling Null Values: 1. If the value of the Country is equal to Canada (case insensitive), then set the value of Address Format equal to Mail-CA (Address Format). 2. If the value of the Country is equal to United States (case insensitive), then set the value of Address Format equal to Mail-US (Address Format). 3. If the value of the Country does not match ‘Canada’ or ‘United States’ (both case insensitive), then set the value of Address Format equal to Mail-International (Address Format).
	City	City
	State Province	State/Province
	Postal Code	Postal Code
	Country	Country
	Latitude	Parent/Guardian Mailing Address Latitude
	Longitude	Parent/Guardian Mailing Address Longitude
Physical Address	Same as?	Parent/Guardian Physical Address Source Indicates if the Parent/Guardian has the same physical address as one of the selected option of Parent/Guardian Physical Address Source. System translates the Code Short Description to display the values on the UI based on following mapping:
		Other Address → Other Address
		Mailing Address → Mailing Address as above
		Student's Physical Address → Student's Physical Address
		Student's Mailing Address → Student's Mailing Address.
	Street	Street
	Address Format	Parent/Guardian Physical Address Format Handling Null Values: 1. If the value of the Country is equal to Canada (case insensitive), then set the value of Address Format equal to Mail-CA (Address Format). 2. If the value of the Country is equal to United States (case insensitive), then set the value of Address Format equal to Mail-US (Address Format). 3. If the value of the Country does not match ‘Canada’ or ‘United States’ (both case insensitive), then set the value of Address Format equal to Mail-International (Address Format).
	City	City
	State Province	State/Province
	Postal Code	Postal Code
	Country	Country
	Latitude	Parent/Guardian Physical Address Latitude
	Longitude	Parent/Guardian Physical Address Longitude
Home Phone	Same as Student?	Has Same Home Phone Number as Student
Home Phone	Home Phone Number	Parent/Guardian Home Number
	Email Address	Parent/Guardian Email Address
	Mobile Phone Number	Parent/Guardian Mobile Number
Work Phone	Work Phone Number	Parent/Guardian Work Number
	Deleted?	Parent/Guardian Is Deleted
	Updated By	Displayed as per PASIprep Audit History Grid
	Updated By Organization	Displayed as per PASIprep Audit History Grid
	Reference #	The unique reference number for the record. Display only.

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Each tab should be tracked as a page view in the analytics as described in the PASIprep Analytics Guidelines.

PASIprep, Functionality

¹⁾ , ²⁾ , ³⁾ , ⁴⁾ , ⁵⁾ , ⁶⁾ , ⁷⁾ , ⁸⁾

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