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Update Students




Support > Online Guides > Administrative Guide > Update Students

If your student information system (SIS) is integrated with SameGoal:

Update students:

Update SIS Student ID link

Update a student's SIS Student ID when:

directions_walk Steps

To update a student's SIS Student ID:

  1. Visit Students / create new in the left menu.
  2. Search for the student you wish to update.
  3. Visit the Basics tab.
  4. Next to the current SIS Student ID, click the change link.
  5. Enter the New SIS Student ID.
  6. Click Save.

Update Student Basics link

Each student's Basics tab contains information used on list pages:

directions_walk Steps

To update student Basics information:

  1. Visit Students / create new in the left menu.
  2. Search for the student you wish to update.
  3. Visit the Basics tab.
  4. Update the relevant information.
  5. Click Save.

Update Student Details link

Student and parent demographics entered on each student's Details tab prefill/copy into documents. If no information is entered, none will be available for document prefill/copying.

directions_walk Steps

To update student details:

  1. Visit Students / create new in the left menu.
  2. Search for the student you wish to update.
  3. Visit the Details tab.
  4. Update the relevant information. Information will autosave.

lightbulb Tip
Simply updating the Details tab for a given student will NOT automatically update any existing documents (so as to not overwrite intentional changes/additions or overwrite historical documents). However, the next time a document is created for this student, the newly updated information will be used for prefill. To update student/parent demographics in existing incomplete documents, visit the document and click the Update Student/Parent Info button (found at the top of most documents when relevant).



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