In Responsible Parties you can add, edit, or delete any individual who is financially responsible for a student.
The grid view will display each Responsible Party Code, Name, Active Status, and Actions.
You can print or download a list of Responsible Parties using the printer or Excel icons on the right, above the grid view.
The grid view will display the first 15 Responsible Parties by default, and any additional students will be displayed in separate pages. There is a count for how many students are available and how many are being displayed on the page out of those available. The arrows can be used to move between pages.
You can search for Responsible Parties using their Name or Code.
You can also search by toggling the Active status to All, Yes, or No. All will show All Responsible Parties whether they are active or not. Yes will show only those Responsible Parties that ARE active. No will show only those Responsible Parties that are NOT Active
To add a Responsible Party, click on the Add Responsible Party icon on the top right. Here you can add the Responsible Party’s full name and click the Active checkbox. Click Save and close to save and return to the Responsible Parties page.
The action buttons in the Action column allow you to Edit, Delete, or View a Responsible Party.
To edit a Responsible Party, click on the Edit icon under Actions. Here you can edit the Responsible Party’s full name and click the Active checkbox. Click Save and Close to save and return to the Responsible Parties page.
To delete a Responsible Party, click on the Delete icon under Actions. The Responsible Party’s name will appear for confirmation on the top left of the screen, if you wish to Delete, click Yes.
To View a Responsible Party, click on the View icon. In Responsible Party View you can see the Responsible Party’s Name, Code, Status, Responsible For Students, and Personal Information.