Information for School Members

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Student Record format for data load

SAILS can load incoming students records for you if the school technology department will output them in an Excel file.

The file can be emailed to support@sailsinc.org.

Once the records are entered, you can update the students with assigned barcodes and all the other information will be up to date.

• The records can be in Excel format.
• Each line should be for one student.

The fields we would need are:
Alt id (student ID number) if you use them
Name – 1 to 60 characters. Last name, First Name, Middle Name.
Homeroom
Grade
So a sample record would look like this:
1111|Conrad, Belle Susan|205|6|

Manually entering student records

  1. Click on the User Display Wizard
  2. Search the system by name to see if the person already has a card.
  3. If the person does not have a record in the database select the User Registration Wizard

Fill in as follows:
Name – Last name, first name, middle name
Alt ID -- School-assigned Student ID -- optional
Profile – may be student, elementary (2-3) or primary (K-1)
Expiration date – defaults to 5 years for students, and 24 months for elementary and primary.

Demographics
User Cat 1 – Grade level (pre-K through 12)
User Cat 2 – blank – mstudent or fstudent is optional.
Birthday – June 30, year of graduation. Example: June 30, 2020
Address – zip code should be home room number. This must be formatted consistently.

If your rooms have letters before the number ,then enter the letter in Caps with no space between that and the number. Example: A205

If your home rooms are actual teacher names, enter the teacher’s name all in Caps (last name only). Example: SMITH

If the home rooms are number only just enter the number. Example: 205

If your school does not use home rooms, enter the location where you can send notices (if any).