Families search

A search for a family [>>] generates a list of families and the students within each.

To search for a family:

On the home page, in the control bar under SEARCH, click Family. The Family Search page appears.

Click the Basic tab.

Click Detail to conduct a detailed family search [>>].

Under Search by, for the first criterion [Figure 37]:

Select the field on which to search.

By default, the criteria are "Last name", "Family name", and "Family number".

Select an operator.

Type the value to find.

Case is not relevant; spaces are.

Configure up to two more criteria.

Click Search. Chancery SMS displays matching family records (if any) in the Search Results panel.

Chancery SMS saves the search criteria. Should you want to conduct this same search again, select it in the List box.

You can changed the sorting of these results or adjust the columns displayed.

More...

Field

Operator

Value

More...

Number: The family's ID number.

Student Members: The students in this family. These are considered to be siblings.

Contacts: A contact is not necessarily related or living with the student(s). A subset of a family is a family unit which consists of students and their associated contacts who live together [Student record: Family >>].

Detailed family search

Using a detailed search, you can search for a family of students by one or more fields (including custom fields). This search involves building a set of criteria.

To conduct a search for a family using detailed criteria:

On the home page, in the control bar under SEARCH, click Family. The Family Search page appears.

Click the Detail tab.

[Optional for District Administrator] Set the Search in option to search for families in a specific school or across the entire district.

Add a criterion [Figure 39]:

For Category, choose a set of fields. Your choice determines the fields available to search.

Select the field on which to search.

Select an operator.

The field on which you are searching determines which operators are available.

Type the value to find.

Spaces matter; case does not.

Click Add Criteria. The criterion appears under Search Criteria.

Add more criteria.

To remove a criterion, click it to select it and click Remove [Figure 31].

Set Match:

Select the Any Criteria check box to find families that match any one of the criteria in the list. This generates more results.

Select the All Criteria check box to find families that match all of the criteria in the list. This generates fewer results.

Click Search. Chancery SMS displays student records for all matching families (if any) under Search Results.

Chancery SMS saves the criteria for your most recent 10 searches. Should you want to conduct this same search again, select it from the List list.

You can change the sorting of these results or adjust the columns displayed [>>].