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3. Link Organisations and Students
You can link any Organisation with an “Active” status to a Student.
Link Existing Organisation to Student
You can link any Organisation with an “Active” status to a Student.
On the Student profile, go to the “Stakeholders” tab.
You’ll see two groups: Related Contacts and Related Organisations.
Click the following "+Add" button under "Related Organisations".
Fill out the required Organisation details, marked by red asterisks, and other necessary information.
NOTE: The Organisation field displays only “Active” Organisations.
The number of “Active” Organisations that is shown in the “Organisation” drop-down list is limited. Type an Organisation name to search, and display matching Organisations. If the type you need doesn’t exist, jump to Add New Association Type.
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When a new Organisation has been saved, you will see a purple star icon which indicates the Primary Organisation.
Link New Organisation to a Student
There are two ways to link a new Organisation to a Student:
- Create a new Organisation from the Organisation Index, then link them via the Student’s Stakeholders tab.
- See Linking Existing Organisation to Student, above.
- Create a new Organisation from the Stakeholders tab, directly.
- Continue reading to see how to use this method.
Enter basic Organisation information. When you click “Save”, the Organisation is automatically linked to the Student and will appear in the Organisation Index for editing later.
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Add New Association Type
You can add unlimited Student Organisation Association types in SELMA.
Click the Settings icon in the navigation bar. From the expanded menu, select Lookup Data.
Find the heading “Student Organisation Association Type” and click to expand it. You can deselect a value to mark it as “Inactive”, or create a new value entirely clicking the blue “New” button.
Note: System default values cannot be edited.
When you choose to add a new value, you will see a pop-up form where you can add a simple code in the “Code” field, and add a name in the field “Label“. Click the “Active” check-box to ensure the data value shows up for use as a Student Organisation Association Type in SELMA.
While system default values can not be removed or edited, you can edit or delete Student Organisation Association Type which you have created.
NOTE: Do not delete any value currently in use by Organisation-Student links.
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