SmartISAMS - up and running checklist - Intelligent solutions for Blackbaud products

SmartISAMS – up and running checklist

Company

This field is for validation purposes and should be left unchanged.

Your details

Your Name(Required)

Your Email(Required)

Your Organisation(Required)

ISAMS Settings

ISAMS 'Applicant' Contact type for email, home phone and mobile (Optional)

Form Name Mapping

Year Group e.g 11, 12

Form Name Mapping

Form name e.g Lower Sixth

Family contact types(Required)

Defines the contact types used in iSAMS to store family details.

Leaving year calculator (Optional)

We will use this information to calculate a student's leaving school year based on their current year group and years left to complete.

Students Current year group

Number of years they have to complete

Address, email and phone types ect

Alias type(Required)

Address type(Required)

Address info source(Required)

RE address info source to use when importing addresses - MUST exist in the RE Info Sources code table.

Home Phone type(Required)

Cell / Mobile phone type(Required)

Email type(Required)

Your School / university(Required)

Your college(Required)

Boarding House Mapping (Optional)

Yes

You can optionally map house information from iSAMS into the education field.

Constituent codes and relationships

Define how records are marked and linked to a pupil record

Current student constituent code(Required)

Current parent constituent code(Required)

Relative constituent code(Required)

Former student constituent code(Required)

Relationship type - Child(Required)

Relationship type - Partners(Required)

Relationship type - Relatives(Required)

Other Settings

Pupil email/mobile records

Choose an option to record pupil OR iSAMS 'Applicant' contact's email and mobile details on the pupil's record in Raiser's Edge.

Would you like to add new records to Raiser's Edge NXT

Yes

Default salutation for new records

Used when creating new records.

Default addressee for new records

Used when creating new records.

Custom field for nationality

Used when creating new records.

Raiser's Edge NXT Constituent List - Import in progress

Constituent list containing all records with a 'iSAMS import in progress' constituent code

Raiser's Edge NXT Constituent List - Current Students

Constituent list containing all records with a 'Current Student' constituent code

Custom field for Form Name

Uses the 'Form Name' mapping to store the pupil's current form year on their record.

Default country

Used if the incoming address data is missing a country value.

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Your details

ISAMS Settings

Leaving year calculator (Optional)

Address, email and phone types ect

Constituent codes and relationships

Other Settings

Company information

Policies & Terms

Website terms

Certificates

Service terms

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